Automated operations
Intake, onboarding, account opening and follow-through, run end to end by agents. Your team approves. The system does the rest.
Details on automated operationsAI systems for advisory firms
Advisors should advise.
We believe an advisor's best hours belong with clients. Dacinia builds the AI systems that carry up to 99% of everything else. The last 1%, review and sign-off, stays with a person.
Every hour an advisor spends moving data between screens is an hour a client doesn't get. We started Dacinia to win those hours back. We connect the tools you already pay for into one system, delegate the work to AI agents running inside it, and keep a person on every result. Your advisors get their time back. Your clients get your advisors.
I · How we work
Four rules we don't bend.
Automate the work, not the judgment.
Agents carry up to 99% of a workflow. Review and sign-off, the part a regulated firm keeps human, stays with a person.
Your data stays in your systems.
Agents work inside your CRM, planning software and drives with the access you grant. AI models run under business terms that exclude training on your data.
Every action is on the record.
Workflows, permissions and every automated action are documented and logged in a form your CCO can read and keep on file.
Nothing reaches a client without your people.
Anything a client sees is approved by someone at your firm first. The system prepares it. Your people send it.
II · What we do
Systems, not more software.
Four services, one method. We design the system around your firm, delegate the work to AI agents and keep a person on the final check.
Plan preparation
Statements and household data read, reconciled and built into a draft plan by an automated pipeline. Your advisor starts from a finished draft.
Details on plan preparationPlanning software management
Every household kept current by the system, with exceptions routed to a person and a log of every change.
Details on planning software managementAI and infrastructure
The foundation the agents run on: identity, security and integrations, plus the AI tools your team uses, with written rules.
Details on AI and infrastructureIII · How it starts
Three steps, then it runs.
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Map
Clarity first. One call and one working session to list every recurring workflow, the systems it touches and the checks that must stay human. You leave with a written scope and a price.
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Build
We connect your systems and build the agents inside your own accounts, with the access you grant. Every workflow is documented before it goes live.
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Run
The system does the work. A person verifies each result and every action is logged. Each month we find the next workflow worth delegating.
IV · Your list
What would you delegate first?
Every firm's list is different. Pick the systems you run and the work you'd hand off, then send it over. We'll come back with what a system could carry, and what should stay with a person.