If you're spending more time on compliance paperwork, custodial workflows, and staff coordination than actually advising clients...
CMDR is a custom-built, fully-owned AI back-office platform for independent RIAs—not rented SaaS. We build and maintain your dedicated system, turning the 20-40 hours you lose each week to compliance and operations into time with clients, strategic growth, and a life outside your practice.
"We went from drowning in compliance reviews and client follow-ups to having an actual predictable workflow. CMDR gave us back our evenings and weekends—and our team actually knows what 'done' looks like now."
— Sarah M., Principal | $450M AUM Independent RIA
✓ You own the platform, not rent it • ✓ We build and maintain it for you • ✓ White-label under your brand
Every independent firm hits the same wall: the more you grow, the more your calendar fills with tasks that have nothing to do with advice
Filings, marketing reviews, documentation, and ever-changing rules consume a disproportionate share of time and attention
Account opening, money movement, reporting, billing, and custodial workflows are slow, error-prone, and overly manual
Multiple overlapping tools that do not integrate well, creating duplicate data entry, gaps, and confusion
Overreliance on a few key people, turnover, and unclear responsibilities create bottlenecks and burnout
Too many low-value tasks and interruptions, not enough deep work time for clients, strategy, or business development
Follow-ups, meeting prep, client communication, and review prep all handled manually with no standardization
Your tech stack was supposed to help, but now you're juggling logins, spreadsheets, and half-integrated tools while still relying on the same overextended people to hold it all together. One staff change, one exam notice, or one big market event and the wheels start to wobble.
CMDR builds you a custom, fully-owned back-office operating system—not a broadly-built SaaS tool. We create your dedicated platform where critical workflows, knowledge, and communication are captured, organized, and executed with AI assistance. You own it. We maintain it.
Instead of adding "one more SaaS subscription," we build you a dedicated platform that integrates with your existing stack—making everything lighter, faster, and more reliable while remaining fully under your control.
The result is simple: fewer dropped balls, fewer late nights in your inbox, and fewer high-value hours wasted on low-value work. You reclaim time for clients, strategy, and growth while increasing consistency and reducing key-person risk.
More hours for clients and business development each week—not just "more efficient" admin
Confidence that compliance, ops, and follow-through are handled even when you're not in the office
A practice that's easier to value, sell, or transition because core processes live in a system
Turn recurring compliance tasks into guided workflows with checklists, templates, and audit-ready documentation, so your team knows what "right" looks like every time
Create a single command center that surfaces what matters from your CRM, planning, custodial, and communication tools instead of bouncing between tabs and re-keying data
Codify how your firm handles billing, onboarding, reviews, and money movement so it becomes a process, not a person-dependent art project
Gatekeep your time with structured intake, triage, and automated follow-up so that only the right work hits your desk and meetings actually move the ball forward
Capture institutional knowledge, checklists, and workflows in the platform so new team members can ramp quickly and your practice is no longer at the mercy of any one person
Built to feel light on top while doing heavy lifting underneath. Each layer is designed around the realities of an advisory practice—not generic SaaS.
Map the steps for onboarding, reviews, transfers, document collection, and more into reusable workflows with clear owners, SLAs, and status
Route requests from email, forms, or internal notes into a consistent queue, automatically tagging by client, urgency, and task type so nothing gets lost in someone's inbox
House your firm's policies, checklists, and "how we do it here" in one place, linked directly to tasks and workflows so your team doesn't have to hunt for answers
Use AI to draft emails, summarize meetings, prepare agendas and follow-ups, and prep review packets from existing data—always with human sign-off where it matters
Dashboards that highlight stuck work, at-risk commitments, and capacity constraints so you can intervene before something becomes a fire drill
CMDR is a complete back-office operating system—not a single-purpose tool. Every module works together to run your entire RIA practice.
Single dashboard for all clients, projects, metrics, and AI-powered insights
Automated report generation with predictive insights and executive summaries
White-labeled client access with document sharing, messaging, and project tracking
Track engagements, deliverables, deadlines, and team assignments in real-time
Centralized file storage with version control, tags, and client-specific access
Internal messaging, task assignments, notes, and knowledge base
Integrated scheduling with automated reminders and client booking
Connect Gmail, Outlook, or any email—track conversations by client
Revenue tracking, utilization rates, client health scores, and growth metrics
Beyond the core platform, you get specialized workflows built specifically for investment advisory firms
ADV updates, marketing review workflows, CCO checklists, Form CRS automation, and audit trail documentation
Account opening checklists, custodian integration prep, IPS workflows, and risk tolerance documentation
Automated prep of performance reports, rebalancing recommendations, and meeting agendas with AI summaries
AUM-based fee calculations, invoice generation, payment tracking, and reconciliation with custodians
Household management, beneficiary tracking, account linking, and financial planning milestone tracking
SEC/state filing deadlines, compliance training reminders, renewal dates, and regulatory update alerts
You own the entire platform—not a SaaS subscription. We custom-build it for your firm, white-label it with your branding, and maintain it ongoing at your option. This is your system, your data, your competitive advantage.
CMDR is designed for RIAs, hybrid firms, and independent advisors who have moved past the solo spreadsheet stage but are not interested in becoming full-time COOs.
Whether you're at $75M or $750M in AUM, the patterns are the same: more people, more tools, more regulation—and less time to think.
If you're feeling constant pressure around compliance, staff capacity, or inconsistent client experience as you grow, CMDR gives you a way to scale your back office without scaling your headaches.
More hours for clients and business development each week—not just "more efficient" admin
Confidence that compliance, ops, and follow-through are handled even when you're not in the office
A practice that's easier to value, sell, or transition because core processes live in a system, not just in people's heads
Clarity on who does what, when, and to what standard
Less swivel-chair work between systems and fewer "where is this at?" internal pings
A calmer, more predictable workday with fewer last-minute scrambles
Regulation, client expectations, and competition are all rising; operational complexity is not going away on its own.
The firms that win in the next cycle will not be the ones that add the most software—they will be the ones that turn their back office into a strategic asset, not a drag on capacity.
CMDR exists to give independent advisors that edge: a disciplined, AI-assisted operating system that quietly runs in the background so you can step fully into the roles only you can play—trusted guide, strategist, and architect of your clients' financial lives.
See what CMDR looks like inside a firm like yours and where it can immediately give you time, revenue, and peace of mind back.