Advisor OS brings your CRM, client portal, contracts, partner workflows, and AI insights into one advisor-native platform. Stop chasing spreadsheets, PDFs, emails, and disconnected tools. Give your clients real-time visibility, manage your pipeline, and let AI handle the busywork.
Pipeline that updates itself. AI that drafts the renewal before you ask. Commissions that reconcile in real time. This is what your day inside Advisor OS feels like.
The tools you're using were built before AI existed. They're slow. They're rigid. They weren't designed for how you work today.
Advisor OS was born in the AI era. Built with AI. Built for AI. Six-month roadmaps compressed into 30 days. A 12-month dev cycle in six weeks. We move at the speed of intelligence - and so will you.
Why are you still stuck with software that can't keep up?
Other vendors sell you a CRM. We give you the CRM, the client portal, and the sales tools to grow your agency.
Your pipeline. Your way.
Purpose-built for technology advisors. Deals, suppliers, commissions, renewals, and pipeline - tracked exactly the way your business runs. AI helps with repetitive data entry from PDFs and email.
The retention weapon.
Give every client a white-labeled portal with real-time visibility into contracts, spend, projects, and optimization opportunities. They see what matters. You stay indispensable.
Grow and retain, on repeat.
Proposals, QBRs, executive reports, renewal playbooks, and benchmarking. Everything you need to win new clients, expand existing ones, and prove your value every quarter.
All three included in every plan. No add-ons. No surprises.
Click through the platform. Real UI. Real workflows. No sales call required.
Provider Breakdown
Budget Tracker
Waste Detected
| Vendor | Client | MRC | Rate | Monthly | Status |
|---|---|---|---|---|---|
| Comcast | Acme Corp | $2,400 | 10% | $240 | Active |
| AT&T | TechFlow | $5,800 | 8% | $464 | Active |
| Cisco Meraki | MedGroup | $12,000 | 12% | $1,440 | Active |
| Lumen | Starfield | $3,200 | 9% | $288 | Pending |
| Cato Networks | RetailCo | $4,500 | 11% | $495 | Active |
| Palo Alto | FinServ | $8,200 | 10% | $820 | Pending |
Lift-and-shift of on-prem workloads to Azure IaaS with hybrid networking.
Replace legacy PBX with cloud UCaaS across 4 office locations.
Full security posture review + remediation roadmap for compliance.
SD-WAN deployment replacing legacy MPLS at 6 branch locations.
Reduced vendor count from 14 to 6, saving $3,200/mo in overhead.
Assess data infrastructure and team readiness for AI tool adoption.
Other platforms charge per seat, nickel-and-dime you for AI, and still don't solve the advisor workflow. We do.
| Feature | Advisor OS | Salesforce | HubSpot | Zoho One |
|---|---|---|---|---|
| Monthly cost (3 users) | $349 | $300+ | $270+ | $135 |
| Per-seat pricing | Flat rate | $100/user | $90/user | $45/user |
| Client portal | ✓ Included | Extra $$$ | Service Hub needed | ✓ |
| Partner management | ✓ Included | ✕ No | ✕ No | Partial |
| AI-powered insights | ✓ Included | +$125/user | Credits system | ✓ |
| Built for advisors | ✓ Purpose-built | Generic CRM | Generic CRM | Generic suite |
| Setup / onboarding fee | $0 | Varies | $1,500 | $0 |
Legacy platforms bolt AI onto old architectures. Advisor OS was designed from day one with AI at the core - not as an afterthought, but as the foundation.
AI reads contracts, invoices, and vendor docs, then extracts and organizes fields for review before they enter the CRM.
Anonymized data across the platform powers industry benchmarks. The more advisors and clients on the platform, the smarter the insights become for everyone.
Proactive recommendations on contracts, renewals, and spend optimization - delivered to you and your clients before you even ask. Built on real data, not guesses.
Every advisor, client, and partner on the platform makes it more valuable. More data means better benchmarks, sharper insights, and stronger recommendations.
Our change log moves at AI speed. Features ship in days, not quarters. Customers directly shape what gets built next - in real time.
All data is encrypted, role-gated, and never sold. Anonymized benchmarking improves the platform - but your client data stays yours. Always.
Data encrypted in transit (TLS 1.3) and at rest (AES-256). Your client data is protected at every layer of the stack.
Granular permissions ensure clients see only their data, partners see only their deals, and admins have full oversight.
Your data will never be sold to third parties. Anonymized benchmarking supports the community - but raw data stays private.
Formal SOC 2 Type 2 compliance is on the investment roadmap - because trust at scale requires verified controls.
AI frameworks with built-in data boundaries. Models never train on your client data. Outputs are scoped to your permissions.
Deployed on Cloudflare's global edge network - fast, secure, and resilient by default with DDoS protection built in.
After 10 years as a technology advisor, I'd used every platform out there. Salesforce. HubSpot. Airtable. Monday. Spreadsheets duct-taped together with Zapier. None of them were built for how advisors actually work.
