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Automation Solutions That Save Financial Advisors 10+ Hours Weekly

We help financial advisors, financial planners and RIAs eliminate 10+ hours of administrative busywork by connecting the systems you already use.

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Choose the service that best fits your needs

Financial advisor client onboarding automation workflow

 

Tech-savvy DIYer with time to spare?

Tech-savvy and prefer to build it yourself? Start with our proven templates and step-by-step courses. Perfect for advisors who want to master automation skills and understand exactly how their systems work while building at their own pace.

View Templates and Courses

 

Stuck on a specific integration or workflow?

Our 1:1 coaching helps you overcome technical roadblocks and master automation tools like Zapier, Calendly, and CRM integrations. Learn the skills while solving your immediate challenges.

 

Book A 1:1 Coaching Session

 

Have no time or desire to deal with technology?

Want automation results but don't have the time to implement it yourself? Let us be your automation concierge. You'll save 10-15 hours weekly while we make your systems work seamlessly together.

 

Sign Up for Automation Services
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Certified Zapier Expert badge for financial advisor automation
Mailchimp Expert Partner for financial advisor email automation

Cloud-based automation setup for financial planners

We help financial advisors connect their existing tools into seamless workflows. Get custom automation solutions without the complexity or cost of building from scratch, plus more flexibility than off-the-shelf systems.

Arielle Minicozzi, former RIA owner and current automation consultant

The Sphynx Story

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When I started my RIA in 2017, I did not intend for it to turn into a technology company, but in my quest to streamline my practice I discovered other financial advisors needed the same automation tools I was using.

I realized that if I could help people who help people, I'd make an exponentially greater difference than serving clients one-on-one. Automate the process to reduce data-entry? Even better!

In the years since, we've grown the team, but that vision and passion for the 'automagical' has continued to guide us.

Meet the team

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Sign up for the FREE, 21-day automation mini course to receive systematization tips, workflow inspiration, and automation strategies specifically designed for financial advisors and RIAs.
 

Some of our favorite tools

We handle everything from analyzing your current workflows to implementing seamless integrations between your favorite tools. Get custom automation solutions without the complexity or cost of custom development.

Zapier workflow automation platform for RIAs
Wealthbox CRM automation integration for financial advisors
Redtail CRM automation integration for financial advisors
JotForm client intake automation for financial planners
PreciseFP client data gathering automation for RIAs
AdvicePay payment processing for financial advisors
Hubly workflow automation for financial planning firms
Process Street workflow automation for financial advisors
Calendly appointment scheduling automation for RIAs
ScheduleOnce appointment automation for financial advisors
ActiveCampaign email automation for financial advisors
MailerLite marketing automation for financial planners
Google Suite productivity automation for financial advisors
Microsoft 365 automation integration for financial advisor workflows
Thyme AI notetaking for financial advisors

Plus dozens more...if your favorite tool can integrate, we've probably automated it.

  • I run a solo financial planning firm and was looking to get more efficient with my meeting prep and follow-up. Sphynx automated my note-filing, tasks log, and follow-up process to make my life so much easier. I probably save 10 to 15 minutes per client meeting now and my clients receive better service between meetings as a result!
    ―Ian B.
  • We've worked with Arielle and Sphynx on several Zapier projects now. She took the time to understand our needs and was very efficient in helping implement the solutions. I would recommend their services to anyone looking to improve their automation processes and enhance their client experience.
    ―Jirayr K.
  • Sphynx Automation is absolutely brilliant when it comes to problem solving and making your business run more efficiently. I had one meeting with them and within minutes, they found a solution through the power of Zapier and of course, their seasoned expertise in turning on the business autopilot.
    ―Colin T.
  • Arielle and her team at Sphynx Automation are the best! They completely automated my business using Zapier which has single-handedly grown my business 5x! I will be a Zapier member forever because of the work that Sphynx automation did for my business.
    ―Carter C.
  • Arielle is amazing! Her and her team helped me automate my business both externally and internally. This has helped me save so much time, money and frustration. Being able to customize my automation according to how my business is growing is priceless. She’s always gone above and beyond to help.
    ―Anna M.
  • Sphynx automated my note-filing, tasks log, and follow-up process. I probably save 10 to 15 minutes per client meeting now and my clients receive better service between meetings as a result!
    ―Ian B.
  • I would recommend [Sphynx's] services to anyone looking to improve their automation processes and enhance their client experience.
    ―Jirayr K.
  • Sphynx Automation is absolutely brilliant when it comes to problem solving and making your business run more efficiently.
    ―Colin T.
  • Arielle and her team at Sphynx Automation are the best! They completely automated my business using Zapier which has single-handedly grown my business 5x!
    ―Carter C.
  • Arielle is amazing! Her and her team helped me automate my business both externally and internally. This has helped me save so much time, money and frustration.
    ―Anna M.
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