Meeting prep in 18 seconds. Life-event signals before the next call. A compliance ledger your CCO can actually read. Built for the solo and small-team RIA managing 50–200 households who wants to stop losing time to operational work.
No SaaS dashboard to learn. No data flows to a vendor cloud. Slack-first interface — talk to it like a chief of staff.
The Orchestrator decomposes a single natural-language request into a parallel multi-agent plan — pulling simultaneously from your CRM, transcripts, custodian positions, email threads, and SMS history. Six sources in 18 seconds, not 45 minutes of tab-switching.
Orchestrator · Multi-Agent Router
Local · Read-only · Compliance-logged
gmail · zoom · wealthbox · schwaborion + schwab):/rebalance to draft
Patel, M. +5.4% growth tilt · within tolerance for risk profile
Williams, A. -7.1% bond underweight · IPS review needed
21 categories. 150+ vendors. The first four (calls, email, chat/SMS, calendar) are the priority — without them, the assistant is blind to what's actually happening with your clients.
Transcripts feed straight into client context. "What did John ask in our last call?" → AdvisorOS pulls the answer from the Zoom transcript, not your memory.
Most life events arrive in email first. "Mom passed", "got married", "starting a business" — AdvisorOS surfaces these signals in Slack the moment they arrive.
Clients text. Advisors read in Slack. AdvisorOS bridges both — and archives every message for compliance, automatically.
Tomorrow's meetings → triggers automatic prep workflows. Brief shows up in Slack 30 min before each call.
Slack is where advisors live during the workday. AdvisorOS ships Slack-first — talk to the bot, get answers in-channel or via DM. Terminal/CLI works too if you prefer.
AdvisorOS ingests every conversation channel (phone calls, emails, Slack threads, SMS, Zoom transcripts) and every tool in the RIA stack — locally, on your machine. You ask one question right inside Slack: @advisoros <anything>. The right channels get scanned, the right systems get queried, the right context gets surfaced, and the answer lands back in your channel. That's the entire pitch.
Don't see your platform? DM us — early-access firms get priority on integration ordering.
Solo and small-team advisors managing 50–200 households know their clients. They don't have time to assemble what they know into a meeting brief, a follow-up email, or a quarterly review — because the data lives in eight different systems.
"What if every meeting brief, every follow-up email, every drift alert, and every compliance entry was already done — and you just reviewed and approved?"
That's what AdvisorOS is. An agentic operating system that lives in Slack, watches every channel, and surfaces the operational work as draft outputs you approve — not tasks you do.
Five operational surfaces, one agent layer. Every feature targets the work that keeps you at your desk after 7pm.
Generates a one-page brief: prior meeting notes, open action items, current positions, email-thread summary, and intelligence-agent flags — before you dial.
LiveThe Orchestrator queries CRM, last Zoom transcript, custodian positions, email thread, SMS history, and calendar simultaneously — not sequentially.
LiveFrom flagged life events, open action items, and portfolio signals, AdvisorOS drafts a ranked meeting agenda with talking points for each item.
LiveAfter every call, the Intelligence Agent extracts every commitment — by you and by the client — and creates structured tasks with owners and deadlines.
LivePost-meeting follow-up drafted automatically from the transcript — your voice, specific action items, next steps, and a summary of decisions made.
LiveMeeting notes, action items, and key client data points written directly into Wealthbox or Redtail — structured fields, not a block of text in the notes field.
Q3 2026Scans 90 days of emails, texts, call transcripts, and meeting notes for business sale, inheritance, job change, divorce, death, retirement, new baby, home purchase, and more.
LiveThe Intelligence Agent scans overnight across all channels and surfaces a prioritized digest — client signals, portfolio flags, compliance items — directly in Slack.
LiveWhen a client mentions a triggering event mid-call — business sale, inheritance, health issue — the agent cross-references the estate plan and surfaces the relevant document.
LiveA persistent intelligence profile for every household — open action items, last contact, recent signals, upcoming milestones — updated from every interaction.
LiveDetects when a client mentions a friend or colleague in a qualifying life situation — inheritor, business owner, divorcee, retiree — and flags it as a warm referral opportunity.
Q3 2026Detects language suggesting held-away assets — "my other account," "my 401k at work," "my broker at Merrill" — and surfaces a wallet-share opportunity with talking points.
Q3 2026Continuously polls custodian positions across households and surfaces drift breaches against IPS thresholds — before the client calls to ask why their portfolio looks different.
