Senior engineers on retainer, not on a ticket queue. Designed and shipped for financial advisors, not generic templates with financial advisors swapped in.
Most financial advisors are operating on sites or software stacks built three to five years ago for a different version of the buyer. Client onboarding runs on PDFs, e-sign, and re-keying into the CRM and custodian portal, so new accounts take days to fund. The infrastructure decisions that compound are the ones made with the operator in the room, not the ones made in a vacuum.
Inparlor's Maintenance & Support engagement for financial advisors reflects that. Software rots if no one tends it: dependencies drift, security advisories pile up, and the small feature you needed last month is still in someone's inbox. The deliverables below are scoped against the unit economics, your AOV and retention.
Where most agencies treat financial advisors as another vertical to learn on, we treat the vertical as the starting point. Performance reporting and account data live across custodian, planning, and CRM tools that never reconcile into one client view. We will tell you on the first call which of those constraints is binding and which is solvable inside the engagement.
3-10 days
New-account onboarding time
8-16 hrs
Staff hours on paperwork/week
$300,000-$1,200,000
Average new AUM per household
30-55%
Client portal adoption gap
48 hours
Maintenance proposal turnaround
Issues come in through one tracked channel with response and resolution times you can hold us to. No more requests lost in a DM, every ticket has an owner, a priority, and a clock.
Uptime, errors, and performance are watched continuously, so we catch the outage before your customers do. We hear about the problem from a monitor, not from your support inbox.
Frameworks, libraries, and security patches stay up to date on a regular cadence, so the stack does not rot into a risky, expensive upgrade two years from now. Small steady updates beat one painful rewrite.
Every quarter we step back, review what broke, what is aging, and what the business needs next, and plan the work. Maintenance is not just keeping the lights on, it is steering what gets built next.
Maintenance for B2B SaaS
Engineering backlog age: 1-3 quarters
Maintenance for B2C SaaS
Trial-to-paid conversion: 30-60%
Maintenance for DTC E-Commerce Brands
Mobile storefront load time: 1.5-4s+
Maintenance for Real Estate Agents
Listing-to-site sync lag: minutes vs. days
Maintenance for Fitness Studios
Front-desk hours on admin/week: 8-15 hrs
Maintenance for Law Firms
Intake response time: <1 hr vs. hours
We respond within 48 hours with scope, pricing, and the team that would actually run the engagement.
Get a proposalOr explore the full Maintenance & Support page · Financial Advisors hub