For independent RIAs with one to five people
Sleep better at night. Never lose a client.
You want this relationship with your client.
Beta opening to a small group of independent RIAs
Client service and marketing that still happen in your busiest month.
AdvisorOS schedules every client touch by tier, drafts the outreach in your voice, and keeps a tamper-evident record of what AI drafted and what you sent. Keep your CRM. AdvisorOS works next to it.
Three jobs that slip when you're the whole firm
Your A clients get the attention. Your B and C clients get whatever is left, and LinkedIn gets nothing. AdvisorOS takes the work off your memory and onto a schedule.
Client service on schedule
Every client gets the touches their tier deserves. Set the cadence once and AdvisorOS builds the calendar, the reminders and the workflows.
See the service calendarMarketing that gets done
Newsletters, LinkedIn posts and email drips drafted in your voice. You edit and approve. Nothing goes out without you.
See the marketing toolsA growth pipeline you'll use
Prospects, referral partners and M&A targets on one board, with playbooks that tell you the next touch.
See the pipelineReady for the exam question you know is coming
"Show me what your AI wrote and what you sent." AdvisorOS can answer that in one export.
How the record worksTamper-evident audit log
Every change is chained with a SHA-256 hash, so an edited or deleted entry shows up when you run the integrity check.
AI provenance
Which model drafted what, when, and whether you edited it before it left your hands.
Security by people who do it for a living
Per-advisor data isolation, server-only AI keys, and a due-diligence packet for your CCO.
Request the packet
Built by a working advisor and a security firm that protects advisors
AdvisorOS comes from Valdivia Solutions, a cybersecurity and IT consulting firm that works with independent financial advisors. It started at home. Reese, Peter's son, has been a financial advisor for over a decade, and one of his biggest challenges was remembering client touches. He had bought a dozen tools, and none of them gave him everything he needed. After talking through his frustrations, and the same ones from his colleagues, we decided to build it ourselves, based on the needs of real financial advisors.
Meet the foundersBe one of the first practices on AdvisorOS
We're inviting a small group of independent advisors into the beta. Join the list, or book a demo and bring a CSV of your clients to see the calendar AdvisorOS would run for you.
Built by Valdivia Solutions, a cybersecurity firm that already protects advisory practices.