Legacy Wealth Delivers 50% More Financial Plans
How an 8-advisor wealth management firm unified client management and risk assessment — and scaled their planning capacity by half.
The Challenge
Legacy Wealth managed $200M in assets under management using Wealthbox for CRM and Riskalyze for risk assessments. Each new financial plan required gathering client data in Wealthbox, running risk questionnaires in Riskalyze, and then manually assembling the plan in a separate document.
The disjointed process meant advisors could only handle a limited number of plans per quarter. Review meetings lacked real-time data, and client communication happened through personal email with no audit trail.
- Financial plan assembly required 3+ hours of manual work per client
- Risk assessments disconnected from client CRM records
- No unified communication trail for compliance requirements
- Review meeting prep consumed 2+ hours per client
The Solution
Legacy Wealth migrated all client records and workflows to Dewx in three weeks, creating a seamless flow from prospect onboarding through plan delivery and ongoing review.
GTM Hub — Client Pipeline
Track prospects from initial consultation through plan delivery with automated task sequences per stage.
Portal — Client Communication
Compliant, auditable communication channel for sharing plans, documents, and review materials.
OPS Hub — Fee Tracking
AUM-based fee calculations, billing cycles, and revenue forecasting tied to each client relationship.
Dew AI — Plan Drafting
AI-generated plan summaries, meeting prep notes, and client-facing reports from structured data.
The Results
50%
More financial plans delivered per quarter
60%
Faster meeting prep time
100%
Communication audit trail for compliance
2 → 1
Tools consolidated into Dewx
Timeline
Migrated client database from Wealthbox; configured GTM Hub pipeline and task sequences.
Set up Portal for compliant communications; integrated OPS Hub fee tracking.
Onboarded all 8 advisors; activated Dew AI for plan drafting and meeting prep.
Plan output up 50%; advisors spending time advising instead of assembling documents.
“We used to spend more time assembling plans than advising clients. Dewx automated the grunt work so our advisors can focus on what matters — building relationships and delivering better outcomes.”
Features That Made the Difference
Client Lifecycle Pipeline
From prospect to long-term client, every stage tracked.
Compliant Messaging
Full audit trail for every client communication.
AUM Fee Automation
Auto-calculated fees tied to assets under management.
AI Plan Summaries
Generate client-facing summaries from structured plan data.
Revenue Forecasting
Project fee revenue based on pipeline and AUM growth.
Advisor Capacity View
Track client load and plan output per advisor.
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