AlphaDesk Founding Pilot Program

Launch a premium RIA operating stack before your competitors do.

AlphaDesk is opening a limited number of paid pilot seats for firms that want one polished operating layer across research, household reporting, CRM, billing, reconciliation, compliance, and advisor workflow execution.

01
White-glove migration. We help map your current stack, move data, and stand up the workspace around your real operating model.
02
Founder-level rollout support. Pilot firms get a higher-touch implementation cadence, faster feedback loops, and roadmap access.
03
One system your team can actually live in. Replace fragmented software, handoffs, and spreadsheet ops with a more elegant daily workflow.
Apply for founding pilot Watch walkthrough

Best fit: independent RIAs with approximately $50M-$300M AUM, 2-10 team members, and a real desire to consolidate their tech stack.

Pilot economics

Revenue is not the point. Proof is.

The pilot is priced to create commitment, not friction. The goal is to help a small group of firms go live, replace real workflows, and become strong reference accounts.

$1,500
Desk pilot setup fee with migration planning
$599/mo
Desk pilot monthly subscription
$3,000
Desk Team setup for larger onboarding workstreams
$1,249/mo
Desk Team monthly subscription
Pilot packages

Two launch paths, both designed for real implementation.

These are not generic trials. They are structured launch programs for firms that want to evaluate AlphaDesk against the actual operational burden of running the firm.

Desk Pilot

For solo and small teams

$1,500 setup + $599/mo
90-day pilot commitment

Best for firms that want to consolidate research, reporting, CRM, billing, and daily operating workflows into one premium workspace.

  • + Founder-led launch planning and migration intake
  • + One live Desk workspace with implementation support
  • + Weekly rollout cadence during the pilot window
  • + Priority feedback loop on reporting and workflow requests
Apply for Desk Pilot
Desk Team Pilot

For firms standardizing across advisors and ops

$3,000 setup + $1,249/mo
Higher-touch rollout with team coordination

Best for firms that need a deeper migration plan, shared workflows, and more deliberate change management across advisors, operations, and service staff.

  • + Up to 3 advisor seats and 3 operations seats during pilot
  • + Team workflow review and implementation sequencing
  • + Priority onboarding queue for reporting and migration support
  • + Better fit for firms replacing multiple incumbent systems at once
Apply for Desk Team Pilot
ROI calculator

Model the value of consolidation before the first call.

Use this quick calculator to estimate the annual cost of fragmented software, manual admin time, and the operational drag of your current stack.

AlphaDesk can remove operational drag quickly.

The numbers below are directional. They are meant to help you frame the business case for pilot timing and stack consolidation.

Annual software and admin cost today
$0
Includes monthly software spend, manual admin time, and leakage inputs.
Estimated first-year savings
$0
After AlphaDesk pilot fees and subscription costs.
Estimated payback window
0 months
Based on the monthly value created by consolidation.

A cleaner operating system compounds. The less your team re-keys, reconciles manually, or stitches reports together, the more time shifts back to advice and growth.

Launch sequence

The pilot is structured to get to live usage, not just screenshots.

Week 1

Stack review and migration scope

We capture your current CRM, reporting, planning, billing, and custodial workflows, then define what AlphaDesk should replace first.

Week 2

Workspace configuration

We stand up the workspace, tailor the command center, reporting, and onboarding flows, and align the rollout path to your actual firm structure.

Weeks 3-6

Migration and parallel run

We move data, validate outputs, and use AlphaDesk alongside the incumbent stack until workflows are reliable enough for daily use.

Weeks 7-12

Live adoption and refinement

Your team starts operating inside AlphaDesk while we tighten friction points, reporting, and migration gaps with a weekly feedback loop.

Migration coverage

Designed for firms replacing real software, not just adding another tab.

Research and reporting

Move from fragmented research, reporting, and memo tools

AlphaDesk already covers daily briefings, plain-language research prompts, household reporting, PDF generation, and memo workflows in one workspace.

CRM and service

Consolidate client operations and team follow-through

Use one workspace for client profiles, onboarding, tasks, agreements, review scheduling, and operational follow-up instead of scattered notes and separate systems.

Billing and reconciliation

Reduce spreadsheet risk around fee operations

Billing exports, reconciliation workflows, and operational controls are already part of the product and keep getting deeper as integrations mature.

Trust and diligence

Give prospects and internal stakeholders a credible operating story

Pilot firms get a cleaner narrative for technology, controls, client service, and workflow maturity than most stitched-together advisory stacks can offer.

Ready to see if AlphaDesk fits your firm?

Apply for the pilot, watch the walkthrough, or review the Trust Center first. The right next step depends on how close you are to changing systems.

Apply now Watch walkthrough