Transform Spreadsheet Chaos Into Scalable Wealth Program Operations

Migrate from manual Google Sheets to a dynamic, secure Airtable ecosystem. Automate data management, enforce access controls, and replicate cohort workspaces instantly. Built for wealth management education companies managing multiple cohorts and facilitators.

PROBLEM

Spreadsheet-Based Wealth Programs Don't Scale

Manual Google Sheets tracking creates workflow inefficiencies, maintenance headaches, and critical security gaps. As your cohorts grow, managing data integrity, access controls, and version conflicts becomes impossible. You need a modern, centralized system that your team can actually maintain.

SOLUTION

How It Works

Automated Data Migration and Validation

Transform messy spreadsheets into structured Airtable workspaces with one click, automatically mapping every field with precision. Each record validates and transforms perfectly, eliminating manual data entry errors and ensuring clean data in your new system. Save weeks of manual work while guaranteeing data integrity.

Role-Based Access Controls and Security

Lock down sensitive financial data with granular permission controls that prevent unauthorized access while maintaining audit trails. Different facilitators and participants see only what they need, protecting confidential information across your entire program. Compliance and security built into every layer.

Instant Cohort Replication and Auto-Sync

Spin up new cohort workspaces instantly with automatic syncing to your master data source, eliminating manual copying and version conflicts. Every facilitator gets their own workspace pre-configured and ready to use. Scale across dozens of cohorts without operational overhead.

PROCESS

From kickoff to launch in weeks, not months

01/ Discovery

Week 1

We audit your workflows and interview you to extract your subject matter expertise. Your AI delivers excellent work because we train it on your expertise.

02/ Development

Week 2

We build your custom AI at startup speed, using our own AI. We run evaluations to ensure quality and consistency.

03/ Testing

Week 3

Your team deploys the AI and gives feedback. We polish and provide full documentation.