Services & Scope
No rate cards. No package menus. Every engagement is scoped from your audit findings, so you only pay for what your firm actually needs. Here's what's on the table.
Phase 1
Every GRATES engagement starts here. The audit is the most valuable investment you'll make in your firm's operations. You get a written report you keep regardless of next steps.
A comprehensive review of your tech stack, data quality, workflow architecture, compliance posture, and staff time allocation. Delivered as a written PDF with prioritized findings and a conservative ROI projection.
Stack & Cost
Workflow & Staff
Deliverable
Audit fee is credited in full toward the build if you proceed. You keep the report either way.
Phase 2
Builds are modular. We scope only what your audit identified as highest-leverage, organized into three lanes. You approve every line before anything starts.
Foundation work. The right tools, correctly connected, with clean data flowing between them.
Investment determined by scope of selected modules
Elimination of manual, repetitive, admin-heavy steps. The hours you're never getting back. We fix that.
Investment determined by scope of selected modules
Custom AI agents built for your firm. Only after Core and Shield are live. Agents on clean workflows produce clean output.
Investment determined by agent complexity and integrations
How build pricing works
After the audit, Ryan presents a written scope proposal with a module-by-module breakdown and value projection. You approve every line before work begins. Fixed scope, no hourly billing, no surprises.
Phase 3
After the build, your systems need to evolve. The retainer keeps GRATES alongside you, optimizing, expanding, and supporting as your firm grows.
For firms with a solid foundation that need ongoing support, occasional automations, and a partner to call when something needs attention.
Pricing discussed during strategy session
The most common post-build retainer. Ongoing builds, monthly check-ins, system optimization, and a partner who knows your firm inside out.
Pricing discussed during strategy session
For M&A-ready builds, AI agent ongoing support, or high-growth firms adding operational complexity every quarter.
Pricing discussed during strategy session
GRATES Academy
GRATES Academy is a library of operational playbooks, written for advisors instead of consultants, covering CRM setup, compliance calendars, client onboarding, and the same frameworks behind every GRATES build. Work through them yourself, at your own pace, with your team.
Step-by-step guides covering the same frameworks GRATES uses in every build: CRM setup, compliance calendars, client onboarding, and more.
Written in plain language, not consultant-speak. No jargon, no fluff. Just the steps to fix the workflow that's slowing your firm down.
Stuck on something specific? Book time with the GRATES team to work through it together. No retainer required.
Coming soon
GRATES Academy is in development now. Want early access when it launches?
Questions
Because the right answer depends on your firm. A $40M breakaway RIA and a $400M firm with 4 advisors need completely different builds. Publishing a price list would mean overcharging simple engagements or undercharging complex ones. Scope comes from your audit findings, so we talk first.
Yes. The audit is a standalone engagement with a clean stopping point. The report is yours. If you want to implement it yourself, with a different vendor, or with GRATES. All valid outcomes. The audit is designed to be worth its fee on its own.
Most builds land in the 30–60 day range depending on scope, data readiness, and your team's bandwidth. Freedom Architecture builds with AI components run longer. Timeline is included in every written scope proposal.
No. The build is a complete engagement. The retainer is optional and month-to-month. Most clients retain because they want their systems to keep evolving. There's no lock-in.
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.
Start the Conversation
Book a call. Ryan will learn about your firm. If there's a fit, he'll walk you through exactly what a GRATES engagement would look like, scope and investment, before you commit to anything.