What We Deliver
- Robo-Advisory Deployment
- Portfolio Analytics AI
- Client Reporting Automation
- Digital Onboarding
- Fee Billing Automation
- Compliance Monitoring
Engagement Tiers
- Starter — $2,500: Assessment, roadmap, and priority quick-wins.
- Growth — $7,500: Full strategy plus hands-on implementation support.
- Scale — $18,000: End-to-end deployment, integrations, and 90-day optimization.
- Enterprise — $50,000+: Dedicated pod, ongoing managed service, and SLA.
Why BOOJEE Estate
- AI-first methodology — every engagement starts with automation leverage.
- Focused on early, practical quick-wins in the first phase of work.
- Remote-first delivery and clear, upfront scope.
Boojee provides wealthtech technology/advisory, not investment advice, financial planning, or registered-adviser services; not a broker-dealer or RIA.