Every inbound client request becomes a structured operational brief: who it's from, what it needs, what's missing, and what happens next. Built for advisory firms that take execution and operational control seriously.
$75,000 wire for kitchen remodel
ACAT transfer from Merrill Lynch, ~$1.2M
Remove deceased sister, add two children
Send 2025 1099s to CPA
Open brokerage and IRA rollover, ~$2M
Client: James Okonkwo
Received 1 day ago
Approval required: ACAT transfers require signed authorization and verified account details from the delivering firm.
Each inbound request becomes a structured operational brief — with the next action, the missing pieces, and the right level of approval surfaced immediately.
The Baton Board shows every active request in one structured queue — who it's from, what it is, who's on it, how long it's been waiting. Nothing falls through the cracks because nothing is unstructured.
| Client | Request | Status | Activity | Received |
|---|---|---|---|---|
| Jennifer Walsh | $75,000 wire for kitchen remodel 4 outstanding | Urgent | Mark · working | 11m |
| James Okonkwo | ACAT transfer from Merrill Lynch, ~$1.2M 3 outstanding | In Progress | Sarah · working | 1d |
| Patricia Goldberg | Remove deceased sister, add two children 3 outstanding | Pending Compliance | Awaiting review | 2d |
| Richard Morales | Send 2025 1099s to CPA | Auto-Processed | Unassigned | 3h |
| Ellen Wright | Open brokerage and IRA rollover, ~$2M 2 outstanding | New | Unassigned | 5d |
BatonIQ doesn't change how your team thinks about client work. It changes how that work moves through your firm.
Every request lands in the queue with structure, ownership, and a clear next step — not as a thread the team has to triage from scratch.
Missing information is surfaced early. Open work is visible. Nothing sits in someone’s head between meetings.
Each baton has a state, an owner, and a defined next action. The team moves the same way on every request.
Sensitive work stays with humans. Every decision is recorded. The audit trail is real, not assembled after the fact.
BatonIQ sits between client communication and your team's execution. It doesn't replace your CRM. It gives the work flowing through your firm a clearer shape — so by the time it reaches Redtail, Wealthbox, or Salesforce FSC, it already has structure, ownership, and an audit trail.
Inbound email and the requests that come with it.
Structures requests, surfaces what's missing, sets next steps.
CRM activity, custodian instructions, the rest of the firm's stack.
BatonIQ is not a CRM, not a custodian connector, and not an autoresponder. It's a workflow layer designed to make the tools you already use more effective — by giving the work flowing into them a clear, consistent shape.
Every decision is recorded. Every action is bounded. Sensitive work — money movement, account changes, anything that requires judgment — is explicitly held back for a human. This isn't an afterthought. It's the architecture.
Every inbound email is preserved immutably with a SHA-256 hash. Every classification, routing decision, and human action is written to an append-only audit log.
Money movement, account changes, beneficiary updates, and trade instructions are never auto-processed — regardless of model confidence or firm settings.
The audit table is protected by database triggers that reject UPDATE and DELETE. The record of what happened cannot be quietly changed.
High confidence, an approved workflow type, and a pre-authorized firm rule. Anything borderline becomes a baton, not an action.
BatonIQ is built by someone who spent years as an advisor at a private bank — and the product reflects what advisory operations actually look like from the inside.
Reach out at hello@batoniq.ai.
Tell us a little about your firm and we'll set up a focused walkthrough using a sample baton built from how your team actually receives client work.
Advisors, heads of client service, COOs, and managing partners at RIA firms.
A live BatonIQ board running the sample workflows your team handles most often.
About 25 minutes. We'll work around your schedule and follow up within one business day.