WALLACE UNDERSTUDY
Your judgment doesn't transfer. Your understudy does.
Your understudy learns your rules, methodology and judgment, and answers your team the way you would in context of their own work.
Trained by you. Proven against you. Ready without you.
From $199 per Understudy a month, team seats included. Playbook starts with 14 free days.
THE PROBLEM
The methodology that built your firm lives in one head.
Every hard question routes back to the same person.
✓
Your team can copy the process. Not the judgment behind it.
✓
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.
1
Capture, on device
Drop in exports and notetaker transcripts you already have, then answer a short interview. Client files are read on your computer and never uploaded.
2
Validate against what you do
Every rule shows its source and a confidence level. On the Digital Twin plan, your recent months are replayed against them.
3
Continue, with or without you
Your team asks it anything. It answers from the rules you approved, cites them, and says "not covered" rather than guess.
THE DIFFERENTIATOR
Validated, not assumed.
Anyone can write down what they do. On the Digital Twin plan, Wallace checks it against your last six months and keeps watching for drift.
94%
ADHERENCE
Last 6 months, replayed
43 households, 1,180 decisions checked against your approved playbook.
ILLUSTRATIVE
✓
Rebalanced at your 5% drift band on 41 of 43 accounts. Followed.
!
Two accounts held past your tax-loss window. Did the rule change, or did you slip?
✓
Annual review cadence held for 96% of households.
+
New pattern: cash-heavy clients contacted during volatility. Not in your approved playbook yet.
SEE IT IN ACTION
One playbook. Three jobs.
Answer once. Everyone learns it.
When it can't answer a teammate, one click sends you the question, with no name attached. Your answer teaches 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 someone activates access with a reason, and it ends after 90 days unless renewed.
Digital Twin plan
Know what a handoff would break, while there's time to fix it.
For a planned retirement, it shows what would leave with you and the first moves that close each gap.
GETTING STARTED
Give us your last six months.
Start on Playbook in about ten minutes.
01
Start your free trial
14 free days on Playbook. Payment method up front, nothing charged until day 15.
02
Run your last six months
On the Digital Twin plan, see where you followed your own process and where you drifted.
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.
Only de-identified patterns leave, never a name or an account number. Transcripts are scrubbed on your computer first. Firm documents you choose are stored, so answers can quote them.
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 run on your own last six months. We reply within one business day.
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, and client-ready reports, connected to your custodian. Understudy doesn't require it.
See Wallace Terminal at wallacefinance.io