Services

OptifyInsights

Choose your path.

Two engagement models give RIA leaders experienced ownership across operations, technology, data, and AI—without open-ended hourly billing.

Ongoing ownership

Fractional Leadership

The firm needs senior leadership, but not another full-time executive.

Structure: Monthly partnership
Pricing: Starting at $5,000/month

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A defined outcome

Project Implementation

A large, specific initiative needs experienced ownership and execution.

Structure: Defined scope and timeline
Pricing: Fixed project fee

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Not sure which fits?

Start with the shape of the problem.

Recurring

Choose Fractional Leadership for ongoing judgment, priorities, and accountability.

Defined

Choose Project Implementation when the outcome and major body of work can be clearly bounded.

Unclear

Start a conversation. Defining the real constraint is part of the work.

What both models include

One accountable partner, measured by value.

RIA context

Financial expertise and operator experience keep the work grounded in how independent firms actually run.

Direct ownership

The person helping define the work is also responsible for moving it forward.

Measurable value

Success is defined by business results—not the number of hours billed.

Practical technology experience

Platform-flexible. Grounded in real systems.

The goal is to use the right tool for the firm—not force the firm into a preferred stack. Experience spans the platforms below and extends across each category.

SalesforceCRM
HubSpotCRM
RedtailCRM
SnowflakeData
AWSData
Black DiamondWealthtech
eMoneyWealthtech
HolistiplanWealthtech
JumpWealthtech
Claude CodeAI
OpenAI CodexAI
Wispr FlowAI
MicrosoftEnterprise
GoogleEnterprise