Practice Software for Independent RIAs
Every client, remembered.
Every file, yours.
AdvisorOS is the AI‑run client care hub for independent advisors — birthdays remembered, reviews scheduled, portfolios tracked, and every draft written in your voice. All of it lives in one file only you hold, not a vendor’s cloud database.
The Difference That Matters
Every other CRM asks you to move your book of business into their cloud.
Wealthbox and Redtail are well‑built systems of record — keep your client records in their CRM. To use AdvisorOS’s AI-driven workflows, you’ll upload the client information you want the AI to work with; nothing more leaves your system than what you choose to share.
AdvisorOS keeps the entire practice — clients, portfolios, workflows, every AI‑drafted email — in one file you hold, synced the way you already sync any other document. The AI works directly against that file, in your browser. Nothing about a client relationship is ever required to leave your machine to get the benefit of AI.
That’s not a limitation. It’s the architecture. A local‑first practice file, with an AI-run care layer built directly on top of it.
AdvisorOS
One encrypted practice file, stored where you already keep client documents. You control every copy.
Typical CRM
Every client record lives on a vendor’s multi‑tenant servers, billed per advisor, per month, forever.
The Workspace
Six modules. One ledger of record.
Everything an independent advisor runs a practice on, in a single workspace — no tab‑switching between a CRM, a portfolio tracker, a calculator, and an email tool.
Client Service
A tiered roster with review cadences that track themselves, household notes, and a this‑week‑and‑overdue view so nothing about a relationship gets missed.
Portfolio Management
Model portfolios by tier, drift and rebalance tracking, and a log of every rebalance action — built in, not bolted on through an integration.
Tasks & Workflows
Onboarding, reviews, and outreach run as templates with an AI step built in — draft, tone, and length are yours to set once and reuse.
Prospecting
A lead pipeline plus AI‑generated playbooks for centers of influence and advisor M&A outreach — strategy drafted for you, decided by you.
Marketing
Compose, newsletters, drip sequences, and social ideas — every draft pulls from the client notes already on file, in your firm’s voice.
Calculators
RMD, mortgage, auto loan, future value, 4% rule, Roth conversion, and distribution withholding — in the same window as the client record.
AI & Drafting
AI that drafts. You still sign every word.
Every AI feature in AdvisorOS produces a draft against a real record on file — never a blind send. You read it, edit it, and approve it before a client ever sees it.
Written from what’s already on file
Notes, tier, last conversation, and household details feed every draft — no separate briefing step required.
Tone and length, set once
Configure how formal, how long, and how often a workflow step fires — then let it run the same way every time.
Playbooks for growth, not just service
COI and M&A prospecting strategies generated on demand, specific to the type of relationship you’re building.
Your key, your usage
Connects directly to your own Anthropic API key from your browser — AdvisorOS never sees the conversation, and neither does anyone else.
Happy birthday, Margaret
I hope this finds you well ahead of your trip to Sedona next month. Wanted to take a moment on your birthday to say how much I’ve valued working with you and Robert these past six years.
If there’s anything on your mind for the portfolio ahead of your Q 4 review, just reply here — otherwise I’ll see you on the 14th.
How It Compares
Built for the practice you actually run.
Wealthbox and Redtail are strong, mature systems built for teams that want a managed cloud CRM. AdvisorOS is built for the advisor who wants the same care engine without handing their book to a vendor.
| Capability | AdvisorOSLocal‑first | Wealthbox$59–99 / user / mo | Redtail$39–65 / user / mo |
|---|---|---|---|
| Data ownership | One file, held by you | Vendor cloud database | Vendor cloud database |
| AI drafting wired into workflows | Native, every workflow step | Early access assistant | Not a current focus |
| Portfolio & rebalance tracking | Built in | Via integration | Via Orion integration |
| Client‑facing calculators | Seven, built in | Not offered | Not offered |
| M&A / succession playbooks | AI‑generated by deal type | Not offered | Not offered |
| Pricing model | Licensed to your firm | Per seat, monthly | Per seat + integration add‑ons |
| Built for | Solo & small RIAs, from the ground up | General RIA / team market | General RIA / team market |
Who It’s Built For
If this is your practice, this is your software.
Solo RIA · $60–150M AUM
The one‑person shop
Running client service, portfolio review, and marketing alone. Needs the care engine of a much larger firm without hiring for it — or paying a per‑seat bill for a team of one.
Small RIA · 2–6 advisors
The tight‑knit team
Shares one client file across a small firm, with tier‑based service standards everyone follows the same way — no admin managing a separate seat license per person.
Breakaway advisor
Leaving a wirehouse
Bringing a book of business independent for the first time, and wants a practice system that starts the way the practice will end: owned outright, not rented monthly.
Licensing
Simple licensing.
Not another per‑seat subscription.
AdvisorOS is licensed to your firm, not billed per advisor, per month, forever. Talk to us directly about what that looks like for a practice your size — we’ll walk you through it on the demo.
- No recurring per‑seat fees
- Your own Anthropic key powers the AI
- All six modules included, always
- Your file, portable, on your own terms
Ready When You Are
Bring your book. Keep it yours.
A private, 20‑minute walkthrough of AdvisorOS with your own client scenarios — no obligation, and nothing about your book leaves the room.