Your CRM wasn't built
for advisors.
AdvisorOS is AI-powered practice management that files documents, analyzes portfolios, and prepares client meetings — automatically.
Live dashboard with real-time client data
What your CRM can't do.
Four capabilities that change how advisory firms operate.
Forward an email. Everything files itself.
Email a client statement to AdvisorOS. AI classifies the document, extracts portfolio holdings, and queues updates for your review. No manual data entry.
10-section client reports in seconds.
Generate comprehensive AI analysis covering portfolio allocation, risk assessment, balance sheet health, and suitability — with PDF download and compliance-ready formatting.
Ask anything about any client.
Natural language access to every client's portfolio, balance sheet, documents, and history. 'What's Emily's current asset allocation?' — answered instantly.
Import your book of business in 60 seconds.
Upload a CSV. AI maps your columns automatically. Your entire client list is live immediately — no manual field matching.
Built by an advisor who lived the problem.
AdvisorOS was created by a licensed financial advisor (Series 7, 63, 65) who spent years watching client documents get lost in shared drives, templates get copy-pasted wrong, and compliance reviews happen on sticky notes. This isn't software built by engineers guessing what advisors need. It's built by someone who sat in the chair.
Three steps. That's it.
Import your clients
CSV upload or manual entry. AI maps fields automatically.
Connect your workflow
Forward emails, upload documents, use the AI terminal.
Let AI handle the rest
Automatic filing, analysis, and meeting prep.
See AdvisorOS in action.
Request a personalized demo for your firm.