Written for / RIAs and wealth managers

Referrals built your book. They will not build the next one.

Command Center gives an advisory firm a repeatable way to start conversations with the business owners and professionals it serves best: your own list, enriched and scored, LinkedIn and email sequences you write and approve, one inbox for the replies and a pipeline of first meetings.

Get started Drive the live demo

$297 per license a month, Spark plan
Month to month on Spark
4.7 on Trustpilot

Plain statement on compliance: Command Center is a sales tool, not a compliance system. Your firm remains responsible for reviewing its marketing, approving communications and keeping the records your regulator requires. Talk to your CCO before you launch anything.

Fig. 01 / The stack you have

Growth depends on who your clients happen to mention you to.

Referrals are the best leads an advisor gets and the least predictable. Most firms have no second source.

01
Lead programs sell the same name to several firms. You pay per introduction and race other advisors to the phone.
02
LinkedIn is done by hand, when there is time. A few thoughtful messages in a good week. None in a busy one.
03
Prospects are not in the CRM yet. Your CRM is built for households you already serve, so early conversations live in an inbox.

Honest scope. Swapping the 12 tools on the receipt for Command Center saves about $233 a month per seat at list. The bigger win is one login and one inbox for every reply. It does not replace your CRM, custodian and archive; it works beside them.

THE GROWTH STACK
one tool per job, one seat, monthly

Hunter.ioEmail finding + verification49.00
HeyReachLinkedIn outreach79.00
InstantlyCold email sequences47.00
TrulyInboxInbox warmup29.00
FrontShared inbox29.00
HubSpot Sales HubCRM + pipeline20.00
ChatGPT TeamAI writing25.00
ZapierWorkflow automation30.00
PandaDocDocuments + e-sign29.00
HootsuiteSocial scheduling99.00
Slack ProTeam messaging8.75
DataboxReporting85.00

TOTAL / MONTH$529.75

12 tools · 12 logins · 0 shared records

One common tool for each job, at its published monthly rate. Lead data is not on this receipt: you bring your list or build it on LinkedIn.

Command CenterOne login$297 / month

YOU KEEP THESE
Command Center does not replace them, so they are not in the total

Your lead sourceyour own list, LinkedIn or Sales Navigatorkeep
Your CRMhouseholds and accountskeep
Archiving and supervisionbooks and recordskeep
Custodian and planning softwareaccounts and planskeep

Fig. 02 / How one deal runs

One login, from a name on your list to a signature.

A fictional prospect in a niche many planning firms serve: a practice owner who has started getting calls from buyers.

The buyerDr. Lena Park, co-owner of a three-location veterinary practice

01

Your list + enrichment + Prospect IQ

Find

You build a search for practice owners in your metro on LinkedIn or Sales Navigator and run it through your own account, or upload a list from your professional network. Enrichment fills in each profile and finds and verifies work emails. Prospect IQ then scores every contact from 0 to 100 against the ICP rules you set: title, seniority, industry, department and company size.
app.grobotlab.com/contacts
ContactsLinkedIn search import

Source: LinkedIn searchTitle: owner, partnerIndustry: Veterinary, dental, medicalLocation: Charlotte, NC
- LP
  Dr. Lena ParkCo-owner, Park Veterinary Group
  Charlotte, NC91
- SO
  Dr. Sam OrtizOwner, Ortiz Family Dental
  Matthews, NC85
- KW
  Dr. Kim WellsPartner, Wells Dermatology
  Charlotte, NC78
- RA
  Dr. Raj AnandOwner, Anand Eye Care
  Concord, NC69
✓ work email verified Prospect IQ score, 0 to 100, against your ICP rules
02

floStudio

Reach

You write the sequence yourself and have it approved the way your firm approves any correspondence. It offers something useful and makes no claims about returns. LinkedIn steps run from your own account, and email goes out from your own connected mailbox.
app.grobotlab.com/flostudio
Practice owners, checklist offerfloStudioActive
in
LinkedIn connectFrom your account

3d
Wait 3 days

@
Email, approved copyFrom your mailbox

in
LinkedIn voice noteIf no reply

First message to Dr. Lena ParkLena, I work with practice owners in Charlotte on the planning side of a sale or partner buy-in. I wrote a two-page checklist of what to sort out 24 months before a transaction. Want me to send it?
Unibox + Ezra

Reply

Her reply lands in Unibox. Ezra drafts a short answer. Nothing goes out until you approve it, and you attach the checklist yourself.

app.grobotlab.com/unibox

UniboxDr. Lena ParkNew reply

Dr. Lena ParkSend it over. We've had two calls from consolidators this year and I don't know what to do with them.

