Contact Us
Address
1234 Divi St. #1000, San Francisco, CA 94220
Phone
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FAQ
Who is this for (and who is it not for)?
For: Financial advice businesses (brokerages, networks, wealth teams) who are tired of arguing about numbers, scrambling for evidence, and running the business on “best guesses.”
Not for: Teams looking for a quick “dashboard makeover” while the underlying data stays broken — or anyone wanting us to “massage the numbers” after export. That’s the trap we’re here to kill.
What problem do you solve first: compliance reporting, operational efficiency, or performance intelligence?
We start with trusted reporting — because everything else sits on top of that.
When your scoreboard is clean and provable, you automatically unlock:
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Lower regulatory burden & cost (less panic, fewer exceptions, faster evidence)
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Operational efficiency (fewer manual workarounds)
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Performance intelligence (real drivers, not noisy metrics)
Think of it like this: we fix the scoreboard before we coach the team.
Do you need access to our client data or production systems to deliver value?
Not by default.
A big part of our model is low-risk, low-friction: we can guide your practitioners using templates, rules, evidence prompts, and control mappings without touching client data.
If deeper integration is needed later, we treat it as a separate step with proper governance, access controls, and approvals.
How does the DQTP Triage approach work in practice?
Simple: scan → fix → prove → keep it clean.
Practically, we break “fix the data” into a clear sequence:
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What’s the data meant to do? (business intent)
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What does “good” look like? (definitions + rules)
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Where is it failing? (measurement)
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What’s the impact and why? (impact + root cause)
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What controls prevent repeat pain? (prevention + monitoring)
The outcome is not “a report.” It’s a controlled, explainable reporting pipeline.
What support is included, and what does “success” look like after month 1?
Support depends on the option you choose, but success after month 1 is consistent:
✅ You have one shared definition of key metrics
✅ You know your top data failures and their real cost
✅ You’ve put controls and evidence routines in place
✅ Your team spends less time firefighting and more time improving outcomes
In short: your reporting becomes something you can stand behind, not something you have to defend.
What can we realistically expect in the first 2–4 weeks?
You should expect clarity + traction, not a never-ending “data program.”
Typical outputs include:
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A minimum required fields view (your MVP compliance dataset)
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A prioritized DQ issue register with business impact
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A rules + controls starter pack (what to check, how often, what evidence)
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An exec-ready summary: what’s broken, what it’s costing, and the next 30 days
We aim for visible progress you can defend in a meeting, not internal theory.
How do you help us prove “trusted reporting” without overclaiming compliance?
We’re strict on this: we don’t promise compliance.
What we do is make your reporting:
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Traceable (where the number came from)
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Tested (what checks it passed/failed)
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Evidenced (what you can show an auditor)
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Controlled (how you prevent the same failure next month)
That’s how you reduce regulatory stress: not by claiming perfection — by showing control and proof.
What’s the difference between the DIY kit, GPT seats, the Control Library, and a delivered pilot?
Here’s the clean breakdown:
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DIY Kit (Starter Kit) = self-serve playbook + templates + how-to-run guide
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Triage GPT seats = practitioner walkthrough + prompts + structured outputs (no data access)
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Control Library (Annual License) = your compliance-grade control + data-element mapping, updated quarterly
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Delivered Pilot = we run a fixed-scope sprint with your team and produce the exec outputs + roadmap
Same method. Different levels of speed, support, and scale.
How does licensing work, and what are the usage boundaries?
We keep licensing simple and clean:
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Company license = the organisation can use the assets internally (bounded by terms)
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Seats = named practitioner access for guided workflows (GPT seats)
We don’t do “grey area” licensing. If you want to reuse it across multiple entities or resell it, we structure that properly.
What does implementation look like with our current stack?
We design for reality — most firms run a mix of:
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spreadsheets and extracts
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CRM/admin platforms
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BI dashboards
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email-based provider files (the classic pain point)
We start where you are, then introduce Step Zero style gates (standardise → validate → log evidence) so your pipeline becomes reliable before you scale it.