Founding Pilot — 50 RIAs Only

Stop Spending Your Sundays on Meeting Notes.

AdvisorOS unifies your client management, meeting workflows, task tracking, and AI-powered follow-ups into a single, elegant platform — so you spend less time on admin and more time growing your practice.

✓ AI-powered meeting prep briefs and post-meeting summaries
✓ Automated task extraction and client follow-ups
✓ Unified client dashboard with compliance audit trail

Claim My Founding Spot → See the Research

38%

of an advisor's day lost
to admin & compliance

Fidelity IFA DNA Study, 2025

13 hrs

per week spent on
compliance alone

Model Office Report, 2025

<5 min

from transcript to
full documentation

AdvisorOS platform

Meeting Workflow Running

📊

Pre-meeting brief generated Done · 0:05

📋

Transcript uploaded Done · 0:12

🤖

CRM note + compliance doc Running…

✅

Task extraction Queued

📧

Client follow-up email draft Queued

All outputs require your approval before anything is sent.

The Research Is Clear

The Admin Burden Is Costing RIAs Their Business.

These are not estimates. They are findings from independent research studies across hundreds of advisory firms.

72%

of advisors say reducing admin would most improve their workday

Yet the average advisor still spends 38% of their day on compliance, admin, and report preparation — time that is not billable and not client-facing.

Fidelity IFA DNA Study, 2025

13 hrs

per week spent on compliance activities per advisory firm

That is roughly two full months of working time every year consumed by compliance alone — and compliance costs now represent up to 20% of annual revenue for many RIAs.

Model Office Benchmark Report, 2025 · 800+ RIA firms surveyed

51%

is how much time advisors want to spend with clients — vs. 33% today

Advisors who spend less time with clients have a Net Promoter Score 27–30 points lower than competitors. The gap between reality and the ideal workday is an admin problem.

Fidelity IFA DNA Study, 2025 · J.D. Power Survey

What This Costs You Every Day

You Became an Advisor to Serve Clients — Not to Write Notes at 9pm.

For every one hour of client meetings, advisors spend at least two hours in preparation and post-meeting documentation. That ratio is not sustainable.

⏱️

2 Hours of Admin for Every 1 Hour With a Client

CRM notes, compliance documentation, follow-up summaries — written manually, after every meeting, every time. Kitces research confirms this 2:1 ratio is the industry norm.

📌

Commitments That Fall Through the Cracks

21% of clients who leave their advisor cite poor quality of relationship as the reason. Missed follow-ups and forgotten commitments erode the trust you spent years building.

⚠️

Compliance Risk That Grows With Every Meeting

Only 33% of RIA firms can produce high-quality compliance data instantly for an audit. Inconsistent documentation is the #1 source of regulatory exposure for independent advisors.

What You Get

Everything You Need to Run a Compliant, Client-First RIA — Automated.

Six tools that would cost you $3,000+/month to hire for. Included in one platform.

📅

Pre-Meeting Brief Agent

Walk into every performance review and client meeting fully prepared. AdvisorOS automatically generates a personalized brief — surfacing open tasks, portfolio changes, risk flags, and a suggested agenda — so you spend zero time on prep and 100% of your energy on the client.

$500/mo value

Included

📝

Automated Meeting Notes Agent

Upload a transcript. Get a complete, structured CRM note and compliance document in under 5 minutes. No more Sunday evenings catching up.

$800/mo value

Included

✅

Task Extraction Agent

Every commitment, follow-up, and action item is automatically extracted from your transcript with due dates and assigned owners. Nothing falls through the cracks again.

$400/mo value

Included

📧

Client Communication Agent

AI drafts a personalized follow-up email in your voice — ready for your review and one-click send. Consistent, timely communication separates the top-quartile advisors.

$500/mo value

Included

🛡️

Compliance Review Agent

Every AI output is reviewed for regulatory compliance before it reaches your inbox. Issues flagged before they become exam findings — so you are always audit-ready.

$600/mo value

Included

📊

Immutable Audit Log

Every advisor action and AI output is logged with full input/output snapshots. A complete, defensible audit trail — ready for any regulator, any time.

$300/mo value

Included

Total Value Stack

5 AI agents + full compliance infrastructure

$3,100/mo if hired separately

$197/mo

Solo Pilot pricing — locks in for life

How It Works

From Meeting Prep to Done in 5 Steps.

Get Your Meeting Brief

Before every call, AdvisorOS delivers a personalized prep brief — open tasks, portfolio context, risk flags, and a suggested agenda. Show up ready, every time.

Auto-generated

Upload Your Transcript

Drop in a transcript after your meeting.

