AdvisorOS
Join beta

Advice Operating System for financial advisors

Run your entire advice process in one place.

From the first client meeting to the final record of advice, AdvisorOS gives South African advisors one controlled, advisor-reviewed workspace for the whole advice lifecycle.

Join the waitlistRequest founding advisor access
Not another CRMAdvisor-reviewedEvidence-focusedControlled beta access

AdvisorOS supports workflow, evidence and practice administration. It does not replace the advisor or make suitability decisions.

AdvisorOS workspaceAdvice process command view
Advisor review required

Intake received

Client 360 source data

Risk profile readiness

Case workflow status

ROA context prepared

Case Dossier assembled

AccessApproval-gated
RecordCase Dossier
AdviceAdvisor-led
WorkflowControlled

The operating gap

Advice work is not the problem. Scattered process is.

Financial advisors, brokers and advice practices carry the pressure of advice, evidence, documentation and follow-up while the work is often split across tools that were not designed for the full advice process.

Repeated client data capture across disconnected tools.

Notes spread across email, PDFs, WhatsApp and spreadsheets.

Advice evidence difficult to assemble when a case moves quickly.

Manual ROA preparation without enough source context in one place.

Blind spots in case readiness, missing documentation and fragmented next actions.

Practice owners lack centralised visibility over advice work in progress.

Category shift

Not another CRM. An Advice Operating System.

CRM systems track relationships. AdvisorOS structures the advice process: source data, workflow, review, documents and evidence.

CRM

  • Contacts
  • Activities
  • Notes
  • Pipeline

AdvisorOS

  • Client intake
  • Client source data
  • Risk profile readiness
  • FNA-ready workflow
  • Case workflow
  • ROA preparation context
  • Case Dossier / Record of Process
  • Practice oversight

Advice workflow

From first client input to ongoing review.

Each step is designed to help the advisor keep context, evidence and workflow together.

Client Intake
Client 360
Risk Profile
FNA-ready Workflow
Case Workflow
ROA Preparation
Case Dossier
Ongoing Review

Core platform

Built for controlled, advisor-reviewed advice operations.

AdvisorOS

Secure Client Intake

Capture client-submitted information for advisor review before it enters the workspace.

AdvisorOS

Client 360

A unified, compact view of client source data, readiness signals, documentation and related cases.

AdvisorOS

Risk Profile / Investment Risk Profile

Capture planning profile outputs as source data for advisor review, not product recommendations.

AdvisorOS

Case Workflow

Track advice work through visible stages to identify open actions, evidence gaps and follow-ups.

AdvisorOS

ROA Preparation Context

Prepare structured context for advisor-reviewed ROA drafting while final advice remains advisor-led.

AdvisorOS

Case Dossier / Record of Process

Bring intake, workflow, notes, documents, decisions and evidence signals into one case record.

AdvisorOS

Documents / Vault

Organise document metadata and upload workflows without exposing private storage details.

AdvisorOS

AI Assistant — advisor-controlled

Suggestions only. You stay in control.

AdvisorOS

Practice Oversight

Help owners monitor readiness, workflow pressure and practice operating signals.

AdvisorOS

Billing and Usage Control

Surface included usage, fair-use posture and manual beta billing readiness.

Case Dossier

Build a cleaner Case Dossier.

AdvisorOS helps advisors organise intake, case workflow, client source data, notes, documents, ROA context and evidence into a structured Case Dossier.

Case Dossier supports the Record of Process. The advisor remains responsible for final advice, disclosures and recordkeeping.

Structured case record
  • Client source data and advisor-reviewed intake.
  • Workflow milestones, notes and evidence signals.
  • ROA preparation context and review posture.
  • Document metadata without public storage exposure.

Trust posture

Security, privacy and compliance-aware design.

AdvisorOS is being developed for advice practices handling sensitive client information. The platform supports POPIA-aware, FAIS-aware workflow and evidence handling, but it does not provide advice or replace the advisor's legal and compliance obligations.

Selected Founding Advisor Beta access.

Public signup remains closed.

Real client data use is approval-gated.

Practice data is separated by workspace.

Client intake is advisor-reviewed before use.

Sensitive workflow actions are audit-tracked where implemented.

Case Dossier records support evidence-based advice administration.

AdvisorOS is not an FSP and does not provide financial advice.

