Managing portfolios, client relationships, tax reporting, and compliance across teams and locations is complex. Whether you’re offering financial advisory or enterprise-level asset management, disconnected systems slow you down and increase risk.
We help financial firms and investment advisors:
Capture investor data, risk appetite, and tax documentation with smart forms and automated workflows. Route each client to the appropriate investment advisor or portfolio model.
Track holdings, performance milestones, rebalancing tasks, and advisor-client meetings with custom-built dashboards for real-time visibility.
Use workflows to gather tax info, generate advisory reports, and automate follow-ups around deadlines, filings, or capital gains planning.
Collect mandates, disclosures, and advisory agreements through secure upload portals and e-signature systems like DocuSign.
We analyze your onboarding, review, tax planning, and client servicing workflows to find inefficiencies and compliance risks.
We deploy centralized workflows using Monday.com, Salesforce, or Zoho—connecting your digital asset management, CRM, and compliance processes.
Your team is onboarded with custom dashboards, templated flows, and reports, while we provide long-term support and optimization strategies.
"Zaki is a pleasure to work with! He has been instrumental in helping manage a large project for our company. I would highly recommend Zaki and I look forward to working with him in the future. Highly recomended."
"EXCELLENT!!! Talented agency. They only keep the brightest minds in Pakistan at ReadyLogic. Would recommend 10/5 stars if I could. ReadyLogic can go up against the best US agencies."
"Zaki is just the best out there! Super smart, talented, gets to the bottom of the big picture, creates top notch solutions, and then tackles all the bugs so brilliantly!! You cannot get anyone better for workflow setups than him! Guaranteed!!"
Yes. We work with Salesforce Financial Cloud, Wealthbox, and Zoho Finance—and integrate with others using Make.com or Zapier.
bsolutely. We create recurring workflows for tax documentation, capital gain notices, filing timelines, and advisory deadlines.
Yes. We build secure workflows aligned with SEC, FINRA, and GDPR where applicable—complete with audit trails and permission controls.
Yes. You can offer investor dashboards or schedule automated portfolio updates and performance reports with tailored messaging.
Yes. Our systems can track and automate reporting for traditional investments, crypto assets, real estate holdings, and custom portfolios.
He is a Business Process Analyst and Data Analyst with expertise in Tableau, Python, SQL, and Machine Learning. With a strong ability to streamline workflows and translate data into actionable insights, he has built interactive dashboards and supported decision-making processes. His experience also includes robotics, where he applied intelligent navigation and automation on mapping systems.
She is a proactive Project Manager with a strong track record of delivering projects on time and within scope. Skilled in coordinating cross-functional teams and managing timelines effectively. She ensures smooth execution through clear communication and attention to detail. Driven by results, she consistently turns plans into successful outcomes.
She is a skilled Digital Marketing Executive with expertise in content creation, digital platform management, and marketing research. A self-driven professional, she excels in overseeing all aspects of digital strategy and execution while effectively managing teams to deliver impactful results across multiple channels.
He is a Business Process Analyst and Data Analyst with expertise in Python, R, SQL, and process optimization tools like Monday.com, Asana, Click-Up, Make.com, and Zapier. With a strong ability to streamline processes, He applies data-driven insights to optimize workflows and improve operational efficiency, including in complex domains like finance and real estate
He is a Business Process Analyst with extensive experience in marketing and content creation funnels, alongside deep expertise in automation tools such as App Script, Monday.com, Zapier, and Make.com. With a focus on optimizing workflows and enhancing digital strategies, He helps businesses streamline operations and drive efficient, data-driven results.
He is a Senior Business Process Analyst at Ready Logic, specializing in Business Process Transformation across industries like healthcare, venture capital, and software development, with expertise in tools such as Click-Up, Monday.com, Asana, Keragon, Zapier, and Make.com. He drives efficiency and productivity improvements through custom workflows and AI-driven solutions, delivering impactful results for clients.
