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.

(a basic example from one of my clients)

✅ 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

I want this!

A customizable practice management Notion dashboard (w/ video tutorial)



I want this!