Build Custom AI Automation for Your Advisory Firm

Many advisory firms use a combination of a CRM like Redtail and portfolio management software like Orion. While each tool is powerful on its own, their integrations are often shallow. They might sync basic contact information but fail to connect deeper financial data, creating information silos that force manual work. An update to a client's risk tolerance in Redtail does not automatically flag their portfolio in Orion for review.

This creates a significant time sink during quarterly review preparation. An advisor for a 5-person firm has to log into Orion to export performance data, then log into Redtail for client notes and recent activity. They might even need to access a custodian portal for specific transaction histories. All this information is then manually copied into a report template, a 45-minute process for each client that is both tedious and prone to error. An incorrect number pasted into a spreadsheet can lead to a difficult client conversation.

The structural problem is that these off-the-shelf platforms are designed as closed systems. Their APIs are built for simple data exchange, not for orchestrating complex, multi-system business logic. They cannot enforce rules that span across your entire toolset. You are left with disconnected islands of data, and the only bridge is your team's manual effort. This manual work doesn't just consume time; it prevents advisors from focusing on high-value client strategy.

The engagement would start by mapping your existing technology stack and client workflows. Syntora would identify every manual step in your client onboarding, quarterly review, and billing processes. This audit clarifies which data lives in Redtail, Orion, or other systems and defines the exact rules for reconciliation and reporting. You receive a scope document detailing the proposed data flows and integration points.

Based on direct experience building financial APIs, we apply a proven pattern. We built a system using Express.js and PostgreSQL to connect Plaid and Stripe, processing bank syncs in under 3 seconds. For an advisory firm, the new system would use Python with FastAPI to create a central data hub. This hub would connect to your CRM and portfolio management tool APIs, pulling data on a schedule or via webhooks. Pydantic models would enforce data consistency, preventing errors from mismatched formats between systems.

The delivered system runs in a secure cloud environment like AWS Lambda that you control. Quarterly reports can be generated automatically and saved to a shared drive, or a simple dashboard can provide a unified client view. The system handles the data aggregation, so your team focuses on analysis, not entry. You receive the full source code, API documentation, and a runbook for maintenance.