For independent RIA owners and managing partners
See If You Qualify For A Practice Automation Audit
A few quick questions, then we'll tell you if a two-to-four-week, $2,500 practice audit (credited in full toward the build) makes sense for your firm.
Nothing to install on your end. We'll follow up within 24 hours if you qualify.
Is admin work eating into your week?
Be honest, we only ask so the audit is worth your time.
What's the biggest headache in your business right now?
Pick the one that costs you the most time.
How many people are on your team?
It helps us size the audit to your firm.
What's your role at the firm?
So we send the audit details to the right person.
Where should we send your audit details?
Confidential and no-obligation. Our team will reach out within 24 hours if you qualify.
Sounds like the timing isn't right
No problem, and no hard sell. The Practice Automation Audit is a two-to-four-week, $2,500 engagement, and it only pays off when you're ready to invest in fixing this. When the timing is better, come back and start again.
In the meantime
Grab our free breakdown of the admin tasks independent RIAs automate first. When you're ready for the audit, we'll be here.
Does a $2,500 practice audit, credited in full toward the build if you move forward, fit what you'd invest to fix this?
Be straight with us, it just helps us know if the timing is right.
You qualify for the Practice Automation Audit
Thanks for applying. Based on your answers, your firm is a fit for the Practice Automation Audit: a two-to-four-week review for $2,500, credited in full toward the build if you move forward. Our team will reach out within 24 hours.
What happens next
- 1We'll reach out within 24 hours to confirm the details.
- 2A two-to-four-week Practice Automation Audit of your firm, for $2,500.
- 3The full $2,500 is credited toward the build if you move forward.
While you wait, see how Stoa Park works inside your stack.
Visit stoapark.com