The Precision Engine for Elite RIAs.
A dedicated automation core that lives within your existing stack. No migration. No downtime. Just pure institutional efficiency deployed in days.
We have sat in the Advisor Seat.
With over 17 years of combined experience in high-AUM wealth management ($1B+), we speak your language natively.
Unlike generic AI consultants who charge hourly to learn your business, we arrive with the blueprint already drawn. We know exactly what surviving RMD season or navigating ADV filing spikes entails.
No Learning Curve
Institutional domain expertise is baked into every node we deploy.
"Most consultants charge you to learn your business. We charge you to transform it with high-AUM precision."
"Technology should not just automate work; it should compound the value of your people."
The Perpetual Engine
System logic that learns and evolves alongside your firm's growth—never static, always optimizing.
No Rip and Replace
We optimize CURRENT workflows. Keep the tools you love; we just make them work 10x harder.
Institutional Grade
Military-grade encryption and protocol isolation for the world's most sensitive data.
Performance Benchmarking
Embedded Alpha vs. The Market
| Metric | Last Mile (Embedded) | Sphynx Automation | F2 Strategy |
|---|---|---|---|
| Deployment Speed | < 7 Days Core Activation | Indeterminate (Iterative) | 6+ Months Roadmap |
| Industry Context | 17 Years RIA Domain Focus | Generic Automation Focus | Strategic General Consulting |
| Technical Model | Deep Embedded Node Logic | External API Chat Wrappers | Manual Process Restructuring |
| Entry Structure | Fixed-Fee Diagnostic Credit | High Hourly Burn ($350+) | Fixed Retainers ($10k/mo+) |
High Efficiency.
High ROI. Low Friction.
We begin with a Diagnostic Value Audit ($2.5k - $4k) to identify and quantify the exact dollar value of hidden inefficiencies in your stack. This audit fee is credited 100% toward your full Precision Embedded Engagement.
"Post-delivery, we enter a continuous operational partnership. As RIA regulations and market tools evolve, your engine stays ahead of the curve. We don't just hand over code; we maintain your competitive edge."
Precision Embedded
Full Node Activation
- check_circle Full Node Deployment (Credited Audit)
- check_circle Direct API Orchestration Layer
- check_circle Ongoing Partnership & Optimization
- check_circle Private Institutional Support Terminal