Serve More Clients. Grow Your AUM. Stop Drowning in Paperwork.
AI client reporting, automated compliance tracking, and AUM growth systems. Built for independent financial advisors and RIAs with 1–15 team members.
Average across advisor clients
Per advisor on average
Across documented client results
Return on investment in year one
Does This Sound Like Your Practice?
The most common bottlenecks reported by independent financial advisors and RIA owners.
You spend 20+ hours a week on client reporting and compliance instead of advising
Manually building quarterly reports, pulling portfolio data, and tracking compliance deadlines consumes time that should go to serving clients and growing AUM. AI automates all of it.
New client onboarding takes weeks and creates poor first impressions
Slow onboarding loses clients before they start. AI-automated onboarding workflows collect documents, set expectations, and get clients live in days — not weeks.
You have no early warning system when clients are at risk of leaving
Client churn is expensive — the average RIA loses 12% of AUM annually to preventable attrition. AI monitors engagement signals and alerts you before a relationship goes cold.
Referrals happen by chance, not by system
Your best source of new AUM is existing clients, but you have no systematic way to generate referrals. AI tracks the right moments and prompts the right conversations.
Compliance tracking is reactive, not proactive
Missing a compliance deadline or audit trail creates serious risk. Manual tracking in spreadsheets is error-prone and stressful. Automated compliance monitoring removes that risk.
Estimated monthly revenue leak
$18,000
※ 業界平均データに基づく試算
AI Automation + Fractional CFO & CRO Strategy
SaSame automates the operational work that consumes your week — and pairs it with senior CFO and CRO strategy to grow your practice.
AI Automation
Client report generation, compliance tracking, onboarding workflows, referral management, and portfolio dashboards — the back-office work your practice needs, handled automatically.
Fractional C-Suite
Monthly access to CFO, CRO, COO, and CEO specialists — at 95% less than hiring full-time senior staff.
3 Core AI Modules for Financial Advisors
Start with one, add more as you grow. Each delivers measurable ROI within 30 days.
AI Client Reporting & Portfolio Dashboards
Automated quarterly and annual client reports generated from your portfolio data. Clients get clear, professional reports that reinforce your value — without you spending 3 days building them.
- Automated quarterly report generation
- Client-facing portfolio dashboards
- Performance vs. benchmark tracking
- Meeting prep summaries
AI Client Retention & Engagement Monitoring
AI tracks client engagement signals — portal activity, email opens, meeting frequency, account changes — and alerts you when a relationship needs attention before it becomes a problem.
- Client health scoring
- Early churn risk alerts
- Automated re-engagement workflows
- Referral opportunity detection
AI AUM Growth & Referral Management
Systematic referral tracking, prospect nurturing, and AUM growth analytics. Know exactly where your best clients came from, which clients are most likely to refer, and when to ask.
- Referral pipeline tracking
- Prospect nurturing sequences
- AUM growth forecasting
- Client segmentation by value
Fractional C-Suite for Financial Advisors
Beyond AI automation — access senior strategy from specialists who understand RIA economics and growth.
CFO: Financial Modeling & Practice Valuation
Build accurate revenue forecasting, practice valuation models, and the financial infrastructure that makes your firm more valuable — whether you're growing or planning an exit.
CRO: AUM Growth & Client Acquisition Systems
Design systematic referral programs, prospect nurturing workflows, and ideal client profiles that generate consistent AUM growth without relying on cold outreach.
COO: Operations, Compliance & Onboarding
Build scalable client service workflows, compliance monitoring systems, and onboarding processes that let you serve 2x the clients without adding proportional headcount.
6人の国際専門家チーム
経営・財務・組織・技術・成長・ブランドの各領域を専門とするチームが、横断的に対応します。
Chief Financial Officer
SaSame CFO
Financial Analytics & Client Reporting
Builds automated client reporting systems, AUM analytics, and the financial dashboards that demonstrate your value to every client.
Chief Revenue Officer
SaSame CRO
AUM Growth & Client Acquisition
Designs referral systems, prospect nurturing workflows, and client engagement processes that grow AUM without increasing your marketing spend.
Chief Operating Officer
SaSame COO
Operations & Compliance Systems
Builds the operational infrastructure that lets you serve more clients without proportionally more work — compliance tracking, onboarding automation, and workflow design.
Before vs. After SaSame
Average results across independent financial advisor clients in the first 90 days.
Hours spent on client reporting/month
Annual client attrition rate
New client onboarding time
AUM growth (year one)
Simple Pricing for Financial Advisors
No setup fees. No contracts. Cancel anytime.
Growth
Core AI tools for solo advisors just getting started with automation.
- Client reporting automation (up to 25 clients)
- Basic client health monitoring
- Referral pipeline tracking
- Financial dashboards
- Email support
Professional
Full AI practice management + fractional C-Suite strategy for growing RIAs.
- Unlimited client reporting automation
- AI churn risk detection and alerts
- Automated client onboarding workflows
- AUM growth forecasting
- Monthly CFO + CRO strategy session
- Priority support (4h response)
- CRM integration
Enterprise
For larger RIAs and multi-advisor practices with complex needs.
- Everything in Professional
- Custom compliance reporting
- Dedicated account manager
- Weekly C-Suite sessions
- Multi-advisor support
What Financial Advisors Say
From solo practitioners to 15-advisor RIAs across the US.
“I used to spend 3 full days every quarter building client reports. SaSame generates them automatically and they look better than what I was producing manually. My clients love the new format.”
Robert M.
Independent RIA, $48M AUM — Boston, MA
“The churn monitoring is the best feature for me. It flagged a client who was going quiet before I noticed — I reached out, had a great conversation, and kept $800K in AUM that would have walked out the door.”
Patricia H.
Fee-Only Financial Advisor, $62M AUM — Denver, CO
“I was skeptical about AI for financial advisory, but the ROI was clear within 60 days. I recovered 20 hours a week and used that time to bring on four new clients worth $3.2M in AUM.”
James L.
RIA Principal, 3-advisor firm — Austin, TX
よくある質問
SaSame is designed to support compliance workflows, not replace your compliance officer. The platform provides audit trails, document tracking, and automated deadline reminders. You remain responsible for compliance decisions, and we recommend consulting your compliance counsel about specific requirements.
SaSame integrates with major CRM and portfolio management platforms. Specific integrations are available on Professional and Enterprise plans. Contact us to confirm compatibility with your current stack.
SaSame connects to your portfolio data sources and automatically generates formatted client reports on your schedule. You review and approve before sending. The system maintains version history and audit trails for compliance purposes.
Yes — the AUM growth module systematically tracks referral opportunities, prospect nurturing, and ideal client acquisition. RIA clients see an average of 34% AUM growth in year one, driven largely by improved referral conversion and reduced client attrition.
Most practice management tools are databases. SaSame is an AI-powered operations platform that proactively surfaces insights, automates workflows, and includes fractional C-Suite strategy access. It's the difference between software that stores data and a system that acts on it.
Most financial advisors recover 15+ hours per week within the first 30 days from automated reporting alone. Client retention improvements and AUM growth tend to become measurable within 60–90 days.
Start Building a More Profitable Practice Today
Get started today — no setup fees, no long-term contracts. Connect your client data and get your first automated report in under 24 hours.
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