Pinnacle Wealth Grows AUM 40% Per Advisor
How a 10-advisor wealth management firm unified client relationships and risk analytics into one platform — and grew assets under management per advisor by 40%.
The Challenge
Pinnacle Wealth managed over $800M in assets across 10 advisors. Redtail served as the client CRM while Riskalyze handled risk tolerance assessments and portfolio analytics. The two systems required constant manual data transfer.
Advisors couldn't see risk profiles alongside client notes and meeting history. Prospect follow-ups slipped because there was no unified pipeline view. The firm was leaving growth on the table because advisors spent too much time on admin instead of deepening client relationships.
- Risk profiles disconnected from client CRM
- Prospect follow-ups falling through cracks
- Advisors spending 6+ hours weekly on admin tasks
- No firm-wide pipeline or AUM growth dashboard
The Solution
Pinnacle Wealth migrated to Dewx over four weeks, unifying client relationships, prospect management, and portfolio insights into a single advisor workspace.
GTM Hub — Prospect Pipeline
Full prospect-to-client lifecycle with automated follow-ups and meeting scheduling integration.
CX Hub — Client Workspace
Unified client profiles with notes, meeting history, risk tolerance, and portfolio snapshot in one view.
Portal — Client Communication
Secure messaging, document sharing, and review scheduling with full compliance-ready audit trails.
Dew AI — Meeting Prep
AI-generated meeting agendas, client review summaries, and personalized outreach drafts.
The Results
40%
AUM growth per advisor
6 hrs
Saved per advisor per week
2x
More prospect meetings booked
2 → 1
Tools consolidated into Dewx
Timeline
Migrated client records and risk profiles from Redtail and Riskalyze into unified profiles.
Configured prospect pipeline, automated follow-up sequences, and meeting scheduling.
Rolled out Portal for secure client communication and document sharing.
Activated Dew AI meeting prep tools and firm-wide AUM growth dashboard.
“I used to toggle between Redtail and Riskalyze a dozen times a day. Now I open Dewx and everything about my client is right there — notes, risk profile, next steps. My AUM is up 40% because I spend time with clients, not with software.”
Features That Made the Difference
Prospect Pipeline
Track every prospect from first contact to onboarded client.
Unified Client Profiles
Notes, meetings, risk tolerance, and portfolio in one view.
Secure Client Messaging
Compliance-ready communication with audit trails.
AI Meeting Prep
Auto-generated agendas and client review summaries.
AUM Dashboard
Firm-wide and per-advisor AUM tracking in real time.
Advisor Performance
Track client acquisition and retention rates per advisor.
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