WALLACE UNDERSTUDY · THE ADVISOR DIGITAL TWIN
Your judgment doesn't transfer. Your understudy does.
Wallace Understudy builds a digital twin of how you run the firm, validated against what you really do. One living system, three jobs: training, continuity, and succession.
Trained by you. Proven against you. Ready without you.
From $199 per Understudy per month, team seats included. Playbook monthly starts with 14 free days.
Works with any vendor. Your client files never leave your computer.
THE PROBLEM
The methodology that built your firm lives in one head.
Every hard question routes back to the same person. That caps how fast you grow today, and it's what walks out the door tomorrow.
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Your team can copy the process. Not the judgment behind it.
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Clients don't drift because the numbers changed. They drift because the thinking did.
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61% of RIA principals describe their own advisor training as lightly structured or ad hoc.
Source: DeVoe & Company, 2025 Talent & Growth Report.
HOW IT WORKS
Capture. Validate. Continue.
Three steps. One advisor's judgment becomes a digital twin where
your whole team can ask anything.
1
Capture, on device
Drag in exports you already have: client lists, transactions, emails, notes, and notetaker transcripts. Client files are read on your own computer and never uploaded. Transcripts are scrubbed of names, account numbers, and balances before they leave. A short interview fills what the files can't explain.
2
Validate against what you do
Every rule shows its source and a confidence level. On the Digital Twin plan, your understudy replays your recent months against those rules, and where they differ it asks: did the rule change, or did you slip?
3
Continue, with or without you
Your team today, your successor someday: a chat that answers from the rules you approved and the sources you enable, cites every one, says 'not covered' rather than guess, and routes every gap back to you. An optional weekly email keeps it current.
THE DIFFERENTIATOR
Validated, not assumed.
Anyone can write down what they think they do. On the Digital Twin plan, Wallace replays your last six months against the rules you approved, grades adherence, and keeps watching for drift.
The honest question: did the rule change, or did you slip?
94%
ADHERENCE
Last 6 months, replayed
43 households, 1,180 decisions checked against your approved playbook.
ILLUSTRATIVE
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Rebalanced at your 5% drift band on 41 of 43 accounts. Followed.
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Two accounts held past your tax-loss window. Did the rule change, or did you slip?
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Annual review cadence held for 96% of households.
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New pattern: cash-heavy clients contacted during volatility. Not in your approved playbook yet.
SEE IT IN ACTION
One playbook. Three jobs.
Three elements of the bigger picture. A living digital twin of your practice.
Answer once. Everyone learns it.
When your understudy can't answer a teammate, it says so, and one click sends the question to you with no name attached. Your answer teaches it for the whole team.
Digital Twin plan
Your plan names who takes over. Your understudy makes them able to.
Name a continuity partner ahead of time. They see nothing until access is activated with a reason, and access ends after 90 days unless it's renewed.
Digital Twin plan
Know what a handoff would break, while there's time to fix it.
For a planned retirement, your understudy reads your own firm: what would leave with you, what already holds, and the first moves that close each gap. Nothing on it is written in advance.
GETTING STARTED
Give us your last six months.
Start on Playbook in about ten minutes. Move to the Digital Twin plan when you want to see where you followed your own rules and where you drifted. Client files stay on your computer; only de-identified patterns leave.
01
Start your free trial
Start on Playbook with 14 free days. We take a payment method up front and nothing is charged until day 15. Drop in your firm's documents; client files are read on your own device and never uploaded.
02
Run your last six months
On the Digital Twin plan, see exactly where the practice followed its own stated process, and where it drifted, with an adherence score.
03
Put it in front of your team
Every junior, associate, and eventual successor works from the same living rules.
PRIVACY BY DESIGN
Your client files never leave your computer.
Client files are read on your computer and never uploaded; only de-identified patterns leave, never a name or an account number. Transcripts are scrubbed on your computer before they leave. Firm documents you choose are stored, so answers can quote them word for word.
Read our data and AI practicesGUIDED VALIDATION RUN
Want us to run your last six months?
Validation is part of the Digital Twin plan. Tell us about your firm and we'll walk you through a validation run against your own last six months, and follow up within one business day. Just want to try it? Start the 14-day free trial on Playbook, no call needed.
Prefer email? support@wallacefinance.io
The judgment shouldn't live in one head.
Your team runs on it today. It's there when you step back.
MORE WAYS TO USE WALLACE
Wallace Terminal
The plain-English terminal for independent advisors: direct indexing, tax-loss harvesting, tax-aware transitions, client-ready reports, and more connected to your custodian. A stand-alone platform from Wallace Finance; Understudy does not require it.
See Wallace Terminal at wallacefinance.io