Transform Your Wealth Management Practice With AI-Driven Automation

We help RIAs build AI automations to streamline operations and scale without increasing headcount.

Key Benefits of Automation

  • Boost efficiency by automating routine tasks, allowing advisors to scale their practices, save costs, and focus on growth without hiring additional staff.

  • Automatically capture and update client information from emails and meeting transcripts. Build comprehensive, always up-to-date CRM profiles that reveal new opportunities and deepen client relationships.

  • Save time and reduce risk with AI automation that streamlines compliance and back-office operations by managing documentation, tracking changes, and ensuring accurate, up-to-date records—freeing you to focus on client value.

Our Services

  • Software Integrations

    Seamlessly connect and synchronize your technology stack to eliminate manual data entry and ensure consistency across platforms.

  • Workflow Automations

    Streamline repetitive tasks with powerful Zapier workflows designed to save time and enhance operational efficiency.

  • AI Agents

    Elevate your processes with AI-powered automations that use generative AI to perform human-like tasks with precision.

Our process

1. Consult

In a focused session, we assess your practice and technology to identify key areas where automation can have the greatest impact.

2. Design

We design tailored automation solutions that integrate seamlessly with your existing systems and processes.

3. Implement

Our team develops and implements your automation solutions, ensuring smooth integration with your current tech stack.

4. Support

We offer continuous support, monitoring, and optimization to adapt to your evolving business needs.

Popular Use Cases

  • Prospecting

    Lead Generation: Automate lead identification and prioritization

    Personalized Outreach: Use AI to craft personalized prospect messaging

  • Onboarding Clients

    Document Collection: Streamline gathering required client documents

    Form Filling: Pre-fill forms using OCR technology

    Welcome Communications: Automate onboarding emails and schedules

  • Client Communications

    Draft Emails: Use AI to automatically craft personalized email drafts

    Proactive Check-Ins: Automate task creation for proactive client outreach

    Automated Updates: Keep clients informed with automated portfolio updates

  • Client Meetings

    Meeting Preparation: Instantly generate meeting briefs with key client data and insights

    Follow Up Tasks: Create summaries, emails, compliance records, and CRM tasks

    Calendar Management: Automate scheduling for upcoming client meetings

  • Client Reports & Deliverables

    Portfolio Performance Reports: Automate personalized performance updates for clients

    Financial Plan Updates: Keep plans accurate with automated updates based on changes

    Customized Deliverables: Consolidate data into templates to streamline report creation

  • Data Entry & Integrations

    CRM Updates: Automate client profile updates from emails, calls, and meetings

    Data Sync: Ensure consistency across platforms to reduce errors

    Data Enrichment: Add external data for a fuller view of clients

What Our Clients Are Saying

  • "The out-of-the-box note-taking software we tried just wasn’t cutting it for our surge meetings. Beemo Automation built a custom workflow tailored to how we operate, and it’s been an absolute game changer"

    Vice President of Operations at a $750M RIA in Colorado

  • "Beemo Automation helped us seamlessly integrate custom solutions into our tech stack, making client meeting scheduling and briefing so much easier. Our advisors are now saving hours every week!"

    President of a $500M Illinois-Based RIA

  • "The Beemo team built a custom data sync between Redtail and Mailchimp, so we no longer have to waste time manually updating information. A big time saver for a very fair price!"

    Marketing Director at a Mid-Sized Advisory Firm

  • "As a growing solo advisor, drafting emails from scratch was eating up a lot of my time. Ben's solution now generates draft replies for every client email, and all I have to do is make quick edits in Outlook. It's made a huge difference in saving time and staying on top of client communication."

    Founder of a Solo Advisory Practice in Florida

  • "Beemo's automated data entry and Redtail solutions have transformed our operations, ensuring our client information is always current and accessible, which has been a game-changer for our team"

    Founder of a Growing RIA in Texas

Software we work with

CRM

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Email/Calendar

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Financial Planning

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Our Pricing

Per Workflow Automation
$500.00
One time

Best for solo advisors and small teams managing less than $100M. One-time implementation fee starting at $500 per workflow. Prices vary based on scope and complexity.

