SORVYNN
The operating intelligence platform for RIAs
Here is the actual work Sorvynn can take off your team today.
Sorvynn completes the real custodian paperwork from one intake form, field by field. Fidelity is the example here; Sorvynn works with any custodian, Schwab, Fidelity, or Pershing.
* For electronic confirms.
Advisor Use Only: ✓ Account referred through Wealth Advisor Solutions program (Use WAS specific G Number in Primary Authorized agent/Advisor G Number field above.)
Complete the information below. To open an account, you must provide information regarding all Trustee(s), Grantor(s), and Beneficial Owner(s) in the Personal Information section and certify the trust.
Required for all accounts. The mailing address should not be your Authorized agent's/Advisor's address.
Permanent Address of Account
Complete the information below for all trustees, grantors, and any other individual(s) with the ability to appoint and/or remove trustees or revoke/amend authority.
that apply. ✓Trustee and Grantor ✓Trustee ✓Grantor/Settlor* ✓Individual with Appoint/Remove Authority*
* See Electronic Delivery section for more details.
If Sorvynn only filled paperwork, it would be a useful feature. Now see what happens when no one gives it a form or asks it to begin.
No form this time. Sorvynn saw the meeting coming.
Onboarding started from an intake form. Review prep starts from an event on the calendar. Sorvynn observes the firm's systems and prepares the room before anyone asks.
Prepared by Sorvynn · Tuesday 6:12 AM
Performance summary
Allocation versus target
| Asset class | Current | Target | |
|---|---|---|---|
| Equities | 68% | 60% | +8% drift |
| Fixed income | 24% | 32% | -8% drift |
| Alternatives | 4% | 4% | On target |
| Cash | 4% | 4% | On target |
Since the April review
- $25,000 deposit received in June, still sitting in cash
- RMD of $18,400 due on Rob's IRA by December 31
- Client asked about raising $40,000 for a kitchen renovation
Open items from the April review
- Update beneficiary on Rob's IRA (…4417)Still open
- 529 rollover paperworkCompleted ✓
Suggested talking points
- Trim equities toward target and fund the $40,000 kitchen raise from the overweight
- Set the RMD plan now instead of scrambling in December
- Close out the beneficiary update, five minutes at the end
Compliance flags
- Beneficiary designation missing on IRA (…4417)Flag
- Advisory agreement renewal due in OctoberFlag
One Program began with an intake. This one began with an event. Now watch a recurring Program run on its own schedule.
Every workflow runs the same way: governed, approved, on the record.
Onboarding and review prep are two Programs among twelve. What follows is the platform behind all of them: how Sorvynn installs inside your environment, discovers work, and compounds what your firm knows.
Your most mundane work becomes effortless.
You review and approve. Sorvynn does the rest. Watch one client-reporting Program run itself, then see how Sorvynn expands across the firm.
Client reporting is the example. Operating capacity is the outcome.
Different triggers. Different systems. Different work. The same governed platform underneath all three.
Now run the full workflow, end to end.
This is the same report from the opener, from blank template to finished workbook. Sorvynn prepares everything; your team approves the one decision that needs judgment.
Sorvynn reads the workbook the way your team does.
Sorvynn studies the report, works out what it needs, and pulls the period through a read-only connection your firm controls. Today this is the part someone carries in their head.
- ✓Read the report The Doe family's semi-annual workbook, January 1 to June 30, 2026
- ✓Identified the three accounts to report on Individual Brokerage (…4821), Roth IRA (…7736), Family Trust (…9154)
- ✓Determined what the report needs Period activity, ending positions, and the asset class of every holding
- ✓Loaded the firm's allocation model 532 tickers and CUSIPs mapped to your 12 asset classes
- ✓Retrieved the reporting period 3 accounts, 18 positions, and every transaction, through a read-only connection your firm can revoke
- ✓Ready for your review Sorvynn writes nothing without your approval
Sorvynn connects to Schwab under your authority.
Sorvynn requests the reporting period through a secure, read-only connection. Your firm grants the access, sees exactly what it covers, and can revoke it at any time.
Secure Custodian Connection
Connected via Schwab OpenView GatewayRetrieving the reporting period
January 1 to June 30, 2026 · Doe household- ✓Individual Brokerage (…4821) Balances, six months of activity, and 7 positions received
- ✓Roth IRA (…7736) Balances, six months of activity, and 6 positions received
- ✓Family Trust (…9154) Balances, six months of activity, and 5 positions received
- ✓Everything received 3 accounts, 18 positions, and every transaction for the period
Sorvynn classifies every holding your way.
Sorvynn applies the firm's allocation model to each position, including blended funds that split across classes, exactly the way the workbook expects. Today this is the lookup someone does by hand.
Sorvynn writes nothing without your sign-off.
Sorvynn presents its reconciliation and anything it was not certain about. Your team decides, and only then does the report get written.