✦ Ezra, suggested reply Approve and send
Glad to. I will send the checklist today. If it is useful, I can walk through it with you and your partner. That first conversation costs nothing.
04

Pipeline + deals

Close

You create a deal from the thread: discovery meeting, then planning proposal. The pipeline shows weighted value by stage and flags a deal that has stopped moving. Once she is a client, the household is set up in your CRM as usual. Nothing syncs between the two.
app.grobotlab.com/deals
PipelineMain pipeline
1. Replied
2. Discovery
3. Proposal
4. Won
Park Veterinary Group$6,000

Stage
Discovery
Owner
You
Contact
Dr. Lena Park

✓ Created from the thread by the rep
05

groDoc

Sign

If your firm allows it, you send the planning engagement letter from groDoc for e-signature. You see when it is viewed, and the signed copy comes back with an audit trail. Account opening and transfer paperwork still go through your custodian.
app.grobotlab.com/grodoc
Engagement Letter

From the engagement letter template

Dr. Lena Park
SIGNED

✓Builtin groDoc

✓Sentfor e-signature

✓Viewedby the signer

✓Signedaudit trail saved

The people, companies and messages are fictional, and the screens are simplified drawings of Command Center. Each step says what the platform does and what you do yourself. Drive the live demo to click through the real thing.

Fig. 03 / Your buyers, not ours

Your buyer, their moment, and the tools for both.

This page is written for RIAs and wealth managers. The people below are the ones you sell to: who gets your message, what makes this the week to send it, and which part of the platform does each job. A typical setup for financial advisors.

Who

5 titles you sell to

Business owners within a few years of a sale
Physician and dental practice owners
Executives with equity compensation
Professionals changing employers
CPAs and estate attorneys who refer

When

5 moments your team watches for

01
A business sale or acquisition offer
02
A partner buy-in or buy-out
03
A job change with a retirement plan left behind
04
A promotion into equity compensation
05
A planned retirement date

Not detected for you. Command Center has no built-in signals for this industry yet. Today the built-in signal data is Form 5500 filings for benefits brokers. Here you bring the list or spot the moment, and the platform runs the enrichment, outreach, replies, pipeline and paperwork.

With

One platform, five steps

01FindYour list, enriched and scored
The niche you serve, from your own LinkedIn search or upload, with a 0 to 100 Prospect IQ score on each contact.
02ReachfloStudio
Sequences you write once, approve once and then run the same way every time.
03ReplyUnibox with Ezra
Reply drafts wait for your approval by default.
04ClosePipeline
First conversations and discovery meetings tracked before a household exists in your CRM.
05SigngroDoc
Engagement letters sent for e-signature, where your firm permits.

Fig. 04 / Proof

What came off the line.

SigFig sells digital wealth software to banks and institutions. It is not an advisory firm, but it is our published work in wealth management.

200%

increase in meeting bookings within two months

Digital wealth solutions for financial advisors, sold to banks and financial institutions. SigFig → 4 → 8

sales team growth within one year

The same engagement: the outbound program supported doubling the team. SigFig →

Rated 4.7 out of 5 on Trustpilot / All case studies

Fig. 05 / Straight answers

What advisors ask before they buy.

Is Command Center compliant with SEC and FINRA marketing rules?

No software can make that claim for you, and we do not. Whether a message meets your obligations depends on what it says, who approves it and how it is retained. Your firm stays responsible for all three. Command Center lets you write and approve every sequence before it runs, and AI reply drafts wait for approval by default.

Does it archive communications for books and records?

No. It is not an archive. LinkedIn and email activity sent from your accounts should be captured by the archiving your firm already uses. Confirm that with your CCO and your archiving vendor before launch.

Does it replace or connect to Wealthbox, Redtail or our CRM?

Neither. Households, accounts and service history stay in your CRM, and there is no sync to it. Command Center covers prospects before they become clients.

Does it come with a list of prospects?

No. Command Center has no built-in contact database today. You upload your own list as a CSV, or build a search in LinkedIn or Sales Navigator and run it through your own account. The platform then enriches the contacts, verifies work emails and scores each one from 0 to 100 against the ICP rules you set.

What does it cost?

Spark is $297 per license per month, billed month to month. LinkedIn and email sends are included. Credits meter AI actions, email verification and enrichment. There are larger plans for bigger teams; ask us which fits.

Is my LinkedIn account safe?

No vendor can honestly promise zero risk, because LinkedIn sets and enforces its own rules. Sequences run from your own LinkedIn account, so volume and targeting matter: keep daily activity modest, send only to people who fit, and go through the sending settings with us before you launch.

What does it not do?

It does not run SMS, outbound dialing, retargeting or display ads, or payment collection. It has no built-in calendar scheduler, so you use your own booking link. It has no built-in contact database and no native sync to a CRM: data moves by CSV, API or webhook. It gives no investment advice, holds no client assets and writes nothing about performance for you.

Fig. 06 / Your turn

Tell us who you serve best. Then start the conversations.

Start on Spark, month to month. Load one list and run one sequence before you change anything else. If you would rather talk it through first, talk to a strategist.