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Custom software systems, audits, and AI workflows built for financial planners.

  • Connect your systems—Integrate your CRM, custodial platform, portfolio management system, financial planning software, and billing tools.
  • Incorporate AI into your workflows—Identify practical ways to use AI without compromising client PII or SEC compliance.
  • Reduce riskUncover hidden vulnerabilities, compliance concerns, and workflow bottlenecks.

We are a US-based custom software agency with deep experience in the wealth management industry. We work closely with RIAs and independent financial planners to integrate their tech stacks, deploy compliance-first AI tools, and identify technology risks before they impact your business or clients.

 

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Eliminate back-office headaches and streamline your systems.

Is a tangled tech stack undermining your client-facing confidence?

Time spent managing disconnected software, spreadsheets, and poorly implemented AI tools is time stolen from client relationships.

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Don’t miss out on the returns that better technology can deliver for your practice.

Small inefficiencies compound over time. Re-keying client data, chasing NIGO paperwork, and managing duplicate data entry create administrative overhead that pulls you away from client relationships. Planners often find themselves acting as system coordinators instead of trusted advisors.

Get more out of the technology you already use.

We don't sell you another subscription. We connect your CRM, custodians, and planning software so they work as one. By automating routine administrative tasks and auditing your setup for hidden risks, we clear the path so you can focus entirely on your clients.
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Wealthtech Integration & Workflow Optimization

Your CRM, custodian platform, portfolio management systems, and financial planning tools should work together. We eliminate manual data transfers by building secure integrations that keep your information synchronized.  We integrate:  

  • CRM and Planning Sync
  • Custodian Integration
  • Portfolio & Billing Workflows
  • Financial planning tools
  • Client onboarding & portals
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AI Adoption & Workflow Support

You know AI can help, but it's difficult to separate practical opportunities from hype. We help identify where AI can create measurable value, select the right tools, and integrate them into existing workflows. We help with:

  • AI opportunity & compliance assessments
  • Compliant meeting summaries
  • Secure document search
  • AI tool selection and implementation
  • AI-powered workflow automation
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Operational & Technology Risk Assessment

Stop wondering if your current technology exposes your business to risk. Our assessment identifies vulnerabilities, operational weaknesses, and technology constraints that slow your firm down or expose it to risk. We evaluate:

  • Security and access controls
  • PII & Client Data Security
  • Spreadsheet dependencies
  • Custom software quality
  • Operational bottlenecks
  • Technical debt and maintenance concerns
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US-BASED

We're a US-based software agency—not an offshore staffing agency.

Because we're US-based, connecting and communicating with our technology experts will be a breeze, with minimal variances in time zones.

Our Clutch reviews are real!

Real clients, real projects, real reviews—from across industries.

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The team conducted a meticulous assessment, identifying vulnerabilities and providing clear, actionable recommendations to enhance our security. They demonstrated a deep understanding of best practices across cloud security, infrastructure hardening, and application security, ensuring that our systems were both robust and compliant with industry standards.

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Robert Sofia, CEO

Snappy Kraken
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They understand our space. They understand the importance of financial planning and want to learn as much as possible to support their work with us. You don't always come across that desire in service providers.

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Ben Lewis, Chief Communications and Development Officer

Financial Planning Association
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They’re clearly a smart group of hand-picked individuals, focusing on creating custom solutions for custom problems.

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Darrin Martin, Training & Development Manager

Volkswagen of America
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We worked with several different resources from The Smyth Group, and all were top-notch. 

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Scot Klocke, IT Director

Columbia Sportswear
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The Smyth Group's people are far beyond the average team. When we have a difficult problem, we bring them on board because they have high-quality resources. The products we've created with them have increased our top-line revenue or lowered our costs, making us more profitable. It’s a successful relationship.

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Alan Gordon, CIO

Cisive
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They went all-in on understanding our business, and what we wanted to accomplish... and because of their process, many times they were presenting features that our team had not thought of! I am amazed by their organization, documentation, and level of experience in achieving our vision.

Even when we struggled to explain our ideas, they figured out how to make it clear and present the perfect solution.

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Phil Penton, CEO

Xcite Automotive
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They were very professional and responsive.

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Kevin Holmes, CEO

Founders Network

Your clients trust you with their financial future. Make sure your technology deserves the same trust.

Fill out the form below or call us directly: (855) 874-2777