Modernize wealth management with AI-powered portfolio analytics, robo-advisory deployment, client reporting automation, and digital onboarding for RIAs and family offices.
What We Deliver
Robo-Advisory Deployment
Portfolio Analytics AI
Client Reporting Automation
Digital Onboarding
Fee Billing Automation
Compliance Monitoring
Engagement Tiers
Starter — $2,500: Assessment, roadmap, and priority quick-wins.
Growth — $7,500: Full strategy plus hands-on implementation support.
Scale — $18,000: End-to-end deployment, integrations, and 90-day optimization.
Enterprise — $50,000+: Dedicated pod, ongoing managed service, and SLA.
Why BOOJEE Estate
AI-first methodology — every engagement starts with automation leverage.
30-day quick-wins guaranteed or we extend at no charge.
Bilingual delivery in 8 languages across 5 countries.