SERVICES
CONNECTING RIAS TO UNBOXED POTENTIAL.
Think of us as an extension of your capabilities. You handle the things you love—we’ll take care of the rest. Whether that means streamlining your billing or restructuring your tech stack from the ground up, we’ve got the tools and experience to make it happen.
Take a look at our suite of services and see how we can help. Or, reach out with any questions you might have. We’ll be happy to help.
Data & CRM
Every decision you make comes from the data you have. That’s why it’s essential to maintain a clean, properly structured CRM. We can take a look at your existing setup and implement changes for a more accurate data supply pipeline, including:
Configuring custodian data feeds
Standardizing naming conventions
Tidying up legacy or migrated CRM records
Designing CRM structure (fields, tags, segmentation)
Auditing and testing client/account mapping
Training your team on clean data practices
And much more—that’s just the start of what we can do with your CRM
REPORTING
The only thing more important than clean data sourcing is clean data output. Your clients depend on trustworthy reporting, and every error breeds distrust. We’ll make sure your reporting system is accurate, timely, and perfectly reflective of your firm’s strategy, benchmarks, and communication style. That means:
Designing and configuring report templates
Aligning output with your business philosophy
Mapping benchmarks, composites, and data points
Testing performance output
Configuring delivery preferences (PDF, portal, email)
Setting up report schedules and batches
Training your team on editing and producing reports
Model Logic & Trading Tools
Many RIAs run into challenges when defining the specific parameters of their system-based models. But translating a firm’s investment philosophy into model logic is our specialty. We’ll capture your trading preferences and map your architecture to match. That’s because our team is adept at:
Building and mapping model structure (security sets, blended models, allocation, etc.)
Configuring security settings (security equivalencies, do not buy/sell, etc.)
Implementing tax loss harvesting logic
Aligning custodial platform settings with model intent
Configuring drift thresholds and rebalance rules
Documenting exceptions or custom scenarios
Testing model logic across sample households
Billing Setup
We’re a quarter of the way into the 21st century. You shouldn’t be using spreadsheets for billing anymore. An automated billing system can reduce errors, headaches, and complaints. By implementing a clean, scalable process, we can reflect fee schedules, payout structures, and more:
Supporting billing group configuration
Establishing and testing fee schedule logic (tiers, minimums, exceptions)
Coordinating payout settings and reporting
Reviewing system-calculated invoices for accuracy
Documenting billing cycles and ownership process
Workflow Automation
You’ve got enough on your hands. You don’t need to be bogged down with day-to-day operations. Automated workflows can keep things running smoothly and free up time. And our team will set them up with your goals in mind. Our process includes:
Building standard or custom workflows (e.g., onboarding, RMD, ACATs)
Assigning triggers (status, dates, actions)
Mapping roles and responsibilities per task
Testing for logic, notifications, and edge cases
Training your team on workflow usage and updates
Integrations
Your software doesn’t work in a silo. Part of the beauty of a robust tech stack is the ability to cross-pollinate and daisy-chain important systems and processes. Of course, every joint and junction is another potential point of failure. But not with Unboxed Advisory on your side. We make sure everything’s working in concert by:
Identifying and prioritizing needed integrations
Configuring connection settings and field mappings
Coordinating with vendors (e.g., eMoney, Pontera, DST, iCapital, etc.)
Testing bi-directional data flow
Troubleshooting errors and sync issues
Client Portal
Quality UX is our passion. We help make Orion and Advyzon more intuitive and organized for your clients, giving them fast, easy access to documents, performance metrics, billing information, and more. We do this by:
Designing your portal layout and user interface
Customizing what clients see (reports, vault, balance, etc.)
Configuring notifications and delivery settings
Setting up household-specific access/permissions
Training your firm on portal demos and support
Training & Education
You may have noticed that a core part of our mission is centered on training. That’s because we strongly believe in the importance of enlightenment and understanding to solve problems. We’re more than happy to share our knowledge including but not limited to:
Navigating Orion and Advyzon
Following and implementing industry best practices
Establishing system integrations and automations
Developing successful tech strategies
Don’t see your service listed here?
We can still help. Get in touch to explain the situation.