Organize and leakproof your revenue lifecycle.
Bring agreed fees, invoices and receipts into one accountable cycle. See what has been billed, what has been collected and which differences need a decision before they become revenue leakage.
Wealth Management
Revenue and client operations carried from start to finish by governed agents, giving your team more time for clients.
Your clients trust you with their future. You deserve the same commitment from us.
Our commitment to transparent AIOrganize and scale revenue and client operations with AI
Stay ahead of client commitments.
Capital calls, private investment statements and upcoming obligations stay connected to the client. Give your team time to prepare, with the context behind each funding and reporting decision.
Make growth a relationship story.
Support more households and more complex portfolios without carrying every new task by hand. Give advisors capacity for planning, client conversations and the relationships that grow your firm.
Built around your advisors and the clients they serve.
Start with the work holding your RIA back: revenue reconciliation, capital-call coordination or the records behind client reporting. Our deployment team works alongside operations and finance to map the sources, agree the approval points and validate the outcome before it becomes part of your working day.
Your firm’s judgment guides the work.
Fee agreements, household relationships and operating procedures give the agent context. Your team sets the policies and reviews the actions that need a decision.
The follow-through stays connected.
Replies, exceptions and approvals stay with the records behind them. The agent picks up the next step while your advisors stay close to the client.
Story from the field
Revenue Agent: scalable revenue lifecycle automation with FinOps Partners.
Why wealth managers choose Boagent.
An operations teammate for your RIA. Agents carry routine work and investigations through to an answer, while your people keep judgment, approvals and client relationships.
From the fee agreement and billed AUM to the invoice, receipt and management report, your Revenue Agent keeps the cycle connected. It investigates billing and collection differences, prepares corrections for approval and brings advisor replies back into the work. An outstanding payment stays open with a next step, so your team knows what is earned, collected and still due.
Agreed fees · invoices · receiptsBoagent
Bill, collect, record, report. One connected job.
Turn a fund notice into a clear client commitment: the amount, due date and supporting records in one place. A configured capital-call workflow checks the notice against saved instructions and available liquidity, then brings discrepancies and proposed next steps to your team. Your people authorize funding; the agent keeps the preparation and follow-up moving.
Fund notice · client records · due dateBoagent
A funding decision with its context attached.
Manager statements arrive in different formats and on different schedules. Bring NAV, capital activity, fees and commitment data into consistent records alongside public holdings and income. Missing statements and conflicting values stay visible, giving your team a clearer basis for client reporting and fewer documents to chase before a review.
PE statements · holdings · incomeBoagent
A portfolio picture with the gaps still visible.
A client question about cost basis or gains should not become a multi-day search. Reconcile tax lots and investigate differences in income, corporate actions and holdings with the evidence attached. Give advisors an answer they can stand behind and operations a clear record of the work, with more room for the planning conversation that follows.
Read the RIA reconciliation storyTax lots · cost basis · client questionsBoagent
Supported answers, ready for the advisor.