In today's market, the difference between a thriving advisory practice and a stagnant one isn't just AUM or client count. It's analytical leverage.
At Golden Door, our entire philosophy is built on this single idea: software is your highest-margin employee. It's the only asset that works 24/7 to find alpha, generate leads, and deepen client trust—without taking a salary.
Our mission is to build that asset for you.
The role of a financial advisor has never been more challenging. You face unprecedented pressures from every direction: fee compression from low-cost robo-advisors, escalating client expectations for digital-native experiences, and a relentless flood of market data that makes it nearly impossible to separate signal from noise.
You are being asked to be a market strategist, a technology expert, a business developer, and a client relationship manager, all at once. The result is a constant, unsustainable drain on your most valuable resource: your time.
Low-cost robo-advisors are commoditizing traditional advisory services
Clients demand digital-native experiences and real-time insights
Impossible to separate signal from noise in today's information deluge
Stretched thin between strategy, technology, and relationship management
We believe the solution is not to work harder, but to build better leverage. Imagine hiring a top-tier analyst who never sleeps, never takes a vacation, and costs less than a junior associate.
That is the power of a well-designed technology stack.
It synthesizes hundreds of hours of institutional-grade analysis into a clear, actionable thesis, freeing you to focus on the decision, not the data gathering.
It transforms your expertise into a powerful marketing tool—a custom-branded dashboard that attracts and qualifies high-value prospects, turning your website into a client acquisition engine.
It delivers proprietary, data-driven insights—like our arbitrage models—that allow you to have more sophisticated, alpha-driven conversations with your clients.
Our flagship offering. A complete toolkit including a 100+ page report, a client-ready slide deck, and the unlocked Excel models. The definitive analysis on market-defining events, like the Wealthfront IPO.
Our premium service. A bespoke, Vercel-based application designed to serve as a lead-generation magnet for your practice, turning your market insights into a client acquisition machine.
Bespoke financial intelligence platforms built for sophisticated advisors
Custom-built analytics that transform raw data into actionable client insights
Connect with your existing financial tools
One-time investments in permanent assets. No recurring subscriptions. Just high-leverage tools that compound in value over time.
Essential analysis for advisors exploring new investment themes
The complete intelligence package for serious advisors
| Feature | Starter Report $499 | Flagship Report $1,499 (Most Popular) |
|---|---|---|
| Content & Deliverables | ||
| Executive Summary | ||
| Pages of Analysis | 60 | 100+ |
| Presentation Slides | 10 | 30+ |
| Excel Financial Models | Read-only | Fully Unlocked |
| Proprietary Arbitrage Models | ||
| Quarterly Updates | 3 months | 12 months |
| Support & Access | ||
| Email Support | ||
| Phone/Video Call Support | ||
| Analyst Q&A Sessions | ||
| Priority Response Time | ||
| Best For | ||
| Exploring New Themes | ||
| Client Presentations | Basic | Premium |
| Deep-Dive Analysis | ||
| Long-Term Reference | ||
Template-based dashboard with your branding
Fully custom dashboard built to your specifications
White-glove service for large RIA practices
Questions about pricing or need a custom quote for your practice?
Schedule a Free Consultation →If you believe that technology should be a profit center, not a cost center, then our philosophy is aligned. Whether you're looking for an immediate intelligence advantage or a long-term technology partner, we're here to help.
Book a Free ConsultationNo obligation. No sales pitch. Just a conversation about how technology can transform your practice.