✓ Test your workflow, get a refund if you dont like it
✓ Low monthy cost for maintenance and support
Fractional Automation Officer
$10,000.00
Every month

Best for firms with multiple advisors, managing $100M+. Work with a senior automation consultant as a fractional team member for your firm.

✓ Strategic tech & automation advisory
✓ Unlimited custom workflow automations implemented
✓ Team training & education
✓ Weekly meetings
✓ Cancel any time & keep what we build
Custom Software Development

Contact for pricing . Best for large RIAs managing $1B+ with an existing technology team. Our expert AI & ML engineers will help turn your firm's AI idea into custom internal software built from the ground up.

FAQs

  • We leverage robust, secure, and compliant platforms like Zapier to power our custom automations. Tools like Zapier allow us to integrate seamlessly with an advisor's existing tech stack without needing to write custom code from scratch. This approach enables us to build tailored solutions in days, not weeks, while keeping costs affordable.

    Zapier’s long track record of security and compliance ensures your data is handled safely, with no history of breaches or issues. By relying on their proven infrastructure, we can focus on creating fast, reliable, and cost-effective solutions that meet your firm’s specific needs without compromising on security or regulatory compliance.

  • We price all projects individually based on scope and complexity. Our smallest projects start around $500, while larger, more complex implementations can exceed $5,000. We charge a one-time implementation or setup fee, which includes everything needed to get your automations up and running. Ongoing support—like fixing errors or making small adjustments—is completely free and included in the setup fee. If you require major overhauls to your automations in the future, we can complete them at a rate of $150 per hour.

  • At Beemo Automation, we believe AI is a foundational technology, much like the internet, and it will soon impact every part of your business. Instead of offering a one-size-fits-all software product for a single use case, we partner with firms as a long-term strategic ally, helping them leverage AI across multiple parts of their business. We focus on consulting and building custom solutions tailored specifically to your needs, ensuring AI works for your firm—not the other way around.

  • Since we build custom solutions for every client, we’ve worked on a wide variety of use cases. From automating client meeting prep to drafting personalized client emails, the possibilities are endless. We also keep our clients informed about the projects we’re working on for other firms, so you’re always up to date on the latest AI and automation innovations in wealth management.

  • If something we’ve set up stops working, we’ll fix it—completely free of charge. Small tweaks and adjustments to your solutions are also included in the implementation fee, and we guarantee a 24-hour response time for any fixes or updates. Your peace of mind is our priority.

  • AI is evolving quickly, and so are we. Because we focus on building custom solutions rather than creating a standalone software product, we can adapt faster and more affordably to new technologies as they emerge. As your long-term strategic partner, we ensure your firm remains at the cutting edge of AI and automation, continuously iterating and improving your solutions as the technology advances.

Our Founder

Ben Olsen, Founder & CEO

Ben Olsen founded Beemo Automation with a bold vision: to transform the wealth management industry with modern, AI-driven solutions. With a rare combination of financial and technical expertise, Ben uniquely understands the operational challenges advisors face—and how automation can revolutionize their practices.

Ben began his career as a financial advisor at both an independent RIA and Merrill Lynch, where he experienced the inefficiencies of outdated workflows firsthand. Determined to drive change, he taught himself to code, transitioned into fintech, and helped scale rapidly growing startups. Along the way, Ben earned a master’s degree in data science, honing his ability to apply machine learning to solve real-world business problems.

Now a recognized thought leader in AI and automation for wealth management, Ben shares his expertise through speaking engagements, podcasts, and industry conferences. At Beemo Automation, Ben is committed to helping advisors embrace cutting-edge technology to scale their businesses, improve client service, and stay ahead of the curve.

Let’s work together

Interested in working together? Grab some time below for a complementary consultation with Ben.