Industry · Financial Advisors
Modern wealth management systems that scale.
Client onboarding, document collection, meeting scheduling, portfolio reviews — your practice should run on systems, not memory. We build the back office that lets you focus on advice.
Demo Website
See what a premium financial advisors website looks like.
We built a full demo site — Pinnacle Wealth — to show exactly what a custom website, dashboard, and automation system looks like for financial advisors. Explore the features, dashboard, and workflows.
$42.8M
AUM Managed
4 days
Avg Onboarding Time
186
Active Clients
18%
Revenue Growth YTD
What you'd see
A live dashboard built for your financial advisors.
Illustrative example. Real builds are tailored to your data sources and KPIs.
Sonoran · Wealth OS
Advisory team · this quarter
AUM
$42.8M
▲ $2.1M
Active clients
186
▲ 8 new
Meetings this week
14
▲ 3 reviews
Revenue YTD
$312K
▲ 18%
Revenue · last 14 days
Last 14 daysClient activity
- Mon
Annual review · Thompson family
Portfolio rebalance recommended
- Pending
New client · Patel
Onboarding docs 80% complete
- Sent
Document request · Williams trust
Secure upload link sent
- Draft
AI summary · Market brief
Weekly client-facing draft ready
What's slowing you down
Pain points we hear most.
- Client onboarding that takes weeks of back-and-forth emails
- Secure document collection still happening via email attachments
- No dashboard showing pipeline, AUM, and revenue at a glance
- Follow-ups after meetings forgotten or sent days late
- Annual reviews scheduled manually — easy to miss
Recommended systems
What we typically build.
Client onboarding automation
Digital intake → risk assessment → document checklist → e-signatures → welcome sequence, fully automated.
Secure document portal
Branded upload portal with encryption, auto-filing, and notifications when clients submit documents.
Wealth dashboard
Client pipeline, AUM overview, upcoming meetings, revenue trends, and goal tracking in one beautiful view.
Meeting prep AI
Before every client meeting, AI generates a summary: portfolio changes, market context, talking points, and action items.
Automated follow-up
Post-meeting summaries, action items, and next-steps sent to clients within hours — drafted by AI, reviewed by you.
Annual review scheduler
Automatic reminders to book annual reviews based on client anniversary dates, with one-click scheduling.
Services
Core services we deliver for financial advisors.
Every engagement is tailored — but these are the building blocks we use to create your system. Mix and match based on what your business needs most.
Tools we connect
Already using these? Good.
We integrate with the platforms your industry runs on so nothing has to be replaced.
Sample workflow
From inquiry to follow-up.
- 01
Prospect fills out discovery form on your website.
- 02
AI qualifies the lead and schedules an intro call automatically.
- 03
After the call, onboarding sequence launches: docs, risk assessment, e-sign.
- 04
Client portal goes live with portfolio view, documents, and meeting history.
- 05
Dashboard updates: new AUM, revenue projection, and next review date.
Case study placeholder
Scottsdale independent RIA (3 advisors)
Client onboarding time dropped from 3 weeks to 4 days. AUM visibility went from quarterly spreadsheets to real-time dashboard.
Why us
Why Sonoran for financial advisors.
Industry-specific builds
We don't use generic templates. Every system is built for how financial advisors businesses actually operate day-to-day.
Your tools, connected
We integrate with your existing software stack — no rip and replace. Everything talks to everything.
Arizona-based, hands-on
Tucson-based team, available by phone. We meet you where you are and speak plain English.
Own everything we build
No vendor lock-in. You own your website, data, automations, and dashboard. Walk away anytime.
FAQ
Common questions from financial advisors owners.
How long does a typical build take?
Most projects launch in 3–5 weeks. Complex dashboard + automation builds may take 6–8 weeks. We'll give you a clear timeline during intake.
Do I need to switch my existing tools?
No. We integrate with the tools you already use. The goal is to connect everything, not replace it.
What does it cost?
Websites start at $1,750. Dashboards start at $2,500. Automations start at $1,500. We scope every project individually — no surprise fees.
Can I see a demo before committing?
Yes — explore our Pinnacle Wealth demo to see exactly what we'd build for your business.
What happens after launch?
Website builds include 3 months of care. For ongoing support, we offer monthly retainer packages starting at $500/mo.
Ready to bring this to your financial advisors business?
Submit a free inquiry or book a strategy call. We'll help you decide what to build first.