Coellaborate provides CRM, workflow, and operations consulting for small and boutique Registered Investment Advisors (RIAs). Founded by a Certified Financial Planner professional and data management specialist with database design expertise, the business combines technical knowledge with an understanding of how advisory firms serve clients. Its work is tailored to each firm’s philosophy, processes, and approach to client care rather than built from a standard template.

Services include CRM setup and optimization, technology integrations, workflow design, rules-based automation, data migration, and custom client and prospect forms. Coellaborate also creates standard operating procedures, templates, and training libraries to support consistent service, staff development, and smoother onboarding. A practice visibility review assesses a firm’s website and online presence and provides prioritized recommendations.

The company works with a range of financial planning, CRM, productivity, and communications platforms, including Redtail, Wealthbox, Salesforce, Zapier, eMoney, and Google Workspace. Coellaborate helps advisors streamline back-office work, improve data organization, document repeatable processes, and build operational systems that can adapt as their firms grow.