HANDLED FOR FINANCIAL ADVISORS
You didn’t spend 20 years building books of businessto rebuild a client review deck at midnight.
Handled takes the work. You keep the judgment.
Quarterly review packets, prospect research, portfolio comparison memos — a done-for-you service. You bring the relationship and the recommendation. We bring the pages behind it. That’s the 10% that matters. We handle the other 90%.
3 minutes. No credit card. First request free. From $1,500/mo.
I know what I want — start my free request →Handled is a done-for-you service for financial advisors. Send review prep, prospect research, or portfolio comparisons in plain language; a human-reviewed team returns branded review packets, 3-page comparison memos, and client-ready market notes, responding within 5 business days per round and iterating until you sign off. First request is free. Subscriptions from $1,500/month, cancel anytime. No meetings, no scope documents, no prompting required.
Built by professionals, for professionals.AI delivery experts — serving you in your field.TheAIMasters, LLC.
Three steps. That's it.
Tell us what you need
You describe the problem in plain language. Our intake process asks the right questions — no back-and-forth, no discovery calls.
We get to work
We combine professional judgment with advanced AI to send your work back fast — and keep refining until you're happy.
Review and refine
Not quite right? We revise. No extra charge, no ticket counting. We're done when you're happy.
The reality of advisory practice
20%
Percentage of an advisor’s time actually spent in client meetings — the rest is prep, research, follow-up, and admin
Kitces Research — Advisor Productivity & Team Leverage2+ hrs
Hours the typical advisor spends behind the scenes for every one hour spent client-facing
Kitces Research — Advisor Productivity & Team Leverage83%
RIA firms citing limited resources and advisor time as a major or moderate challenge to growth
Cerulli Associates — U.S. RIA Marketplace 20257%
Share of advisor time allocated to business development — about 3 hours a week, the rest is consumed by back-office work
Cerulli Associates — U.S. RIA Marketplace 2025Not another satisfying tool. Not another agency.
Handled is a new model: Results as a Service. You don’t need another tool to learn. You don’t need another person to manage. You need the finished result — delivered and ready to use.
| Model | What you pay for | Your effort | Typical cost |
|---|---|---|---|
| Doing it yourself | Your time | All of it | Your hourly rate × hours |
| SaaS toolsChatGPT, Claude, Copilot | Software access | You do all the work | $20–200/mo |
| Consultants | Time & expertise | Meetings, briefs, revisions | $200–500/hr |
| FreelancersUpwork, Fiverr | Scoped projects | Negotiation, management | $50–150/hr |
| In-house hire | Salary + benefits | Recruiting, training, managing | $5K–15K/mo |
| Handled | The finished result | Describe it. Review it. Done. | $1,500–5,000/mo |
Doing it yourself
SaaS toolsChatGPT, Claude, Copilot
Consultants
FreelancersUpwork, Fiverr
In-house hire
Handled
What we handle for you
Summaries & Briefs
An 80-page document, back as a 2-page brief. The risks, the deadlines, the buried action items — surfaced and put on top so you don’t have to read the whole thing.
Drafts & Documents
Polished writing in your voice — one careful document, or fifty personalized emails by tomorrow morning. You describe; we draft; we refine until it sounds like you wrote it.
Tools & Systems
A renewal calendar that pings you before deadlines slip. A Monday briefing that writes itself from your data. A client tracker that flags who’s gone quiet. Built for the way you actually work.
Research & Analysis
“What should I do about X?” You ask. We come back with the options, the trade-offs, and the data you need to decide — sources cited. Days, not weeks.
Data & Insights
500 messy rows in. Categorized, flagged, and summarized out. The boring sorting and pattern-finding — done. You get the answer, not the spreadsheet.
Built for the advisor's desk
Quarterly review packets, prospect research, portfolio comparison memos, market notes, household reporting — the work that fills the hours between the work that requires your fiduciary judgment.
“Every earnings season, there are dozens of transcripts to digest. Each one takes 2-3 hours to summarize for clients.”
1-page summary with actionable signals for client portfolios
Saves 2-3 hours
“After every client meeting, there are follow-up emails to write and CRM notes to update. They pile up by Friday.”
CRM-ready summaries + drafted follow-up emails for each
Saves 8-16 hours total
“Clients ask you to compare investment options. The analysis takes hours — and they expect it quickly.”
