Granite Financial Advisors
Granite replaced 7 fintech tools with a custom wealth management platform
A 200-advisor RIA firm eliminated Salesforce, Orion, Redtail, and four other platforms by building a unified client management and compliance system on Intuidy AIPI.
Platforms eliminated
Annual licensing savings
Faster client onboarding
SEC audit readiness
Software Replaced
The Challenge
Granite's advisors operated across seven disconnected platforms. Opening a new client account required data entry in five systems. Portfolio rebalancing meant exporting from Orion, analyzing in Excel, and re-uploading. SEC compliance reviews required pulling records from three separate audit trails.
The Solution
Granite used Intuidy AIPI to build a custom wealth management platform that unifies client relationships, portfolio management, financial planning, and compliance in a single system. Automated workflows handle account opening, rebalancing triggers, and regulatory documentation. AI agents monitor portfolios for drift and generate compliant client communications.
“Salesforce wanted $400K/year just for CRM. Orion wanted another $300K for portfolio management. We built something better than both combined for a fraction of the cost.”
Michael Torres
Managing Partner, Granite Financial Advisors
Results
What the custom platform delivered
What They Built
Key capabilities of the custom platform
360° Client Hub
Every interaction, account, document, and financial plan in one place — searchable, auditable, always current.
Auto-Rebalancing Engine
Rules-based portfolio rebalancing that respects tax lots, client preferences, and compliance constraints.
Compliance Vault
Every client communication, trade, and advisory action logged and indexed for instant SEC retrieval.
AI Planning Assistant
AI agents that draft financial plans, generate what-if scenarios, and prepare client meeting briefs automatically.
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