For advice firms and family offices

Move platforms. Fix the operating system. Automate the rest.

Your firm has outgrown the way it runs. The platform doesn't fit, the CRM is a spreadsheet, and the team does by hand what should happen on its own. We come in, build it properly, and hand it back.

Migration runbook — Platform Transition · Illustrative

What usually gets in the way

The platform was sold, not migrated.
The contract is signed. The data, the workflows and the people are still on the old one.
The CRM is a person.
Client history, tasks and follow-ups live in inboxes and heads. When someone leaves, so does the system.
Reviews eat the week.
Prep, disclosures and updates are done by hand, by the people you hired to advise.

Where we start

Platform Transition
Selection, migration, data, training, and the first quarter of running on the new platform.
8–12 weeks
Operating System
A CRM built around how your firm actually works: pipeline, clients, tasks and reporting in one place.
6–8 weeks
Automation Sprint
Four weeks on the manual work: reviews, disclosures, updates, reconciliations. Removed or reduced, and documented.
4 weeks

Who you'll work with

Derryck Lo
Co-founder · Leads the advice-firm door
Fifteen years inside the operating core of Australian wealth and funds: operations at Macquarie, fund administration oversight at State Street, then eight years at Integrated Portfolio Solutions (now DASH), running client transitions, performance reporting and platform relationships for wealth managers and family offices.
LinkedIn : Derryck Lo (opens in a new tab)
Jeremy Ellis (JJ)
Co-founder · Leads the fund-manager door
Two decades in Australian wealth and wholesale distribution: AMP, Schroders and HUB24, with time at Salesforce and MYOB that turned a distribution career into a systems one. At Allcap Securities he designed and built the investor portal, data room, CRM and offer platforms behind its wholesale raises.
LinkedIn : Jeremy Ellis (JJ) (opens in a new tab)