Your successor inherits the files and the phone list, but not the thinking. Wallace builds a digital twin of how you actually run the book, audited against what you really do, and hands it to whoever takes over.
On-device capture. Your files never leave your computer.
When an advisor retires, the assets move and the passwords change hands. The judgment that made the book worth inheriting walks out the door with them.
Source: Cerulli Associates, U.S. Advisor Metrics.
Three movements turn a career of judgment into a digital twin, a living playbook your successor can ask anything.
Drag in the exports you already have: client lists, transaction history, emails, notes. The reading happens on your own computer. Only the anonymized pattern leaves, never a name or an account number.
A short interview fills what the files can't explain. Where your documents and your answers disagree, Wallace puts the contradiction in front of you. The output is a signed manual: every rule, where it came from, and how confident we are.
Your successor gets a chat that answers only from your signed rules, says 'not covered' rather than guess, and routes every gap back to you to fill. A weekly digest keeps it current.
Anyone can write down what they think they do. Wallace replays your last several months against your own signed rules and grades adherence, then keeps watching for drift.
The honest question: did the rule change, or did you slip?
Only from what you signed. When it doesn't know, it says so.
We'll show you where you followed your own rules and where you drifted. Nothing leaves your machine but the pattern.
We walk the audit on real advisor data. On-device, so you can bring your own files without flinching.
See exactly where the practice followed its own stated process, and where it drifted, with an adherence score.
Every client runs the way you did, from day one. Continuity your clients never feel.
The reading happens on your own machine. What leaves is anonymized, never a name or an account number. The most privacy-anxious person in the building can use it without flinching.
Let's capture it while it's still in the building.