投資顧問会社
投資顧問会社の自動化テンプレート
投資顧問会社向けに、すぐに使えるワークフローを12件ご用意しています。どれもチームが毎週こなしている実際の業務を、いつものツールの中で処理します。よく使われるアプリは、Redtail Technology、Gmail、Slackです。
Automated RIA RMD Deadline Reminders
Every Monday, WebRun checks Fidelity for clients who still owe a required minimum distribution this year, cross references their account details in Redtail Technology, and drafts a reminder email in Gmail for you to send.
Automated RIA Referral Source Thank You Notes
When a referred prospect becomes a client in Redtail Technology, WebRun looks up the referral source's recent LinkedIn activity and drafts a personal thank you note in Gmail for you to send.
Automated RIA Quarterly Performance Reports
Each quarter, WebRun pulls every client's return, benchmark, and asset allocation from Morningstar, matches it to the household in Redtail Technology, and drafts a personalized report email in Gmail for your review.
Automated RIA Portfolio Rebalance Alerts
Every morning before markets open, WebRun compares each client's actual allocation in Charles Schwab Advisor Center against the target model on file in Redtail Technology, and posts a Slack list of every account drifted past your threshold.
Automated RIA Lead Intake and Follow Up
When a new contact is added in Redtail Technology, WebRun drafts a warm welcome email in Gmail and pings the assigned advisor in Slack, so no new lead waits more than a day to hear back.
Automated Form ADV Annual Update Tracking
WebRun checks your firm's filing status on SEC IAPD against key facts on file in Redtail Technology, flags what has changed since your last annual update, and posts a Slack checklist for your compliance officer well before the deadline.
Automated RIA Compliance Mock Audit Reminders
Every Monday, WebRun checks client files in Redtail Technology against your mock audit checklist, logs every gap to Google Sheets, and posts a Slack alert to your compliance officer so records stay exam ready year round.
Automated RIA Client Review Meeting Reminders
Every morning, WebRun checks Redtail Technology and Google Calendar for review meetings coming up in the next few days, then drafts a friendly reminder email in Gmail for you to send.
Automated RIA Client Onboarding Checklist
The moment a new client signs their agreement, WebRun opens a checklist in Redtail Technology, schedules a kickoff call in Zoom, drafts a welcome email in Gmail, and posts a Slack update whenever a step falls behind.
Automated Client Birthday and Anniversary Alerts
Every morning, WebRun checks Redtail Technology for client birthdays and relationship anniversaries coming up this week, drafts a warm note in Gmail for each, and pings you on Telegram so nothing slips by.
Automated RIA AUM Fee Billing Reconciliation
Each billing cycle, WebRun pulls account values from Charles Schwab Advisor Center, recalculates the fee Redtail Technology has on file for each household, and flags every mismatch in Google Sheets before invoices post.
Automated RIA New Account Paperwork Tracking
WebRun checks every new account application in Redtail Technology against its signature status in DocuSign, and posts a Slack list of exactly which forms are still outstanding and for how long.









