YOUR SUCCESS IS OUR SUCCESS
SCALE SMARTER with AI and Human Expertise
We deploy AI Agents to take on time-consuming manual work, freeing your team to focus on what matters most,
YOUR CLIENTS
Solomon Dodson
I empower RIAs to scale their practices by eliminating the operational friction that slows growth. Drawing on my background in operations, I bridge the gap between AI, automations, and the future-tech needs of advisory firms.
As a consultant with Valenta, a global leader in business automation across 17 countries, I partner with firms to harness the power of AI as a catalyst for growth. We implement with a strict ROI-first mindset, eliminating the operational bottlenecks and error-prone tasks like paperwork, complex scheduling, and meeting logistics that stall your momentum and drain your team’s capacity.
CONTACT INFO
+1 678 446 5757
solomon.dodson@valenta.io
Consultant
The Challenge
The Solution
High-Volume Paperwork: Managing complex client onboarding, new account opens, and move money.
Operational Friction: Burdensome data entry into financial plans and communication between the trading team and advisors
Data Fragmentation: Time-consuming manual recon across disconnected CRM, reporting software, and custodians.
Growth Bottlenecks: Repetitive back-office tasks that prevent advisors from focusing on client relationships and prospecting.
Resource Inefficiency: Inefficient workflows that result in team burnout and stagnant growth.
Automated Compliance & Onboarding: Use AI Agents to client onboarding and form filling.
Intelligent Portfolio Reporting: Deploy bots to generate portfolio reports and investment analytics that go to advisors.
System Integration: Sync your client information between the CRM, reporting software, and custodians.
24/7 Digital Workforce: Leverage Always-on Digital Assistants to take over manual data-entry and repetitive tasks, performing 5-8x faster than human staff.
Strategic Scalability: Reduce operational costs by 40–70%, allowing your team to reclaim their focus and scale the practice without increasing headcount.