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Automation Services for Financial Planners

We help financial advisors, financial planners and RIAs automate their daily processes using low or no-code systems.

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Automation Services for Financial Planners

Our custom automation solutions help financial advisors, financial planners and RIAs save time and make more money.

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Choose the service that best fits your needs

 

Tech-savvy DIYer with time to spare?

Are you more of a DIYer when it comes to business automation, or do you want to check out our offerings before committing to a bigger project? Click below to view our form and email templates or check out our technology courses to increase your skills.

View Templates and Courses

 

Making progress with your tech but getting stuck on one or two items?

You’ll learn how to overcome obstacles in building your automation workflows and the best ways to set up your automation technology. This service is best for clients interest in learning how to implement their own technology.

Book A 1:1 Coaching Session

 

Have no time or desire to deal with technology?

We’ll create a custom proposal for your RIA and implement all the automation technology, freeing up your time to focus on other aspects of your business. This is our most popular service.

Sign Up for Automation Services
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Cloud-based automation setup for financial planners

We help financial advisors set up and automate their tech stacks using best-in-class, cloud-based applications. Personalized solutions without the headache or cost of a full build and more flexibility than an off-the-shelf system.

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Sign up for the FREE, 21-day automation mini course to receive systematization and automation tips, inspiration, and industry highlights for service based businesses.
 

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 and service-based entrepreneurs needed the same 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

Some of our favorite tools

We cover all your workflow automation needs—from tech analysis, to system design, to implementation—to build a custom system that integrates best-in-class technology without incurring custom development fees.

  • 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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