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RMDs sit open until the last week of December.
The brain reads your CRM and custodian reports, and tells you, daily or weekly, which clients still owe their RMD.
AI drafts. Your people decide.
Push · Sample
Mon 7:00 a.m. · To you
$412,000still to go out by Dec 31
What's slipping.
Three leaks the brain watches for in an advisory firm, and the alert you'd get. Each goes to a person.
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RMDs still open late in the year.
PushTue 7:00 a.m.Sample
6 clients with RMDs over $20,000 have no distribution scheduled. Last reminder sent Sept 3. Deadline Dec 31.
Read from: CRMCustodian reportsInbox
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Billing that doesn't match the agreement.
PushMon 7:00 a.m.Sample
Q4 file: 8 new accounts carry no fee, and 6 households missed their breakpoint. $6,940 to review before billing.
Read from: AgreementsBilling fileCRM
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Retiring clients with a 401(k) elsewhere.
PushWed 7:00 a.m.Sample
7 clients retire within 6 months with a 401(k) you don't manage. About $3.2 million held away. Next: R. Okafor, January.
Read from: Planning dataCRMAddepar
Samples. Yours come from your own records.
It tells you first.
Then it answers what you ask, and drafts the follow-up for your OK.
Push
The right info reaches the right person, before they ask.
SampleMonday to ops: 14 households over $1 million haven't had a review in 12+ months. Oldest: Chen, last met Aug 2025.
Ask
Everything your business knows, one question away.
SampleWhy did the Patel transfer get kicked back?
NIGO: missing spouse signature on page 3. Source: custodian email, Oct 7.
Act Drafted. You approve.
Agents answer, chase, and close the loop. You approve.
SampleRMD reminder emails for the 18 open clients, drafted from each custodian report. Each advisor reviews before anything is sent.
What it will never do here: give advice, place a trade, move money, change a fee, or send a client anything a person hasn't reviewed.
AI drafts. Your people decide.
You stay in charge.
- A person approves before anything goes out.
- Every answer shows its source. Anything unsure gets flagged for a person.
- Your data stays yours: single-tenant, US-hosted, encrypted, never used for training.
- You own what we build. If we part ways, we hand it over whole.
Works with what you run.
- Reads directly
- Wealthbox, Salesforce Financial Services Cloud, Addepar.
- Reads its reports
- Redtail, Orion, eMoney or your custodian (the reports they send you).
- From your inbox
- Custodian NIGO notices and distribution confirmations.
- Also reads
- Email (Gmail or Outlook, including your archive), shared files, spreadsheets, and QuickBooks or Xero. Not personal phones or texts.
Anything that emails a report or exports a spreadsheet works too. You connect each one, read-only to start, and can turn it off any time. Some software only opens its data on higher plans. We check yours on the first call.
Questions advisory firm owners ask us.
My software already does this.
Your CRM and portfolio tools track clients and accounts well. They don't check the billing file against each signed agreement, or match an RMD flag to the custodian's distribution emails. The brain reads across them and flags what doesn't match, for a person to review.
Will anything reach a client without review?
No. The brain flags and drafts. An advisor or your CCO reviews every draft, and it goes out from your firm's email, so your archive keeps it. Never by text.
Does it fit Reg S-P?
Reg S-P asks you to oversee every provider that touches client data. We're single-tenant, US-hosted and encrypted, and never train on your data. We report a breach to you within 8 hours; the rule allows 72. We fill out your due diligence questionnaire line by line.
Who at Second Shift sees our data?
Only Mac, plus our machine learning engineer on a complex build, and only what setup or a fix needs. Your data is single-tenant, US-hosted, encrypted, and never used for training. You can see what we connected and turn any of it off.