Reconciliation checks
- ✓All 3 accounts pulled for full period1/1 – 6/30/2026
- ✓Beginning + flows + gain = ending, every accountΔ $0.00
- ✓Positions sum to statement ending balances18 / 18
- ✓Allocation weights sum to 100% per holding17 / 17 mapped
- ✓Fees & withdrawals match statement activity$33,810 out
Meridian Green Transition Fund appeared in the Roth IRA this period ($27,400) and is not yet in the firm's allocation model. Sorvynn suggests a class. Your team decides:
What Sorvynn will write
- Account summaryBalances and activity, three accounts and the total32 figures
- ReturnsPeriod return for every account6.0 to 7.7%
- AllocationTwelve asset classes across all accounts$1,906,160
- Balance historyMonth by month through the periodJan to Jun
Sorvynn creates a traceable approval record that supports the firm's books-and-records process.
Sorvynn returns the same workbook, finished and reconciled.
Sorvynn writes every figure back into the report your clients already know. Formulas, totals and allocation percentages resolve exactly as they do when the work is done by hand.
Sorvynn is the platform underneath every Program.
Installed inside your environment, Sorvynn works across approved systems to run governed Programs, discover where your firm gains capacity next, and turn reviewed judgment into intelligence the firm can reuse.
Sorvynn continuously finds where your firm gains capacity next.
Sorvynn watches your approved systems, surfaces recurring work with the evidence for why it believes, proves each Program in shadow against your historical activity, and deploys only when you hit ready. Hours become seconds, and your team becomes the reviewer.
Workflow candidates
Proposed by Sorvynn · approved by youQuarterly billing reconciliationTop priority
Sorvynn sees this recur every quarter across Schwab custodial data and SmartKx.
Observed 4 times this quarter · 96% confidenceRoutine Account Service
Sorvynn handles the address changes, beneficiary updates, and standing instructions your team keys by hand today.
Observed in 23 service requests this month · 93% confidenceAlternative Investment Reporting
Sorvynn tracks K-1s, capital calls, and valuations across your custodian and email instead of a spreadsheet.
Observed across 12 alternative positions · 91% confidenceNew account onboarding
Sorvynn assembles new-account packets from Schwab and Microsoft 365 instead of your team rekeying each one.
Observed on your last 6 new accounts · 90% confidenceQuarterly performance reporting
Sorvynn runs the semi-annual report on every cycle, unattended, and routes it for approval.
Observed on every past reporting cycle · 99% confidenceClient Disbursement Tracking
Sorvynn follows each disbursement from request to cash delivered, across Schwab and email.
Observed on 14 disbursements this quarter · 92% confidenceGrow households without growing operations in lockstep.
The same three years, next to a firm that grew the traditional way.
Households served per advisor
Sorvynn applies everything the firm knows about a client to every piece of work it produces for them.
Sorvynn can do this because it runs inside the firm's own environment, where that knowledge compounds into governed Operating Memory. Watch one correction become exactly that.
Client facts stay in the CRM. Completed approvals stay as evidence. Operating Memory holds only the governed judgment allowed to improve future work.
What your best people know becomes how the firm operates.
Once ratified, a standard improves future work across every approved Program and AI system.
Sorvynn proposes a scoped standard
Applied automatically, next cycle
It remembers each family, too
A firm with 125 families has 125 sets of preferences. Sorvynn keeps Operating Memory on each household, so every report, email, and meeting prep already carries that family's context.
One Program is day one. An AI-native firm is the destination.
Sorvynn does not stop after the first workflow. Discovery keeps finding where AI and automation create value, your team approves what becomes active, and every new Program runs on the same platform and Operating Memory.
One platform · A continuously growing portfolio of Programs · Not separate products to buy one at a time
Open the firm to finished work, not another list of tasks.
This is a Tuesday morning with ten Programs running. Reporting is one row in this queue; Sorvynn is the platform running all of it.
- Quarterly billing reconciliationran 6:04 AM, 142 accounts checkedDone
- Client meeting prep3 briefings assembled for today, family context included Done
- New account openingSchwab Roth IRA application completed overnight, ready for review For review
- Client Disbursement Tracking1 disbursement cleared overnight, confirmation drafted For approvalDone ✓
- Routine Account Service3 service requests completed, confirmations draftedDone
- Semi-annual client reportingnext cycle starts in 12 days, unattendedScheduled
Nobody wants to spend a Friday like this.
One semi-annual client report, assembled by hand: exports, lookups, rekeying, and cross-checks across four systems. Client reporting is one example; every firm has its own version of this.
Multiply by every account, every family, every cycle. Then watch Sorvynn do it.
See where Sorvynn can create capacity first.
Bring one recurring workflow. Sorvynn observes it, proves a Program in shadow, and measures the opportunity before anything is activated.
Reporting · Billing · Onboarding · Distributions · Client service · Whatever comes next. One platform underneath all of it.
Thirty minutes. Nothing is activated without your approval.
Sorvynn is the operating intelligence platform for RIAs.
Sorvynn is infrastructure your firm owns. The model is a part.
Sorvynn holds your firm's judgment, workflows, and evidence. The AI model underneath is a replaceable part, so your firm never depends on a single vendor.
- Your Operating Memory
- Your workflows
- Your evidence trail