Book a Call
Fill out the form and GRATES will reach out to schedule your first call. No sales team, no automated response. A real conversation about your firm, within one business day.
The Process
GRATES doesn't automate its sales process. Every form submission is reviewed personally and we reach out to schedule the first call. Here's what happens from there.
Submit the form. GRATES reviews your responses and reaches out within 48 hours to schedule a 30-minute intro call. No pitch, just a real conversation about your firm.
If there's a fit, GRATES sends you a structured evaluation form capturing your full operational picture: CRM, integrations, workflows, compliance posture. Takes 15 minutes.
GRATES delivers a written PDF analysis of your stack, workflows, and gaps, with a prioritized view of your highest-value opportunities. You keep it regardless of next steps.
A deep-dive meeting to walk through the findings, prioritize what matters most, and decide together what to build, on your terms. No obligation.
Reach out directly and GRATES will respond personally within one business day.
[email protected]GRATES works with:
Independent RIAs looking to consolidate their tech stack, outsource automation, and reclaim time. All custodians and CRM platforms welcome.
Start Here
Tell GRATES about your firm. We review every submission personally and reach out within 48 hours to schedule your first call.
Get Your AuditYour information is kept strictly confidential. GRATES does not sell or share client data.
Qualification
GRATES works with a focused number of firms at any given time — because premium operational work requires real attention. Here's who benefits most.
If you're not sure whether you qualify, submit the form anyway. GRATES will give you an honest assessment, even if the timing isn't right.
Questions
Yes. The discovery call and initial assessment are complimentary. The catch: GRATES is selective. If you're not a fit, we'll tell you. If you are, you'll receive a written audit proposal with clear scope and pricing before you commit to anything.
A 45-minute structured conversation about your firm's operations: your current tech stack, pain points, team structure, compliance posture, and 12-month goals. By the end, you'll have a clear picture of where your biggest operational gaps are, regardless of whether you engage GRATES.
15 business days from the date we receive your pre-audit data package. The deliverable is a written Ops Efficiency Report with a full stack analysis, workflow map, compliance gaps, and a prioritized ROI-ranked build recommendation.
No. The audit is a standalone engagement. The report stands on its own. You can take it to any vendor or implement it internally. The retainer is optional, and the build is scoped separately. Every phase has a clean stopping point.
GRATES works within your existing CRM platform or helps you evaluate and migrate to a better fit as part of the build. All major RIA-focused platforms are supported.
All major RIA custodians: Altruist, Schwab, and Pershing/Fidelity. GRATES builds integrations around whichever custodian your firm uses.
GRATES works with a limited number of active engagements at any given time to maintain quality. If there's a waitlist, GRATES will let you know during the evaluation and give you an expected start date. Premium delivery requires real bandwidth. That's a feature, not a bug.
Schedule Directly
No pitch. No pressure. Pick a time that works and GRATES will be ready.