A customizable practice management dashboard for Independent RIAs
Simplicity is key.
We all have a never-ending tech stack that still doesn't do everything we want...
AdvisorOS is the solution.
It's not a replacement for planning tools, it's a business addition that you didn't know you needed.
✅ Want to use a custom portal for clients? You can do that.
✅ Tired of CRMs that don't make sense? AdvisorOS has a simple alternative.
✅ Want to create better content? Use the content creation prompts and take advantage of the custom content calendar.
✅ Trying to create a better client experience? Track it and make it easy to be memorable.
Included in the AdvisorOS template:
- New client onboarding system
- Meeting outlines & repeatable processes
- New member onboarding workflow
- Custom client portals
- Custom content calendar
- Content creation dashboards
- Brand logo & fonts
- Milestone & goal tracker
- Client experience dashboard
The best part?
EVERYTHING is customizable.
You can delete anything that isn't helpful, or create anything that you think would be valuable.
Each template comes with a video tutorial & walkthrough, as well as additional curated resources to help you get the most out of Notion.
Who is this best for? Small RIAs (1-3 advisors)
Have questions? Send me an email at firstname.lastname@example.org
A customizable practice management Notion dashboard (w/ video tutorial)