Priced as an add-on to your CRM
Keep paying for Wealthbox or Redtail. AdvisorOS sits next to it and runs the service calendar and marketing. One price per advisor, no setup fee. These prices apply at launch.
Pro
AI included, plus CRM sync
- Client tiers, service calendar, reminders and workflows
- Email, newsletter and social drafting
- Prospect, referral-partner and M&A pipeline
- Tamper-evident audit log, AI provenance and exports
- AI included, no key to manage
- CRM sync with Wealthbox and Redtail (coming soon)
Founding practices: the first 25 beta firms get Pro for $49 a month, locked for as long as they stay subscribed.
Apply for a founding spotQuestions advisors ask
Is there a contract?
No. There's no contract. Monthly plans run month to month, and annual plans are paid up front for 12 months.
How do I cancel?
From Settings, any time. Monthly plans stop at the end of the billing month. Annual plans aren't refundable.
Can I get my data out?
Yes. Export clients, prospects and the audit log to CSV whenever you like, including for 30 days after you cancel.
How do AI keys work?
AI is included in the price, so you don't need an AI provider account. If your firm prefers to use its own Claude, Gemini or OpenAI account, you can connect your own key instead. The price is the same either way. Keys are stored server-side and never shown in the browser or written to the log, and each AI draft is logged with the provider and model used.
Do I have to leave my CRM?
No. AdvisorOS is built to run next to Wealthbox or Redtail. Start by importing a CSV export of your clients. Direct sync coming soon.
Is there a free trial?
Once AdvisorOS launches, every plan starts with a 7-day free trial, and you'll enter a credit card at checkout to start it. Until then, join the beta.
What about a second person in my firm?
Each advisor needs their own seat. You can add an assistant for free, so they can help you work with your clients.