Q3 2026Monitors positions year-round for TLH opportunities. Surfaces candidates with estimated savings, wash-sale window awareness, and a one-click rebalancing proposal for your approval.
Q3 2026Compares every household's current allocation against their Investment Policy Statement. Generates a variance report and flags households requiring review before the quarterly cycle.
Q3 2026Generates a complete quarterly review draft for every household — performance, drift, action items, planning notes — ready for advisor review.
Q3 2026Read-only API connections to Schwab, Fidelity, and Altruist. No trading. No write access. Position data pulled on demand, never persisted in a vendor cloud.
Q3 2026Simple one-page performance summary per household — benchmark comparison, contribution analysis, and a narrative your client can actually read.
2027Every agent session writes to an append-only Markdown file — every prompt, tool call, data source, and output. Immutable. Timestamped. Your infrastructure.
Q4 2026Every session record is cryptographically hashed. Your CCO verifies the ledger has not been altered — without logging into a vendor portal.
Q4 2026Ledger structure follows SEC Rule 204-2 requirements. Structured for RIA annual compliance review without reformatting or vendor extraction.
Q4 2026A read-only view for your Chief Compliance Officer — filtered by advisor, date range, or client. No SaaS portal. Just structured Markdown they can open in any text editor.
Q4 2026In v0, all agents are read-only. No agent can write to your CRM, send a client email, or execute a trade without an explicit advisor approval step.
LiveMonthly and quarterly compliance tasks based on your RIA's registration type and state(s) — Form ADV deadlines, attestations, personal trading reviews.
2027Every AI tool claims to be compliant. Most mean SOC 2. AdvisorOS produces actual evidence in your own infrastructure.
Advisors spend 4.1 hours per week writing client emails. AdvisorOS drafts every post-meeting email, follow-up, and check-in — in your voice, with specific context from the client file.
LiveShort, compliant text message drafts for appointment reminders, quick check-ins, and time-sensitive follow-ups — routed through MyRepChat or Smarsh.
Q3 2026Monthly client newsletter drafted from market events, planning themes relevant to your client base, and your practice's recent activity — personalized and ready for review.
Q3 2026When the Intelligence Agent detects a life event, it drafts a complete touchpoint sequence — immediate check-in, planning follow-up, and 90-day nurture — for advisor approval.
Q3 2026Personalized cold outreach and warm intro follow-up emails drafted from the prospect's LinkedIn profile, mutual connections, and firm context — reviewed and sent by the advisor.
2027Automated meeting confirmation emails and day-before reminders — personalized with agenda, documents to bring, and prep questions — sent from your email address.
2027Every agent has a defined role, a bounded data surface, and a full compliance ledger entry per run. Nothing fires silently.
The work doesn't disappear. It becomes drafts you review — not tasks you start from a blank page.
We don't ask for trust. We produce evidence — in your own infrastructure, in formats your compliance team already uses.
Your client data stays in your environment. The connector tokens you provide never leave your infrastructure.
Runs in your VPC or on your hardware. No multi-tenant SaaS. No client data sent to a vendor cloud.
v0 connectors expose only read operations. No auto-trade, no auto-email, no auto-update CRM without explicit advisor approval.
Wealthbox / custodian tokens stay in your environment. Connectors read them at startup; never persisted to disk.
Every session produces a Markdown ledger your compliance officer can review. SEC Rule 204-2 books-and-records native format.
Not SOC 2 certified yet (in progress). Not FINRA/SEC certified — those are not certifications you can get. We produce evidence; your compliance team makes the call.
Built on the stack you already trust. Nothing exotic. Nothing locked behind a vendor-only platform.
Sonnet for routine work, Opus for complex planning. Industry-leading model quality. Long context for full client files.
Each integration is an MCP server. Open spec. Vendor-neutral. Swap a connector without rewriting the agent.
The channel where you already live. No new dashboard to learn. Mobile-ready out of the box.
Wealthbox, Redtail, Schwab, Fidelity, Orion, Tamarac, MoneyGuidePro, Holistiplan, Smarsh, Vanilla — and 110 more. Read-only by default.
Every action logged to a SHA-256-hashed Markdown ledger. Your CCO opens it in any text editor.
We're onboarding independent RIAs in cohorts. Early-access firms get white-glove setup, direct input into the roadmap, and AdvisorOS free for the first year.