The problem

Most new RIAs run on workarounds.

We work with newly independent RIAs and breakaway advisory teams of about six people or fewer who have outgrown spreadsheets and off-the-shelf software.

Deliverables built by hand

Client plans and reports are assembled in Word and Excel, one copy-paste at a time.

Client information everywhere

Documents, notes and account details are scattered across email, PDFs and spreadsheets.

Tools that don't fit

Off-the-shelf software makes your process match the product, instead of how your firm actually works.

What we build

Bespoke wealth management software for independent RIAs

Client portals

Secure, branded access for clients to their documents and plans. Fewer attachments over email, and a client experience that matches your firm.

Automated deliverables

AI-assisted financial planning documents, drafted in minutes and reviewed by the advisor before they go out. Report prep becomes a review step.

Internal tools & workflow automation

Onboarding, reporting, and operations tools built around how your team works. Less re-keying, fewer dropped handoffs.

Internal CRM

Client relationships, households, and follow-ups in one system shaped around your firm's process, not a generic sales pipeline.

Internal bookkeeping

Track billing, fees, and firm expenses in a tool built for how your practice runs, with fewer spreadsheets to reconcile.

Ongoing maintenance & support

Monitoring, updates, and a direct line when something needs attention, so your software keeps working after launch.

Featured project

Lawless Capital Group

Wealth Management

White-labeled financial planning and client intake platform

Problem

Client-facing financial planning documents were created manually, one report at a time.

Solution

A white-labeled client and advisor portal that handles client intake and generates financial planning deliverables with AI, reviewed by the advisor before they reach the client.

Result

Manual report creation was replaced with a review-and-approve workflow for client deliverables.

Book a free 20-minute workflow review

No commitment. We'll map where your firm is losing time.

Security

How we protect client data

Every platform we build uses multi-factor authentication, row-level database security, and audit logging of every action.

Multi-factor authentication

Advisor and staff accounts require a second factor to sign in.

Row-level database security

Each user only sees their own data, enforced at the database level.

Audit logging

Every action is recorded: who did what, and when.

One-time passcode access

Clients sign in with a one-time code sent to them.

[Encryption]

[Confirm: encryption at rest and in transit]

[Hosting]

[Hosting provider and region]

Built to support your firm's compliance and recordkeeping needs.

How it works

From first call to launch

1
Free workflow review

A 20-minute call to map where your firm is losing time.
2
Scoped proposal

A clear scope with fixed pricing, agreed before any work begins.
3
Build

Regular check-ins, so you see progress and can steer as we go.
4
Launch & ongoing support

We launch and stay on with monitoring, updates, and support.

Support plans come in three tiers. [Tier names and pricing]

About

Built by someone who speaks both languages.

Tailored Systems is a San Diego custom software studio, founded by Connor Baird, that builds bespoke financial planning platforms and custom financial infrastructure for independent wealth management firms. Connor is a finance student and entrepreneur, and we pair that background in finance with hands-on software development.

We understand planning deliverables, client service, and advisor workflows before we write any code. That means less time explaining your business, and software that fits how your firm operates.

Connor Baird

Founder · San Diego, CA

LinkedIn →

FAQ

Common questions

How long does a project take?

It depends on scope. Typical projects take [X–Y weeks]. You'll get a timeline in the proposal before any work begins.

Who owns the code?

[Ownership terms, e.g. when the code and data transfer to your firm]

Will it work with the tools we already use?

We build around your existing setup and review it on the first call. Supported integrations: [list, e.g. CRM, custodian, planning software].

What happens after launch?

We stay on through an ongoing support plan: monitoring, updates, and a direct line when something needs attention. Plans come in three tiers: [tier details].

How is client data secured?

Multi-factor authentication, row-level database security, audit logging of every action, and one-time passcode access for clients. [Encryption and hosting details]. See How we protect client data.

Let's talk about what you need built.