You didn’t spend 20 years building books of business
to rebuild a client review deck at midnight.
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%.
Problem → Plan → Solution. You describe what you need, we respond with a detailed plan, and if you say go, we build the solution.
No credit card. The Plan delivered in 5 business days.
— A real estate construction lawyer
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.TheAIMasters, LLC
The process
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 2025Why Handled
Not 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
Your problems. Our expertise.
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 |
Client stories
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)
Who we are
Built by professionals,
for professionals
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.
Co-Founder
Gabriel Rymberg
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.
Co-Founder
Guy Rymberg
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.
How the subscription works.
Two things make the subscription work the way it does. Both are deliberate.
Throw as many problems at us as you have.
We work on up to three at a time. Close one, the next starts. Don't dole them out — bring everything that's stuck. One problem usually surfaces the next; that's how this works best.
Pay only when we're working.
You pay while we're actively building or refining. When you sign off and nothing's in flight, payment stops automatically — no cancel button to find, no annual lock-in.
A typical year ends up closer to $6,000than $18,000 — because you only pay on the months we're working.
- 1Tell us your problem.You get the Plan in 5 business days. Free. No credit card.
- 2Say go.The subscription starts. Bring us up to three problems at once — we work on all of them.
- 3You sign off.When everything's signed off and nothing's in flight, billing pauses automatically.
- 4Open a new one anytime.A new request resumes the subscription for as long as we’re building. Refining is included — unlimited iterations until you sign off.
- 5Forever after.Anything we built that stops doing what we said it would, we fix free. Lifetime guarantee, no active subscription required.
Questions people ask.
Written by Gabriel Rymberg, Co-Founder, Handled · Last updated
Ready to get things handled?
Describe the problem. Get The Plan in 5 business days. Decide whether to subscribe from there.