Your books and records, written as the work happens.
AdvisorOS routes every client financial change through an AI review queue that writes the change and its audit trail in the same transaction. The evidence exists by construction — not reconstructed the week before an exam.
How a client change becomes a record.
The same path runs whether the change arrives by forwarded email, an uploaded statement, or a manual edit. Three steps, every time.
Extracted
AI reads the forwarded email or uploaded document and proposes the change — a holding, a balance-sheet item, a cash movement.
Reviewed
Nothing posts on its own. The change waits in the AI Review Queue for an advisor to approve or dismiss it.
Recorded
On approval, the change and a timestamped audit row are written in the same transaction — captured, never edited in place.
What you hand the examiner.
When the request comes, you export — you don't reconstruct. Each report is generated from the same records, prepared in support of a specific rule.
Review Compliance
Each active client's position in the annual review cycle, as of generation.
AI Review Queue Audit Trail
Every AI suggestion, the advisor who reviewed it, the decision, and the time taken.
Built by a licensed advisor who lived the problem.
AdvisorOS was built by a licensed advisor (Series 7, 63, 65) who worked inside an RIA and lived its compliance problems firsthand — documents lost in shared drives, reviews tracked on sticky notes, evidence assembled in a panic.
Start one conversation.
A working walkthrough of the evidence trail — on your schedule. No demo theater, no sales sequence.