Our founder is a licensed U.S. principal who’s raised billions at firms like Franklin Templeton, Legg Mason, and American Century — managing high-stakes relationships across wirehouses, RIAs, and broker-dealers.
We embed analysts trained in U.S. investment workflows — offering institutional-grade support at a fraction of in-house cost.
We combine capital markets experience, automation, and offshore talent to actively help you grow — from cold calling and pipeline tracking to conversion-optimized outreach.
We support the full advisor-client lifecycle with macro research, behavioral coaching materials, client-approved workshops, and generational planning tools that boost engagement and retention.
Our team leverages AI tools to predict client behavior, automate alerts, and stress-test portfolios — empowering you to make faster, smarter, more personalized decisions.
No recruiting. No training. No onboarding headaches. We embed ready-to-go talent within weeks — full-time or part-time.
We align with SEC marketing rules, FINRA supervision standards, DOL fiduciary guidelines, and more. You stay compliant without lifting a finger.
Delivered via AWS Workspaces with MFA, role restrictions, and full audit logs — no local data storage, ever.
Each SouthBay resource blends admin, analytics, and communication — reducing team complexity and delivering full-spectrum value from a single point of contact.
From kickoff to delivery, we aim for measurable ROI within 90 days. If not, your next month is on us.
