We design, build, and run the AI and automation systems that turn fast-growing advisory firms into compounding revenue machines — without adding headcount.
Free 30-minute call · No slides, just your growth map
Built on the platforms your team already runs
By now, almost every advisory firm runs AI somewhere — an intake bot, a few automations, a CRM that half-syncs. But disconnected, those tools just move the mess around: data re-keyed by hand, leads stranded between apps, dashboards no one trusts. The value was never in owning the tools — it's in making them run as one connected system. That's the layer we build.
Six tools. One connected system.
Three advisory firms. Three systems built and run by Turn 10. Numbers their CFOs can point to.
The cash was already theirs — they just couldn't see it. We stood up the AR reporting they'd never had, and it surfaced $430K in receivables quietly going uncollected.
Onboarding was an 11-day relay of forms, approvals, and follow-ups. We automated the whole sequence — new clients now go from signed to fully onboarded in 3.5 hours, the same day they commit.
Our pre- and post-meeting workflow clears the busywork around every client meeting — handing each advisor about 3 hours back a day. The capacity that freed up let the firm shelve two planned full-time hires.
A deliberate path from where you are to systems that compound. No bloated retainers to find out if we're a fit.
We map your funnel, operations, and tech stack on one call, then show you exactly where AI and automation will move revenue first.
We turn the map into a fixed-scope plan: the systems we'll build, the outcomes they target, and the timeline to live.
We build, integrate, and launch inside your stack — then monitor and optimize so the systems keep compounding after go-live.
Revenue systems, not one-off scripts. Each one is designed, built, and maintained to keep paying off.
Capture, qualify, and route every prospect to the right advisor in seconds — so no warm lead ever goes cold in an inbox.
Connect your CRM, calendar, and pipeline so data flows on its own and nothing slips between the tools your team already runs.
Turn signed clients into onboarded clients automatically — paperwork, accounts, and first touches handled without manual chasing.
24/7 intake and follow-up that sounds like your best rep — answering, qualifying, and booking while your team sleeps.
Live dashboards that replace the Monday-morning scramble, with the metrics that actually move the firm front and center.
The bespoke software your team wishes existed — built around how your firm actually works, not a generic template.
You run clients' financial lives under SEC and FINRA scrutiny. Every automation we build starts from that reality — your data stays inside the tools you've already vetted, and none of it trains a public model.
Everything runs inside the tools you already use and audit. We don't spin up a new copy of your client data to secure — or to breach.
Prompts and outputs stay private to your firm. Client information is never fed into third-party AI training.
Data is encrypted in transit and at rest. Credentials live in your own vaults — never in plaintext, never passed around.
Each automation gets only the access it needs — scoped and revocable. No standing master keys, no shared logins.
A full audit trail of what fired, what it touched, and what it produced — so your books-and-records and exam prep stay clean.
Anything client-facing can route to a person for approval before it sends. The system drafts; your team signs off.
One free call. A clear plan for where AI and automation will move revenue first. Zero obligation, no slides.
No forms. No funnels. Just a direct line to the calendar.
