Run your practice like a 7-figure firm — without the staff.

The only automation system built for busy financial advisors who want to scale their book of business without sacrificing compliance, client service, or personal time.

Focus on clients. We handle the follow-up.

Automated Appointment Scheduling

Discovery calls

Portfolio reviews

Retirement planning sessions

Lead nurturing that converts

Seminar leads

Webinar registrants

Referral prospects

Social media DM leads

Client Onboarding Workflow

Document request

Account creation

Risk tolerance reminder

Welcome sequence

About Us

The Smart Choice for Your Financial Consulting Needs

Launch Automation Suites for Financial Advisors is an all-in-one system that automates client acquisition, appointment scheduling, compliance-friendly communication, and follow-up workflows — so advisors can scale their book of business without sacrificing their time or breaking FINRA/SEC communication standards.

Launch Automation Suites saves advisors 14–20 hours a week — giving them the time to focus on revenue-generating work instead of admin.

Automate Your Services

Comprehensive Solutions for Every Financial Stage

Business Tax

Launch automates your client intake, document collection, reminders, and compliance workflows so you can deliver business tax planning faster—with fewer errors and less manual back-and-forth.

Individual Tax

Use Launch to simplify personal tax preparation with automated submission portals, client checklists, deadline alerts, and personalized tax-planning automations that save you hours per client.

Insurance Tax

Launch helps you streamline insurance consultations by centralizing forms, automating follow-ups, and generating customized needs-analysis reports—so you close policies more consistently.

Secure Finance

Automate your monthly bookkeeping workflows with recurring tasks, client-upload portals, AI-powered categorization support, and automated delivery of financial statements.

Accounting

Launch lets you create automated financial planning journeys—from risk assessments to investment education sequences—helping clients stay engaged and take action faster.

Incorporation

Deliver incorporation services with automated checklists, onboarding, e-signature collection, and compliance reminders, ensuring clients stay on track while you manage everything from one dashboard.

1,500+

Professional Team

2000+

Customer Feedbacks

100+

Speakers

8HR

Workshops

We provide expert financial consulting, tax planning, and budgeting strategies tailored to help clients achieve long-term stability and success. Our services are designed to highlight key areas of growth and support personalized financial goals.

Let’s join together

100+

High Savings Potential

8HR

Workshop Time

Why Choose Us

What Makes Us the Right Financial Partner

100% Trusted Rate

Consistent, accurate, and reliable advice backed by years of experience.

Client Success

Helping thousands reach their financial goals and build wealth confidently.

Immigration Know-How

Specialized support in cross-border taxation and immigration-related finance.

Community Support

We educate and empower communities through free events and workshops.

Let a Dedicated Tax Expert Do Your Taxes For You. Get A Consultation

Our Latest

Upcoming Events

Day 1

Day 2

Wealth Building Kickoff Panel

By Kevin Chase - CEO, FinGrowth Capital

08:00 - 09:00

INVESTING | FINANCIAL WELLNESS

Mastering Personal Budgeting

By Danielle Ahn - Certified Consultant

10:00 - 12:00

BUDGETING | SAVINGS | CASH FLOW

Day 3

Day 4

Tax Optimization & Smart Filing

By Piera Mcclure - Senior Tax Advisor

11:00 - 02:00

TAX PLANNING | DEDUCTIONS

Path to Financial Independence

By Katie Stricker - Author of "Money Moves"

10:00 - 12:00

FINANCIAL GOALS | RETIREMENT

Pricing Plans

Compliance-friendly automation for modern advisors.

$99/mo

CRM for client + prospect tracking
Automated appointment scheduling
Email + SMS follow-up sequences
New-lead intake workflows (prospecting forms, welcome messages)
Basic compliance-friendly templates
Unlimited pipeline stages (Prospect → Discovery → Proposal → Client → AUM Growth)

$159/mo

Everything in Starter
Automated lead nurturing funnels (Tax Savings, Retirement, Insurance Review, Business Owner Funnels)
Client onboarding automation workflows
Automated review + referral requests
Document request sequences (fact-finding, questionnaires, compliance docs)
Multi-channel campaigns (email, SMS, voicemail, DMs)

$250/mo

Everything in Growth
Secure client portal setup
AI client segmentation + behavior-triggered campaigns
On-demand tax planning funnels
Drip sequences for AUM growth + retention
Automated annual review workflows
Appointment-setter automation
Priority onboarding support

Built for Financial Advisors Who Want to Scale Smarter

Launch Automation Suites gives you an automated client-acquisition and retention engine—built specifically for financial advisors, planners, and tax professionals.

ENTERPRISE TIER

For RIA firms, tax offices with advisory branches, and multi-advisor practices that need deep customization and advanced integrations.

Our Firm Enterprise tier is built for organizations that manage multiple advisors, multiple workflows, and complex operational needs across the entire practice. If your firm requires robust automation, centralized data flow, and API-level integrations with your existing financial systems, this is the tier designed for you.

First Name

Last Name

Title

Organization

Email Address *

Phone *

This package includes everything in Elite, plus:

Custom API integrations with industry systems
(Wealthbox, Redtail, Orion, Riskalyze, Holistiplan, SmartAsset, and more)
Multi-advisor team management
Centralized workflow automation across branches
Advanced reporting + compliance-friendly communication archives
Tailored onboarding + implementation for firm-level operations
Priority support & dedicated success strategist

Whether you’re scaling an RIA, expanding your advisory team, or bringing tax + wealth services together under one automated command center—The Firm Enterprise Tier gives you the infrastructure to run your entire practice smarter, faster, and more efficiently.

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