Side-by-side analysis with risk factors, performance, recommendation
Saves 3-4 hours
“The quarterly client newsletter takes a full day to write. It’s important for retention, but it never feels like a priority.”
Market commentary + portfolio performance narrative in firm voice
Saves 3-4 hours
“Every Monday, your clients expect a market brief. Every Sunday night, you’re still putting it together.”
Recurring Monday digest covering indices, sector moves, events
Saves 4-5 hours/week
How Handled compares
| Competitor | Starting price | Best for | How Handled differs |
|---|---|---|---|
| Wealthbox | $59/user/mo (Basic, annual) | Small-to-midsize RIAs wanting a modern CRM with clean UX | A CRM you operate. Handled does the work INSIDE your CRM — review prep, notes, follow-ups — instead of adding another license to manage. |
| Holistiplan | ~$75/mo (Basic Tax, 30 households) | OCR-driven tax-return analysis and client tax reports | A narrow tax-planning tool the advisor still runs. Handled covers the broader back-office — meeting prep, memos, comparisons — across whatever software you already use. |
| Redtail CRM | $39/user/mo (Launch, annual) | Solo and small advisory firms wanting the industry-standard CRM | Another license your staff operates. Handled replaces the paraplanner hours that sit on top of the CRM, delivered monthly as a service. |
| Claude Pro / ChatGPT Plus | $20/mo | Advisors comfortable prompting AI for drafts and summaries | A blank chat window you steer. Handled ships finished deliverables reviewed by a human, with domain context on Form ADV language and compliance-aware phrasing built in. |
| Handled | From $1,500/mo | Done-for-you service | We deliver, you approve |
What our clients say
Stories from real professionals
I was spending Sundays rebuilding review decks for Monday meetings. Now I send our Orion export on Thursday and get a clean packet back Friday morning — consistent format, our branding, flagged items called out. My clients noticed the difference before I told them what changed.
Sarah K.
Principal, Independent RIA (~$400M AUM)
Built by professionals, for professionals
AI delivery experts — serving you in your field.
We're a father-and-son team. Between us: decades in technology and business, an MBA, and thousands of hours delivering with AI. We keep the team small on purpose — every request gets our direct attention. We built Handled because we realized that what AI needs isn't a better chatbot — it needs someone to do the work for you and hand you the result. That's what we do.
Gabriel Rymberg
Co-Founder
AI solutions architect. MBA. Decades in technology and business across startups, enterprise, defense, and nonprofit. Knows what organizations actually need and builds AI-powered services that deliver it.
Guy Rymberg
Co-Founder
AI systems engineer. Chief Engineer, Israeli Navy. Builds the AI delivery infrastructure that makes Handled fast and reliable.
What Handled is not
Not a chatbot you have to learn.
No prompting, no training, no “try a better prompt.”
Not a scope document.
No project briefs, no Gantt charts, no status calls.
Not a Zoom meeting.
If we need a call to start, we failed. (Exception: Premium tier includes 2 live hours/month if you want them.)
Not a replacement for your fiduciary duty.
The final work product and every recommendation are yours. We don’t sign off. You do.
Not AI slop.
Everything that leaves our shop is reviewed by a human before you see it.
Your first request is free.
No credit card. No commitment. First iteration back in 5 business days — keep iterating with us until you sign off. The only way to understand what “handled” means is to have something handled.
Simple pricing. Cancel anytime.
All plans do the same work. Plans differ in how fast you get it back.
What we handle — on every tier
- Summaries & briefsprospectuses, fund fact sheets, custodian statements, trust documents, ADV updates
- Drafts & documentsclient review cover letters, prospect follow-ups, quarterly market notes, meeting agendas, Reg BI disclosure checklists
- Research & analysismanager due diligence, rollover comparisons, retirement cash-flow models, Roth-conversion ladders, tax-drag deltas
- Tools & systemshousehold AUM dashboards, prospect pipeline trackers, review-cadence monitors, branded deliverable libraries, CCO compliance logs
- Data & insightsRedtail/Wealthbox/Orion exports, holdings & cost-basis pulls, quarterly review packets, monthly performance commentary
How every plan works
- Unlimited requests, one at a time
- Refining is free until you're happy — no extra charge
- 7-day money-back on your first paid month
- Cancel anytime
Big project? We break it into pieces. We send back one piece on your plan's pace — every 5 days on Standard, 3 on Professional, 2 on Premium. After each piece, you tell us 'done' or 'change this.' We keep going until the whole project is done.