I was spending more time managing tools than managing clients. Tracking partner deals in one system, client contracts in another, vendor relationships in a third. My clients deserved better visibility. My partners deserved better transparency. And I deserved to stop doing data entry at midnight.
So I built Advisor OS. Not as a side project - as the platform I wish I'd had from day one. AI-native from the ground up. Client portal, CRM, and partner management in one system. Built in the AI era, at AI speed. Six weeks from first line of code to a working platform.
Advisor OS is built with the advisors who use it. Every plan starts with a free trial, and the roadmap is shaped by what working advisors actually need. If that's you, let's build this together.
Founder, Advisor OS
Latest announcements and milestones from Advisor OS.
Press inquiries: [email protected]
Drag the sliders to match your agency. See your numbers instantly.
No consultants. No 6-week implementation. No migration nightmares.
Pick your plan and create your account. No credit checks, no contracts. Cancel anytime.
Upload a CSV or add clients manually. AI auto-populates company details, contacts, and locations.
Drop in PDFs - AI extracts vendor, pricing, dates, terms, circuit IDs, and account numbers. No data entry.
Invite clients to their branded portal. They get real-time visibility. You get a competitive moat.
We recommend charging your clients a minimum of $99/month for access to their client portal. Add white-label and they see your brand and your domain. On the Pro plan, four clients cover the entire cost of Advisor OS.
Platform paid for, with room to spare, at 5 clients.
Platform fully recouped. Plus $641/mo in your pocket.
Turn your portal into a $25K/yr revenue line.
$55K/yr in new revenue. Platform is essentially free.
Every plan includes the CRM, contract vault, renewal alerts, and client portal. Starter and Pro begin with a free 14-day trial. No setup fee on any plan.
Need your brand on the portal? Add White-Label to Pro for $99/mo. Want us to do the import? White-Glove Onboarding is a one-time $950. Full plan details
Customers don't just watch the roadmap - they shape it. In the AI-native era, we compress six-month plans into 30 days.
Client portal, advisor CRM, partner management, AI data parsing, role-based permissions. The core platform - live and ready.
Live on the Apple App Store. Manage clients, track deals, monitor commissions, and get real-time alerts from iPhone, iPad, and Mac. Built for advisors who don't stop when they leave their desk.
Live. A Model Context Protocol server that lets Claude, Cursor, and any AI agent read and write your CRM data - create deals, update contacts, manage pipelines, and automate workflows through natural language.
Proactive spend recommendations, contract renewal intelligence, and anonymized benchmarks powered by the growing advisor network.
Commission automation, deeper deal tracking, and expanded partner portal features driven by customer feedback.
Built-in automation flows for advisor growth - drip campaigns, renewal nudges, client onboarding sequences, and lead scoring. Turn your client data into a pipeline engine without leaving Advisor OS.
Reinvesting into formal compliance certification - verified security controls for enterprise-grade trust at scale.
The go-to-market engine for technology advisors. AI-powered prospecting, campaign automation, and pipeline generation - built to drive your business in 2026 and beyond.
Every advisor, client, and partner makes the platform smarter. AI benchmarking, predictive analytics, and insights that compound over time.
Yes. All data is encrypted in transit (TLS 1.3) and at rest (AES-256). Role-based permissions ensure clients only see their data, partners only see theirs. Your data is never sold or shared. Period.
Yes. Add the White-Label Portal to Pro for $99/mo, or choose Firm where it is included. Your clients see your logo, colors, and domain - an extension of your firm, not a third-party tool you bolted on.
Yes. Start on Starter and move to Pro when your client list passes ten, or go straight to Firm for a multi-advisor team. Changes are prorated and take effect immediately. Early customers keep their existing rate.
Starter and Pro begin with a 14-day free trial. Add a card, import a client or two, and see the platform on your own data. Cancel before day 15 and you pay nothing.
We handle migration as part of your onboarding. We'll help you move client data, contracts, and vendor information into the platform. Most advisors are fully onboarded within a week.
AI-powered data parsing, contract analysis, spend insights, and the Apex assistant are all included in your monthly price. No usage caps, no surprise charges, no per-query fees.
Starter covers up to 10 client organizations. Pro and Firm are unlimited, and the price stays flat whether you manage 15 clients or 150. Your clients never pay a seat fee to use their portal.
No. Monthly plans can be canceled anytime. Annual plans are paid up front for the year at two months off. Starter and Pro both start with a 14-day free trial, so you can walk away before paying anything.
Everybody already has your data. Telarus, Intelisys - they're actively selling against agents. So yes, technically we're a competitor. Your channel manager is a competitor. Your TSD is a competitor. The difference is we're willing to sign legal documents and establish real trust. Let's put it in writing and build something that actually protects you.
Plans from $149/mo. No setup fee. Cancel anytime. Or book a 30-minute demo and see it on your own data first.