How do you handle confidential client data?

NDA on request, signed before the first file crosses. We don’t train models on your data, we don’t share work between clients, and we retain files only as long as needed to complete the engagement. Deliverables live in your workspace; ours gets wiped on cancellation. For documents you consider sensitive, redact PII before sending — our work doesn’t need names to be useful.

How does this square with the SEC Marketing Rule, FINRA advertising, and my Form ADV?

Any client communication we draft is a draft — your CCO or designated principal reviews and approves before it goes out, same as any advertising piece. We don’t make performance claims, hypothetical projections, or testimonial-style statements in drafts by default. If your compliance manual requires specific disclosures on market commentary or comparison memos, send us the language and we’ll include it on every deliverable. Handled is not a solicitor, promoter, or placement agent, and nothing we produce is a recommendation to any retail investor.

What about conflict checks and who owns scope?

Conflict checks are your firm’s responsibility, full stop. Before sending us anything related to a prospect or client, confirm the engagement fits your fiduciary obligations and your firm’s policies. We follow the scope you describe in plain language. If a request is ambiguous, we ask one clarifying question and then deliver — we won’t guess.

How do I know the output is accurate?

You verify. That’s the point. We do the 90% of legwork — pulling numbers from statements, cross-checking expense ratios, building the comparison grid — so you can spend your time on the 10% that needs your judgment. A human on our team reviews every deliverable before it ships, but that review is for clarity and completeness, not a substitute for your sign-off.

Is this "doing client work"? Are you practicing as an advisor?

No. Think of us as a back-office analyst — the role a mid-size RIA fills with a paraplanner or junior associate. We prepare materials, draft copy, and build comparisons. We don’t meet with your clients, we don’t give investment advice, and we don’t establish any advisory relationship with the people whose names appear in your documents.

Can you work across Redtail, Wealthbox, Orion, eMoney, and Holistiplan exports?

Yes. We work in whatever you export — CSVs, PDFs, screenshots, or cleaned spreadsheets. We don’t need direct platform access to produce review packets, comparison memos, or client notes. If you want us inside a system, we’ll follow your firm’s read-only access protocol; more commonly, advisors send exports and we send back deliverables.

Can I try one request before subscribing?

Yes. Your first request is free, no credit card, no sales call. First iteration back in 5 business days; keep iterating with us until you sign off. Send us a realistic piece of work — a prospect research brief, a one-client comparison memo, a review packet — and judge the output on its merits. If it doesn’t save you meaningful time, don’t subscribe.

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%.

Two things we’d handle for you, in 3 minutes I know what I want — start my free request

No signup yet. Just pick what feels right. Subscriptions from $1,500/mo.

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.

Gabriel Rymberg

MBA. Decades in technology, business, startups, enterprise, defense, nonprofit.

Guy Rymberg

Chief Engineer, Israeli Navy. Automation and systems expert.

Built by professionals, for professionals. The AI Masters 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 numbers financial advisors already know

20%

Percentage of an advisor’s time actually spent in client meetings — the rest is prep, research, follow-up, and admin

Source: Kitces Research — Advisor Productivity & Team Leverage

2+ hrs

Hours the typical advisor spends behind the scenes for every one hour spent client-facing

Source: Kitces Research — Advisor Productivity & Team Leverage

83%

RIA firms citing limited resources and advisor time as a major or moderate challenge to growth

Source: Cerulli Associates — U.S. RIA Marketplace 2025

Share of advisor time allocated to business development — about 3 hours a week, the rest is consumed by back-office work

Source: Cerulli Associates — U.S. RIA Marketplace 2025

The three things financial advisors ask us to handle

Summarize

A $3.2M prospect just asked how your firm’s model portfolios compare to the 60/40 she already owns at Fidelity. The review is Monday. It’s Friday at 5.

What we deliver: A 3-page comparison memo — returns, risk, expense ratios, tax drag, rebalancing cadence — written in plain English with a one-page executive summary on top.

Research

You have 40 client reviews this quarter. Each one needs a refreshed packet: holdings, performance vs. benchmark, planning updates, tax moves, talking points. Your associate left in February.

What we deliver: 40 branded review packets, consistent format, pulled from your Orion or Redtail exports. Flagged items called out by a human before delivery.

Process

Process (review)

You want to send a monthly market note. You’ve sent two this year. The blank page at 10 PM on Sunday keeps winning.

What we deliver: A 600–900-word client-ready note, sourced from public commentary, written in your voice after a short sample review. Compliance-friendly language, no predictions, no recommendations — a draft you actually send.

Draft

We do 90%. You do the 10% that actually requires fiduciary judgment.

Handled is not an AI tool you need to learn. It's not a chatbot you have to prompt. It's a service.

You describe what you need. We deliver a done piece of work. You read it, apply the expertise that took decades to build, catch the thing the AI would never catch, and approve it.

That's the 10% that matters. The 90% — the reading, the drafting, the categorizing, the structuring — we handle.

This isn't about replacing anyone. It's about making sure a $400/hour professional isn't doing $40/hour work.

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

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. 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

Decades in technology and business. MBA. Startups, enterprise, defense, nonprofit — every role from writing code to running the business. Knows what organizations actually need and how to deliver it.

Guy Rymberg

Co-Founder

Chief Engineer, Israeli Navy. Automation and systems expert. Builds the 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

$1,500/month

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

$2,750/month

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

$5,000/month

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

Swipe to compare plans →

Standard

$1,500/month

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

$2,750/month

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

$5,000/month

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

Handled pricing tiers (Monthly): Standard, Professional, Premium. All plans include free refining until you say it's done.
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.

Questions financial advisors ask us

Handled also works for...

Handled for CPAs

Handled takes the work. You keep the judgment.

Handled for Fractional CFOs

Handled takes the work. You keep the judgment.

Handled for Lawyers

Handled takes the work. You keep the judgment.

You know the client in front of you. We know what to put in the packet.

Two things we’d handle for you, in 3 minutes I know what I want — start my free request

Answer 3–5 questions. Walk away with 2 specific things we’d do for you — either one can be your free first request.

No credit card. No scope document. No meeting required. Subscriptions from $1,500/mo, cancel anytime.

Handled takes the work. You keep the judgment.

No signup yet. Just pick what feels right. Subscriptions from $1,500/mo.

We do 90%. You do the 10% that actually requires fiduciary judgment.

Handled is not an AI tool you need to learn. It's not a chatbot you have to prompt. It's a service.

You describe what you need. We deliver a done piece of work. You read it, apply the expertise that took decades to build, catch the thing the AI would never catch, and approve it.

That's the 10% that matters. The 90% — the reading, the drafting, the categorizing, the structuring — we handle.

This isn't about replacing anyone. It's about making sure a $400/hour professional isn't doing $40/hour work.

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

Built by professionals, for professionals

Gabriel Rymberg

Co-Founder

Guy Rymberg

Co-Founder

Chief Engineer, Israeli Navy. Automation and systems expert. Builds the 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.

Handled pricing tiers (Monthly): Standard, Professional, Premium. All plans include free refining until you say it's done.

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

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

Live hours add-on

$500/hr

2 live hours/month included

Money-back guarantee

7-day money back on your first paid month.

Questions financial advisors ask us

You know the client in front of you. We know what to put in the packet.

Answer 3–5 questions. Walk away with 2 specific things we’d do for you — either one can be your free first request.

No credit card. No scope document. No meeting required. Subscriptions from $1,500/mo, cancel anytime.