Tier 3

Systems Stewardship

Ongoing Operational Partnership

For firms that want their automation infrastructure maintained, monitored, and continuously improved. This is not a maintenance contract. It's operational partnership.

What's Included

Monitoring & Reliability

  • System uptime monitoring
  • Error detection and alerting
  • Automated recovery where possible
  • Incident response within 4 hours

Optimization

  • Monthly performance review
  • Workflow efficiency analysis
  • Bottleneck identification
  • Improvement recommendations

Evolution

  • Incremental automation additions (up to 4 hours/month)
  • AI model updates and prompt refinement
  • Integration of new tools and capabilities
  • Adaptation to process changes

Support

  • Priority response (within 4 hours)
  • Direct access to systems architect
  • Quarterly strategy review

Investment

$2,500 - $5,000 USD/month

Minimum commitment: 6 months

Pricing depends on

  • Number of active systems
  • Complexity of integrations
  • Volume of transactions processed
  • Required response time

Why Stewardship Matters

Automation systems are not set-and-forget. APIs change. Business processes evolve. Edge cases emerge. Without active stewardship, automation degrades from asset to liability.

Stewardship ensures your systems remain reliable, efficient, and aligned with how your firm actually operates—not how it operated when the system was built.