Run your RIA on autopilot

Future-proof your firm with custom-built SOPs that drive operational efficiencies, robust compliance, and consistent client service.

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Get in touch

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Trusted by established firms

Our Services

Everything Your RIA Needs to Run Efficiently

We design, develop, and custom-build an intranet-based suite of SOPs tailored to your firm. Each one is crafted to remove bottlenecks, protect institutional knowledge, and keep your team performing at its best.

All Tasks

Waiting for approval

  • Finance

    Awaiting final approval

  • Talent Development

    2 days ago

  • Marketing

    Cancelled by user

  • Operations

    70% prepared

  • Reminder to Approve

    Selected SOPs

All Tasks

Waiting for approval

  • Finance

    Awaiting final approval

  • Talent Development

    2 days ago

  • Marketing

    Cancelled by user

  • Operations

    70% prepared

  • Reminder to Approve

    Selected SOPs

All Tasks

Waiting for approval

  • Finance

    Awaiting final approval

  • Talent Development

    2 days ago

  • Marketing

    Cancelled by user

  • Operations

    70% prepared

  • Reminder to Approve

    Selected SOPs

Tasks & Workflows

Streamline Every Process

Map, refine, and systematize your firm's processes so every task is clear, consistent, and repeatable.

SOPs

Operational Playbooks

Ongoing Optimization

Support for the Journey

Keep your systems sharp with updates, refinements, and ongoing staff training as your business evolves

Support

Updates

Monitoring

What can I help with?

What are the areas in which you are experiencing the biggest bottlenecks in your day-to-day operations?

|

Add document

Analyze

Generate Image

Research

What can I help with?

What are the areas in which you are experiencing the biggest bottlenecks in your day-to-day operations?

|

Add document

Analyze

Generate Image

Research

What can I help with?

What are the areas in which you are experiencing the biggest bottlenecks in your day-to-day operations?

|

Add document

Analyze

Generate Image

People Directory

Leadership

Vice Presidents

Entry Level

Draft

In Review

Done

People Directory

Leadership

Vice Presidents

Entry Level

Draft

In Review

Done

People Directory

Leadership

Vice Presidents

Entry Level

Draft

In Review

Done

Organized by Department

Delegate With Confidence

Ensure that each member of your team understands their responsibility for each key workflow in real-time.

Profiles

Roles

Search

Your Custom Intranet

Systematize Your Business

Whether you're starting from scratch or enhancing an existing system, we give you comprehensive operational playbooks in a custom-built intranet that are aligned with your unique goals.

Strategy

Custom AI

Consulting

Hey John!

Here is your comprehensive SOP suite

Ongoing SOP :

How to automate administrative paperwork

90% Finsihed

Schedule

Mo

Tu

We

Th

Fr

Sa

Su

Discovery call

10:00 am to 10:30 am

Custom automation

06:00 pm to 06:30 pm

Hey John!

Here is your comprehensive SOP suite

Ongoing SOP :

How to automate administrative paperwork

90% Finsihed

Schedule

Mo

Tu

We

Th

Fr

Sa

Su

Discovery call

10:00 am to 10:30 am

Custom automation

06:00 pm to 06:30 pm

Hey John!

Here is your comprehensive SOP suite

Ongoing SOP :

How to automate administrative paperwork

90% Finsihed

Schedule

Mo

Tu

We

Th

Fr

Sa

Su

Discovery call

10:00 am to 10:30 am

Custom automation

06:00 pm to 06:30 pm

Our Process

Building your operational backbone

Our process transforms scattered knowledge into a unified platform that powers efficiency and growth.

Step 1

Due Diligence

We review your existing materials to uncover gaps, inefficiencies, and opportunities for improvement.

Analyzing current workflows...

System reliability

Process health

Workflow speed

Manual tasks

Repetitive tasks

Analyzing current workflows...

System reliability

Process health

Workflow speed

Manual tasks

Repetitive tasks

Step 2

Extract Expertise

In-depth data gathering allows us to systematize your expertise in a way that's clear, concise, and actionable.

  • Interview Notes
    Question: What steps do you take to onboard a new client?
    Answer: Collect intake form, verify documents.

    Questionnaire Response
    Process Gap: No central checklist for compliance.

    Expert Input
    Key Insight: Automation opportunity for reporting.

    Reference Material
    Source: Existing training manual, outdated by 3 years.


  • Interview Notes
    Question: What steps do you take to onboard a new client?
    Answer: Collect intake form, verify documents.

    Questionnaire Response
    Process Gap: No central checklist for compliance.

    Expert Input
    Key Insight: Automation opportunity for reporting.

    Reference Material
    Source: Existing training manual, outdated by 3 years.


