Client workspace
Keep essential client records, status notes, and practice context organised by tenant.
AdvisorOSSecure advisor operating layer
The advisor operating system for modern financial practices.
Organise clients, documents, compliance evidence, team workflows and auto-generated ROA drafts for advisor review in one secure workspace.
Advisor-ledCompliance-awareSecure document workflows
Any AI-assisted or generated output must be reviewed and approved by the advisor before use.
Client profile organised
Documents stored securely
Auto-generated ROA drafts
Compliance evidence captured
Team access controlled
Document vaultSecure client files
ROA generationAdvisor-reviewed drafts
Audit trailEvidence captured
Team workspaceRole-based access
The problem
Advisor workflows are scattered across emails, PDFs, spreadsheets, provider portals and disconnected tools.
Client context, document handling, legal evidence, team access, billing visibility, and future intelligence workflows all need a secure operational home. AdvisorOS is being built as the operating layer around that work.
What AdvisorOS does
One workspace for the operational layer around advice.
AdvisorOS helps practices coordinate the systems work around client service: structured records, controlled document access, audit history, role-based team access, and assistive ROA draft preparation for advisor review.
Practice workspace
Client records
Document vault
Compliance evidence
Team access
ROA draft preparation
Billing visibility
Built for advisors
Built for advisors. Not to replace them.
AdvisorOS does not provide financial advice, does not make product, underwriting, or claims decisions, and any future AI-assisted outputs must be reviewed by the advisor. The advisor remains responsible for advice, suitability, recommendations, client discussions, disclosures, and final review.
Core capabilities
Phase 1 foundations for a secure advisor workspace.
Secure document vault
Keep document workflows organised with private storage architecture and controlled access.
Compliance evidence
Capture legal acceptance records, audit trails, and downloadable evidence packs.
Advisor verification foundation
Prepare structured advisor verification workflows with founder review and future FSCA checks.
Team access controls
Manage practice members, owner-only invitations, roles, and practice-level access.
Auto-generated ROA drafts
Prepare structured ROA drafts from client, document and workflow context for advisor review before use.
Billing and usage visibility
Track plan limits, usage warnings, billing state, and future payment workflows.
Early access
Request early access to the AdvisorOS private preview.
Early access is limited and aimed at advisors and practices who want to help shape the secure workflow, compliance evidence, and future practice intelligence layers before broader release.
Private preview interest
Send a short note from your practice email. There is no waitlist database or marketing automation connected yet.
Request early accessCompliance-aware disclaimer
AdvisorOS does not provide financial advice, guarantee compliance, or make product, underwriting, or claims decisions. Any future AI-assisted outputs will be assistive only and must be reviewed by the advisor. Final advice, recommendations, suitability assessments, disclosures, and client outcomes remain the responsibility of the advisor and, where applicable, the relevant insurer or product provider.