30 seconds

AI Does the Work

Five agents run in parallel — generating your CRM note, tasks, compliance doc, and follow-up email.

Under 4 minutes

You Review & Approve

Nothing is sent without your explicit approval. You stay in control — AI just removes the blank page.

1–2 minutes

Everything Syncs

Approved notes and tasks logged. Your client gets the follow-up. You move on.

One click

What the Research Says

The Industry Agrees. The Problem Is Real. The Solution Is AI.

AdvisorOS is built on the back of independent research — not marketing claims.

"Advisers tell us that in their ideal day, they would spend half their time with clients compared with just a third now. Technology, particularly AI, is already starting to close that gap."

Paul Richards, Head of Adviser Distribution · Fidelity International · IFA DNA Study, 2025

"Compliance costs are up from last year. Firms are now spending over 60% of time on business and compliance activities rather than client meetings."

Chris Davies, Founder & Director · Model Office · Benchmark Report, 2025 · 800+ RIA firms

"For every one hour of client meetings, advisors spend at least two hours in preparation, plus their time on administrative tasks. That ratio isn't sustainable."

Docupace Research · citing Kitces.com advisor productivity study

"Advisors who don't spend as much time with their clients can have a Net Promoter Score of 27–30 points lower than their competitors."

J.D. Power Survey · cited by Docupace · advisor satisfaction and client time study

Founding Pilot Pricing

Lock In Your Rate Before This Cohort Fills.

Pilot members pay the lowest price AdvisorOS will ever be offered — and it locks in for life. When the 50 spots are gone, this pricing is gone.

Solo RIA

^$197

per month · cancel anytime

50% off standard pricing — locked in for life

For independent advisors who want to stop spending evenings on admin and start scaling their practice without adding headcount.

Up to 100 active clients

All 5 AI workflow agents

Unlimited meeting transcripts

1 CRM integration coming soon (Salesforce, Redtail, Wealthbox, or Orion)

Full audit log & compliance review

Founding member badge + lifetime rate lock

Direct access to product roadmap voting

Claim Solo Spot — $197/mo →

Best Value

Team RIA

^$397

per month · cancel anytime

50% off standard pricing — locked in for life

For growing RIA firms ready to systematize their entire advisory workflow across multiple advisors and eliminate documentation as a bottleneck to growth.

Unlimited active clients

All 5 AI workflow agents

Unlimited meeting transcripts

Up to 3 advisor seats

3 integrations coming soon (1 CRM, 1 Gmail or Outlook, 1 Calendy)

Full audit log & compliance review

Founding member badge + lifetime rate lock

Priority support & dedicated onboarding call

Direct access to product roadmap voting

Claim Team Spot — $397/mo →

🛡️

30-Day "Get Your Time Back" Guarantee

Use AdvisorOS for 30 days. If you don't save at least 3 hours per week on post-meeting documentation, email us and we will refund every dollar — no questions, no hoops, no hard feelings. We are that confident in what this does for your practice.

No long-term contracts. Cancel anytime from your account settings.
Payments processed securely via Stripe. Your card is never stored on our servers.

Common Questions

Everything You Need to Know Before You Join

Will AI send anything to my clients without my approval?

Never. Every AI-generated output — CRM notes, emails, compliance documents — requires your explicit approval before it is sent or logged. The human-in-the-loop is non-negotiable and built into every workflow.

Is my client data secure and confidential?

Yes. All data is encrypted at rest and in transit. AdvisorOS never uses your client data to train AI models. We support data processing agreements for RIA compliance requirements and are pursuing SOC 2 Type II certification.

How long does it actually take to get set up?

Most advisors upload their first transcript and get their first complete documentation package within 30 minutes of signing up. There is no complex onboarding. Team plan members get a dedicated setup call.

What if I already have a process that works?

AdvisorOS does not replace your process — it executes it faster. You define what good documentation looks like; the AI produces a first draft in your format, and you approve it.

What happens to my rate after the pilot ends?

Your pilot rate is locked in for life. Standard pricing after the pilot cohort closes will be $397/mo for Solo and $797/mo for Team. Founding members will never be moved to standard pricing without explicit consent.

What if it doesn't work for my practice?

You are covered by a 30-day money-back guarantee. If AdvisorOS does not save you at least 3 hours per week on documentation in your first 30 days, we refund you in full. No questions asked.

Every Week You Wait Is Another 13 Hours Lost to Compliance.

The research is clear. The problem is real. AdvisorOS is built specifically to solve it — and the founding pilot cohort gets the lowest price it will ever be offered.

Claim My Founding Spot →

30-day money-back guarantee · No contracts · Cancel anytime · Pilot rate locked in for life