What Is Real Time-Wealth?

What is Real Time-Wealth?

Real Time-Wealth is all about creating space - for your team, your clients, and your bottom line.

It’s about building an advice business that runs smarter:
→ Less admin.
→ More data-driven decisions.
→ Better margins.
→ Happier clients.

How? By automating the stuff that chews up your time and giving you real-time access to the data you need - without the spreadsheet drama.

With Real Time-Wealth, your advisers spend more time advising and less time chasing tasks.

What Powers Real Time-Wealth?

Time Optimisation

Ditch the manual grind. Automate the repetitive stuff so your team focuses on what matters - clients, strategy, growth.

Profitability Through Efficiency

More advice, less admin. That’s margin you can scale.

Real-Time Data

Dashboards that update right now - no more end-of-month surprises.

Built-in Compliance

Automation locks in data quality and keeps you audit-ready.

Happier Clients

Faster turnaround. Fewer errors. More love from your clients.

Why It Matters

Most advice firms burn too much time on admin - hurting service, margin, and scale.

Real Time-Wealth flips that.

It clears the decks so advisers can deliver higher-value advice, strengthen relationships, and grow the business - without burning out.

How Do You Measure It?

This isn’t just a vibe - you can (and should) track your Real Time-Wealth. Here’s how:

Time Saved

KPI: Hours saved per week
How: Compare time spent on tasks like scheduling, docs, compliance—before and after automation.
Example: From 10 hours to 2 hours? That’s an 80% win.

Profitability Boost

KPI: Revenue per adviser; admin cost savings
How: Compare revenue and ops costs pre/post automation.
Example: Saving $50k in admin costs while onboarding more clients? That’s margin magic.

Faster Decisions

KPI: Time to generate reports / act on data
How: Track report turnaround times.
Example: Compliance reports going from 3 days to instant? That’s Real Time-Wealth.

Client Experience

KPI: Satisfaction scores, retention, referrals
How: Feedback surveys, NPS, client engagement data.
Example: Fewer no-shows, happier clients, more referrals.

Data & Risk

KPI: Error rates, compliance breaches
How: Monitor data quality and flagged issues over time.
Example: Pre-built automation catching errors before they hit the file.

Bottom Line

Real Time-Wealth is what happens when your systems, data, and workflows are in sync - letting your advisers do more high-value work and your business scale sustainably.

And that’s exactly what we build at Captegra.

Ready to shift gears? Let’s talk.

< Older Post

Salesforce Summer '25 Flow Releases

By Stephen Bell • June 16, 2025

5 Game-Changing Salesforce Flow Features You Should Be Using

Welcome to "Flow & Tell"

By Stephen Bell • June 15, 2025

Welcome to Flow & Tell Let’s be real: most blogs about tech and financial services read like a toaster manual. Not here. Flow & Tell is our new blog designed for people who want to build better, faster, and smarter financial planning practices using technology — without falling asleep halfway through a paragraph. We’re part tech nerd, part advice nerd, and 100% automation-obsessed. If that sounds like your kind of cocktail, you’re in the right place. Here’s what you can expect from Flow & Tell: Fresh features explained fast – We break down our latest releases as well as the latest Salesforce tools (and other tech) into plain English, with a side of cheeky. Real-world automation wins – From meeting scheduling to implementation checklists, we’ll show how smart workflows save you time and sanity. Practical upgrades, not fluff – If it’s not useful, we won’t write about it. We’re not here to philosophise. We’re here to get sh*t done. Whether you’re an adviser looking to modernise your process, or an ops lead trying to wrangle your CRM into something that doesn’t make people cry — this blog’s for you. No jargon. No fluff. Just Real Time-Wealth ideas to build a better practice. Welcome to Flow & Tell. Let’s make your process work as hard as you do.