  • Interview Notes
    Question: What steps do you take to onboard a new client?
    Answer: Collect intake form, verify documents.

    Questionnaire Response
    Process Gap: No central checklist for compliance.

    Expert Input
    Key Insight: Automation opportunity for reporting.

    Reference Material
    Source: Existing training manual, outdated by 3 years.


  • Interview Notes
    Question: What steps do you take to onboard a new client?
    Answer: Collect intake form, verify documents.

    Questionnaire Response
    Process Gap: No central checklist for compliance.

    Expert Input
    Key Insight: Automation opportunity for reporting.

    Reference Material
    Source: Existing training manual, outdated by 3 years.


Step 3

Seamless Integration

We embed your SOPs into the tools your team already uses, ensuring adoption from day one.

Our solution

Your stack

Our solution

Your stack

Step 4

Continuous Optimization

Your platform stays live and evolves with updates that keep your systems sharp as your business grows.

Chatbot system

Smarter responses and faster handling

Workflow system

Update applied

Sales system

Tools are current and fully optimized

Chatbot system

Smarter responses and faster handling

Workflow system

Update applied

Sales system

Tools are current and fully optimized

Case Studies

See How Catalyst
Transforms RIAs

See how RIAs like yours have removed bottlenecks, accelerated efficiency, and increased enterprise value with our custom SOP libraries.

DRAG TO EXPLORE

DRAG TO EXPLORE

"Every office now delivers the same client experience, no matter where it's located."

With multiple locations, this firm struggled to maintain a consistent service standard. We documented and rolled out unified SOPs, client experience protocols, and quality controlsthat kept every office aligned without micromanagement.

Impact :

Uniform client experience across all branches

40% drop in operational redundancies

Streamlined communication between offices

Improved client satisfaction scores

"Every office now delivers the same client experience, no matter where it's located."

With multiple locations, this firm struggled to maintain a consistent service standard. We documented and rolled out unified SOPs, client experience protocols, and quality controlsthat kept every office aligned without micromanagement.

Impact :

Uniform client experience across all branches

40% drop in operational redundancies

Streamlined communication between offices

Improved client satisfaction scores

"Owner involvement in daily operations cut by 60% in 2 months"

This mid-sized firm once relied heavily on its Founder for day-to-day decisions. After documenting and optimizing every core process, the firm now operates with full confidence that the client experience will run seamlessly, without unnecessary key person risk.

Impact :

60% reduction in owner involvement

3x faster new hire onboarding

100% SOP adoption

30% increase in firm valuation

"Owner involvement in daily operations cut by 60% in 2 months"

This mid-sized firm once relied heavily on its Founder for day-to-day decisions. After documenting and optimizing every core process, the firm now operates with full confidence that the client experience will run seamlessly, without unnecessary key person risk.

Impact :

60% reduction in owner involvement

3x faster new hire onboarding

100% SOP adoption

30% increase in firm valuation

Benefits

The Key Benefits for
Your Growth

From removing bottlenecks to boosting enterprise value, we give you the clarity, consistency, and control to run your business with confidence.

Boost Valuation

Create scalable, owner-independent operations that maximize your enterprise value and attract premium buyers.

Boost Valuation

Create scalable, owner-independent operations that maximize your enterprise value and attract premium buyers.

Boost Valuation

Create scalable, owner-independent operations that maximize your enterprise value and attract premium buyers.

Remove Bottlenecks

Eliminate decision fatigue and free leadership to focus on growth while empowering teams with proven processes.

Remove Bottlenecks

Eliminate decision fatigue and free leadership to focus on growth while empowering teams with proven processes.

Remove Bottlenecks

Eliminate decision fatigue and free leadership to focus on growth while empowering teams with proven processes.

Organized Expertise

Transform institutional knowledge into competitive advantages that survive key personnel changes.

Organized Expertise

Transform institutional knowledge into competitive advantages that survive key personnel changes.

Organized Expertise

Transform institutional knowledge into competitive advantages that survive key personnel changes.

Accelerate Scaling

Onboard new hires in weeks, not months, while maintaining service quality during growth periods.

Accelerate Scaling

Onboard new hires in weeks, not months, while maintaining service quality during growth periods.

Accelerate Scaling

Onboard new hires in weeks, not months, while maintaining service quality during growth periods.

Increase Profitability

Eliminate costly errors, reduce rework, and optimize resource allocation through standardized, efficient workflows.

Increase Profitability

Eliminate costly errors, reduce rework, and optimize resource allocation through standardized, efficient workflows.

Increase Profitability

Eliminate costly errors, reduce rework, and optimize resource allocation through standardized, efficient workflows.