Standard
Your work back in 5 business days — actual work, not just a reply.
If we need anything to keep going, we'll reach out sooner.
First request free. 7 days to try, no credit card.
Add live hours: $500/hr
Professional
Your work back in 3 business days — actual work, not just a reply.
If we need anything to keep going, we'll reach out sooner.
First request free. 7 days to try, no credit card.
Add live hours: $500/hr
Premium
Your work back in 2 business days — actual work, not just a reply.
If we need anything to keep going, we'll reach out sooner.
- + 2 hours of live Zoom each month for strategy, training, or Q&A.
First request free. 7 days to try, no credit card.
Add live hours: $500/hr
| Plan attribute | Standard | Professional | Premium |
|---|---|---|---|
| Monthly price | $1,500/month | $2,750/month | $5,000/month |
| Quarterly price (10% off) | $1,350/month | $2,475/month | $4,500/month |
| Annual price (17% off) | $1,250/month | $2,292/month | $4,167/month |
| Billing period | Monthly, quarterly, or annual. Cancel anytime. | ||
| What we handle | Summaries & briefs — prospectuses, fund fact sheets, custodian statements, trust documents, ADV updates; Drafts & documents — client review cover letters, prospect follow-ups, quarterly market notes, meeting agendas, Reg BI disclosure checklists; Research & analysis — manager due diligence, rollover comparisons, retirement cash-flow models, Roth-conversion ladders, tax-drag deltas; Tools & systems — household AUM dashboards, prospect pipeline trackers, review-cadence monitors, branded deliverable libraries, CCO compliance logs; Data & insights — Redtail/Wealthbox/Orion exports, holdings & cost-basis pulls, quarterly review packets, monthly performance commentary | Summaries & briefs — prospectuses, fund fact sheets, custodian statements, trust documents, ADV updates; Drafts & documents — client review cover letters, prospect follow-ups, quarterly market notes, meeting agendas, Reg BI disclosure checklists; Research & analysis — manager due diligence, rollover comparisons, retirement cash-flow models, Roth-conversion ladders, tax-drag deltas; Tools & systems — household AUM dashboards, prospect pipeline trackers, review-cadence monitors, branded deliverable libraries, CCO compliance logs; Data & insights — Redtail/Wealthbox/Orion exports, holdings & cost-basis pulls, quarterly review packets, monthly performance commentary | Summaries & briefs — prospectuses, fund fact sheets, custodian statements, trust documents, ADV updates; Drafts & documents — client review cover letters, prospect follow-ups, quarterly market notes, meeting agendas, Reg BI disclosure checklists; Research & analysis — manager due diligence, rollover comparisons, retirement cash-flow models, Roth-conversion ladders, tax-drag deltas; Tools & systems — household AUM dashboards, prospect pipeline trackers, review-cadence monitors, branded deliverable libraries, CCO compliance logs; Data & insights — Redtail/Wealthbox/Orion exports, holdings & cost-basis pulls, quarterly review packets, monthly performance commentary |
| Turnaround time | Your work back in 5 business days (actual work, not just a reply). | Your work back in 3 business days (actual work, not just a reply). | Your work back in 2 business days (actual work, not just a reply). |
| Premium bonus | — | — | + 2 hours of live Zoom each month for strategy, training, or Q&A. |
| How every plan works | Unlimited requests, one at a time; Refining is free until you're happy — no extra charge; 7-day money-back on your first paid month; Cancel anytime. | ||
| Big projects | Big project? We break it into pieces. We send back one piece on your plan's pace — every 5 days on Standard, 3 on Professional, 2 on Premium. After each piece, you tell us 'done' or 'change this.' We keep going until the whole project is done. | ||
| Live hours add-on | $500/hr | $500/hr | 2 live hours/month included |
| Money-back guarantee | 7-day money back on your first paid month. | ||
Frequently asked questions
Written by Gabriel Rymberg, Co-Founder, Handled · Last updated
Ready to get things handled?
First request free. 7 days to try, no credit card.
7-day money-back guarantee on your first paid month.
3 minutes. No credit card. First request free. From $1,500/mo.
I know what I want — start my free request →No meetings
Ever
Live hours
Available
Refining is free
Until you're happy
Cancel anytime
No penalties
Questions? contact@handled.team