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Strategy
Fractional CTO Direction
Senior technical direction across architecture, vendor choices, portal scope, workflow change, and delivery sequencing.
Advice-tech strategy and delivery
Advice-tech for financial advice firms
Not generic consulting. Clear technical direction, better workflow design, and delivery that actually holds up inside a live advice business.
Tech Stack
Wired into the broader Australian advice stack
CRM, planning, platform, workflow, reporting, and client-facing systems connected for real operational use.
Advice CRM & planning
Dynamics 365Fin365XplanAdviceOSAdviserLogicintelliflo officeWorksortedPractifiXtools+
Platform & client ecosystem
myprosperityHUB24NetwealthPraemiumCFS EdgeOmniLifeCoreLogicMicrosoft EntraiFactFind
Operations & reporting
Power AutomatePower BIMicrosoft 365CopilotXeroMorningstarMoneysoftBasiqTableau
Experience & delivery
DocuSignHubSpotStripeAstuteWheelSimple Fund 360CAS 360ClassNext.jsReact
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Action
Portal and Product Delivery
The build arm for firms ready to turn the roadmap into a working product, connected workflows, and a cleaner operating layer.
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About
Founder-Led by Design
You work directly with Daniel Rickard, with senior design, engineering, and implementation support brought in where the brief needs it.
Outcomes
Results that matter in practice
45%
Faster onboarding
A national advice group cut onboarding time by connecting portal workflows, secure sign-in, and workflow automation.
30%
Less admin drag
Manual coordination replaced with clearer handoffs, tracked workflows, and less operational friction.
6
Teams on one view
Operations and leadership working from the same live reporting layer across delivery functions.
10+
Years in advice
Grounded in how advice businesses actually run, not just how software gets pitched.
How We Work
Clarity first. Then build
The cleaner way to do this is strategy first, delivery second, so the work lands properly and the gains actually stick.
01
Understand
Strategy Sprint
We audit the stack, map the workflow, and get clear on where time, margin, or confidence is leaking.
02
Build
Build & Automate
We shape the product, connect the systems, and make the operating model usable in the real world.
03
Enable
Enable & Operate
We train the team, watch adoption, and tighten the edges so the gains keep compounding after launch.
About
Founder-led direction, backed by real delivery
Daniel Rickard brings advice-sector depth, technical judgement, and the right senior people around the work when the brief needs it.
The work spans strategy, portals, automation, reporting, and operating-model design. The point is not more software. It is a business that runs with less drag.
10+ years in adviceCFP(R)Founder-led directionSenior delivery support
Founder
Daniel Rickard
Founder, Luminair Capital
Founder, strategist, and technical lead shaping briefs that are commercially sharp and operationally workable.
FAQs
Common questions
CRM, portals, workflow automation, reporting, and identity working as one operating model. Not a stack of disconnected tools.
Yes. We work across Dynamics 365, Xplan, AdviceOS, AdviserLogic, intelliflo office, Worksorted, myprosperity, HUB24, and Microsoft Entra so sign-in, data, workflow, and reporting behave like one system.
Onboarding, review prep, task routing, SLA alerts, handoffs, data sync, and document flows are all common starting points.
Usually a short strategy phase first, then staged delivery. The point is to land portals, workflows, and reporting in a sequence the business can actually absorb.
Contact
What needs to change?
Outline the problem, the stack, and the outcome you want. We'll tell you whether the next move is strategy, a scoped quote, or a delivery conversation.