Regulatory Readiness

Maintain audit-ready documentation and compliance practices that minimize regulatory risk and examination stress.

Regulatory Readiness

Maintain audit-ready documentation and compliance practices that minimize regulatory risk and examination stress.

Regulatory Readiness

Maintain audit-ready documentation and compliance practices that minimize regulatory risk and examination stress.

Packages

Core Packages for
Firms of Every Size

Choose the packages designed to match your needs and growth plans.

Operations

Streamline your back office to scale without limits

Choose this plan

Choose this plan

What's Included:

Workflow automation

Document management systems

Process optimmization

Technology integration

Administrative tasks

Compliance

Popular

Stay compliant and protected while you focus on growth

Choose this plan

Choose this plan

What's Included:

Regulatory filing management

Audit preparation support

Policy development assistance

Risk assessment reviews

Compliance monitoring systems

Client Service

Deliver exceptional experiences that keep clients for life

Choose this plan

Choose this plan

What's Included:

Client communication protocols

Client journey management

Service standard development

Client feedback systems

Relationship management support

Operations

Streamline your back office to scale without limits

Choose this plan

Choose this plan

What's Included:

Workflow automation

Document management systems

Process optimmization

Technology integration

Administrative tasks

Compliance

Popular

Stay compliant and protected while you focus on growth

Choose this plan

Choose this plan

What's Included:

Regulatory filing management

Audit preparation support

Policy development assistance

Risk assessment reviews

Compliance monitoring systems

Client Service

Deliver exceptional experiences that keep clients for life

Choose this plan

Choose this plan

What's Included:

Client communication protocols

Client journey management

Service standard development

Client feedback systems

Relationship management support

Operations

Streamline your back office to scale without limits

Choose this plan

Choose this plan

What's Included:

Workflow automation

Document management systems

Process optimmization

Technology integration

Administrative tasks

Compliance

Popular

Stay compliant and protected while you focus on growth

Choose this plan

Choose this plan

What's Included:

Regulatory filing management

Audit preparation support

Policy development assistance

Risk assessment reviews

Compliance monitoring systems

Client Service

Deliver exceptional experiences that keep clients for life

Choose this plan

Choose this plan

What's Included:

Client communication protocols

Client journey management

Service standard development

Client feedback systems

Relationship management support

Testimonials

Why Businesses Love Our Solutions

Real businesses, real results.

"Catalyst gave us the structure we didn't know we were missing. We now have a living playbook that keeps our processes consistent and frees up our leadership team to focus on growth."

Bill Reeser

Chief Investment Officer at UFICO

"Catalyst gave us the structure we didn't know we were missing. We now have a living playbook that keeps our processes consistent and frees up our leadership team to focus on growth."

Bill Reeser

Chief Investment Officer at UFICO

"Before Catalyst, our processes lived in people's heads. Now, every workflow is documented, centralized, and accessible. This made our last regulatory audit the smoothest we've ever had."

Anders Bjorkstal

Co-Founder at Solarstein Capital

"Before Catalyst, our processes lived in people's heads. Now, every workflow is documented, centralized, and accessible. This made our last regulatory audit the smoothest we've ever had."

Anders Bjorkstal

Co-Founder at Solarstein Capital

"We reduced onbording time for new advisors from three months to just four weeks. The clarity and conistency in our SOPs has been a game-changer for productivity."

Sebastian Steyne

Managing Director at J.P. Morgan Private Bank

"We reduced onbording time for new advisors from three months to just four weeks. The clarity and conistency in our SOPs has been a game-changer for productivity."

Sebastian Steyne

Managing Director at J.P. Morgan Private Bank

"When we started succession planning, Catalyst helped us show potential buyers that our business could run autonomously. It directly contributed to a higher valuation."

Bob Catto

Managing Director at Investec Wealth & Investment

"When we started succession planning, Catalyst helped us show potential buyers that our business could run autonomously. It directly contributed to a higher valuation."

Bob Catto

Managing Director at Investec Wealth & Investment

FAQs

We’ve Got the Answers You’re Looking For

Quick answers to your questions.

What does Catalyst SOPs do?

Why should I trust an outside firm with something so internal?

How can I ensure sensitive data remains safe with a third party?

Why Catalyst SOPs instead of another third party?

What results should I realistically expect?

What does Catalyst SOPs do?

Why should I trust an outside firm with something so internal?

How can I ensure sensitive data remains safe with a third party?

Why Catalyst SOPs instead of another third party?

What results should I realistically expect?

Take The Bottlenecks
Out of Your RIA

Book a call today to get started.

Book a free call

Book a free call

Get Started

Get Started

© 2025 Catalyst Writing. All rights reserved.

© 2025 Catalyst Writing. All rights reserved.