How Boo can compound the work of a 40-person advisory firm managing wealth, retirement plans, and investment strategy across hundreds of client relationships.
Private client advisors, CFPs, and an investment committee managing portfolios, financial plans, and estate strategies for individuals, families, and high-net-worth clients. Asset management, tax planning, and legacy work.
Retirement plan consultants serving employers of every size. 401(k) plan design, fiduciary oversight, participant education, investment selection, and plan sponsor support. One of the largest groups of retirement plans under management in the Northwest.
Independent RIA in Bellevue, WA. Securities through LPL Financial. 30+ professionals across advisory, investment, operations, and compliance. Clients in 18 states.
02Boo lives in Slack, Teams, or wherever SCS works. It reads, writes, researches, builds, and follows up, with human judgment always in the loop.
| CAPABILITY | WHAT IT MEANS FOR SCS |
|---|---|
| Cross-source research | Pull LPL commentary, fund data, SEC filings, and internal notes into one answer |
| Document generation | Client review packets, plan sponsor reports, financial plans, proposals, and compliance docs on demand |
| Automated monitoring | Track regulatory changes, fund performance shifts, competitor fee schedules, and client milestones |
| Internal tools | Build custom dashboards for plan sponsor data, RMD tracking, or client pipeline management |
| Recurring workflows | Weekly market digests, quarterly review prep, birthday/milestone reminders, and compliance checklists |
"I used to spend the first 20 minutes of my morning pulling data for back-to-back client meetings. Now I ask for the prep and it is ready before I finish my coffee."
05Boo generates branded plan performance reports for each sponsor client. Fund returns, fee comparisons, participant stats, and fiduciary notes, formatted and ready for the committee meeting.
Every plan needs a fee reasonableness analysis. Boo pulls current 408(b)(2) disclosures, compares against industry benchmarks, and drafts the summary. What took a consultant 4 hours takes 10 minutes of review.
Build enrollment guides, investment education decks, and retirement readiness materials customized to each employer's plan lineup. Updated automatically when fund options change.
Track ERISA deadlines, Form 5500 due dates, and plan amendment requirements. Get alerted 60 days before a deadline, with draft documents attached.
Every Monday morning, Boo compiles LPL research, Fed commentary, economic data releases, and earnings summaries into a digestible brief for the investment team. No one has to aggregate it by hand.
When evaluating a new fund or replacing an underperformer, Boo pulls Morningstar data, expense ratios, manager tenure, peer comparisons, and style drift analysis into one report.
Turn the investment committee's views into polished client communications. Market updates, portfolio commentary, and quarterly letters drafted in SCS's voice, ready for advisor review.
Keith Swanson's investment team already does the thinking. Boo handles the gathering, formatting, and distribution so the committee spends its time on decisions, not data assembly.
07New accounts, transfers, beneficiary changes, and address updates each follow a different custodian's process. Boo generates the right forms, pre-fills client data, and tracks completion status so nothing falls through.
Required Minimum Distributions have hard deadlines and real penalties. Boo maintains a rolling calendar of every client's RMD date, calculates the distribution amount, and alerts the CSA team 90 days out.
Birthdays, anniversaries, age-based eligibility changes (Medicare at 65, Social Security at 62/67/70), and account review dates. Boo surfaces the right touchpoint at the right time.
SCS advises clients in 18 states. Each has different registration, privacy, and disclosure requirements. Boo tracks which states require what and flags when a new client triggers a filing.
| STEP | WHAT HAPPENS | EXAMPLE |
|---|---|---|
| 01 | Ask Boo something | "Pull the Form 5500 data for Acme Corp's 401(k) plan" |
| 02 | Boo researches, drafts, or builds | Pulls filings, compiles plan details, compares fees, drafts the summary |
| 03 | Human reviews and decides | Consultant adjusts the analysis, refines the approach, or asks for more |
| 04 | Boo learns the pattern | "Do this for every new prospect and post results to #retirement-plans" |
| 05 | It compounds | Each shortcut becomes a permanent capability for the firm |
80%
less meeting prep time
Client briefings that took 45 minutes now arrive in 2, ready for advisor review
0
missed deadlines
RMDs, Form 5500s, state registrations, and plan amendments tracked and surfaced automatically
2x
more proposals per quarter
Retirement plan RFPs and wealth management proposals generated in hours, not days
SCS operates under SEC and FINRA oversight. Boo is designed to work within regulated environments, with the access controls and audit requirements financial firms need.
12| DAY | ACTION | OUTCOME |
|---|---|---|
| 1 | Install in your workspace | Boo joins SCS's Slack or Teams. 5 minutes. |
| 2 | First real task | Generate a client meeting prep briefing or a plan sponsor report. |
| 3 | Connect tools | Link email, calendar, CRM, or document storage SCS uses today. |
| 5 | First recurring workflow | Set up the Monday market brief or RMD deadline tracker. |
| 7 | Team onboarded | Advisors, consultants, and CSAs using Boo for daily work. |
Two practices. Hundreds of client relationships. 18 states. One AI teammate that learns every process it touches and gets better every week.