Planning Pros, a boutique financial advisory firm specializing in personal insurance for New Zealand’s trade businesses, serves approximately 250-280 families with a lean team of just two people, owner Nikki Kane and her Virtual Assistant. Operating in one of the most heavily regulated industries, they needed a solution that could handle complex compliance requirements while enabling remote collaboration across time zones.
Concierge Wealth Management (CWM) and Insurance Solutions offers integrated wealth management and financial planning services for high-earning professionals, successful families, and individuals navigating wealth on their own terms.
Like many growing financial services firms, CWM needed intricate processes and seamless coordination to manage diverse client needs across everything from life insurance to investment accounts.
In wealth management, precision isn’t optional. Atlas Fiduciary Financial,—founded in 2020 and managing a $220M+ portfolio—has rapidly become a trusted leader, offering fee-only, conflict-free guidance to high-net-worth clients. However, as the firm scaled, their legacy CRM tools couldn’t handle the complexity of their financial services process management. They needed a modern solution that delivered process automation in financial services and true financial process management software capabilities. Continue Reading
Managing investments in tech startups demands precision. With a portfolio spanning 30 companies, including notable investments like Currensea, Willo, and Sidekick, and 12 successful exits under its belt, 1818 Venture Capital (eighteen-eighteen) was no stranger to pressure. Behind the scenes, their intern onboarding workflows were growing increasingly complex. Relying on lengthy email chains, scattered documents, and an evolving compliance process, the firm needed a more structured approach. Continue Reading