Founder Advisor Access

Transparent pricing for founding advisors.

AdvisorOS plans include a monthly AI Meeting Minutes allowance so your costs stay predictable. Additional AI minutes can be added when needed.

Limited to first 30

Founder Beta

R1,249/ month ex VAT

For early founding advisors who want to help shape AdvisorOS before public launch.

  • 1 user
  • 180 AI Meeting Minutes per month
  • Up to 30 bonus minutes available through product feedback
  • Founder pricing locked for 24 months while active
  • Access to the Founding Advisor Beta
  • AdvisorOS workflow, ROA drafting support and client/case workspace

Founder Beta is limited to the first 30 subscribers only. Unused AI Meeting Minutes do not roll over. Additional AI minutes are available through top-ups.

0 of 30 Founder seats claimed

30 seats remaining
Built with our first Founding Advisors.
Apply for Founder Beta
Independent advisor

Solo Advisor

R1,799/ month ex VAT

For independent advisors who want one workspace for client records, advice workflows, ROA drafting support and communication.

  • 1 user
  • 210 AI Meeting Minutes per month
  • Client and case management
  • ROA drafting support
  • Meeting and document workflow support
  • Email drafting and advisor-approved sending when enabled
  • Compliance evidence and client file support

Unused AI Meeting Minutes do not roll over. Additional AI minutes are available through top-ups.

Join the list

Opens to everyone once Founder Beta fills. Join the list to be first in line.

Small practice

Practice Starter

R3,999/ month ex VAT

For small advice practices that need shared client, case and workflow visibility.

  • Up to 3 users
  • 600 pooled AI Meeting Minutes per month
  • Shared client and case workspace
  • Practice-level workflow visibility
  • ROA drafting support
  • Client file and evidence support
  • Email and meeting workflow support
  • Admin/advisor collaboration

AI Meeting Minutes are pooled across the practice. Unused minutes do not roll over. Additional AI minutes are available through top-ups.

Join the list

Opens to everyone once Founder Beta fills. Join the list to be first in line.

Growing team

Practice Growth

R7,999/ month ex VAT

For growing advice practices that need more users, pooled usage and stronger operational oversight.

  • Up to 6 users
  • 1,200 pooled AI Meeting Minutes per month
  • Practice-wide client and case management
  • Pooled AI usage across the team
  • Advisor/admin workflows
  • ROA drafting support
  • Evidence and client file support
  • Practice oversight and usage visibility

AI Meeting Minutes are pooled across the practice. Unused minutes do not roll over. Additional AI minutes are available through top-ups.

Join the list

Opens to everyone once Founder Beta fills. Join the list to be first in line.

Custom

Enterprise

Custom

For larger advice businesses, networks or firms that need custom onboarding, controls and scale.

  • Custom users
  • Custom AI usage allowance
  • Custom onboarding
  • Practice/network-level configuration
  • Advanced support options
  • Custom commercial terms

Enterprise pricing is scoped with the practice based on users, onboarding, support and usage profile.

Contact us
Pricing notes

All prices exclude VAT. Plans include a monthly AI Meeting Minutes allowance. Usage is capped to keep costs predictable. You will receive a warning before reaching your monthly AI-minute limit, and additional usage can be added through paid top-ups.

Need more AI minutes?
  • 100 minutes - R354 ex VAT
  • 250 minutes - R879 ex VAT
  • 500 minutes - R1,755 ex VAT
  • 1,000 minutes - R3,507 ex VAT
Start with a 14-day trial

Founder Beta seats are live now. The Solo Advisor plan and 14-day trial open to everyone once Founder Beta fills. When live, the trial requires a card and converts to the Solo Advisor plan at R1,799/month ex VAT after 14 days unless you cancel before it ends. Trial usage limits apply.

Waitlist

Join the waitlist for controlled early access.

Public waitlist interest does not create an AdvisorOS user, tenant, membership, practice workspace or dashboard access. Access is manually reviewed before any workspace is enabled. Send a short note from your practice email with your role, practice size and the advice-process problem you most want AdvisorOS to help solve.

Join the waitlist

Important notice

AdvisorOS is an operational and workflow platform for advice practices. It does not provide financial, tax or legal advice, product recommendations or suitability decisions. Advisors and FSPs remain responsible for their advice, disclosures and compliance obligations.