Start with a thirty-minute call.

Tell us who you are and what you run. Your note goes to the people who built the platform, not a queue, and we come back to set up a call.

1. 01
   An introductory call. Thirty minutes.

   Your volume, your systems of record, how you route today and where files stall, with a quick look at the platform on a live order. We tell you plainly what we would automate first and what integration would take.

2. 02
   A full demo with your team.

   Bring operations, underwriting, compliance and IT. We run an order end to end and cover anything they want to see: direct routing beside your AMCs, Ava on one of your own reports, the payments ledger, the UCDP response, the audit record.

3. 03
   A written plan, if you want one.

   Panel import, integrations, a parallel run on live orders and a cutover date you pick. If we are the wrong fit, we would rather say so on the first call.