Choose the service that best fits your needs
Tech-savvy DIYer with time to spare?
Are you more of a DIYer when it comes to business automation, or do you want to check out our offerings before committing to a bigger project? Click below to view our form and email templates or check out our technology courses to increase your skills.
Making progress with your tech but getting stuck on one or two items?
You’ll learn how to overcome obstacles in building your automation workflows and the best ways to set up your automation technology. This service is best for clients interest in learning how to implement their own technology.
Have no time or desire to deal with technology?
We’ll create a custom proposal for your RIA and implement all the automation technology, freeing up your time to focus on other aspects of your business. This is our most popular service.
Cloud-based automation setup for financial planners
We help financial advisors set up and automate their tech stacks using best-in-class, cloud-based applications. Personalized solutions without the headache or cost of a full build and more flexibility than an off-the-shelf system.
Sign up for the FREE, 21-day automation mini course to receive systematization and automation tips, inspiration, and industry highlights for service based businesses.
The Sphynx Story
When I started my RIA in 2017, I did not intend for it to turn into a technology company, but in my quest to streamline my practice I discovered other financial advisors and service-based entrepreneurs needed the same tools I was using.
I realized that if I could help people who help people, I'd make an exponentially greater difference than serving clients one-on-one. Automate the process to reduce data-entry? Even better!
In the years since, we've grown the team, but that vision and passion for the 'automagical' has continued to guide us.Meet the team