Advisor OS is the AI-native platform built for technology advisors. Client portal. CRM. Partner management. AI insights. All in one system - built in the AI era, for the AI era.
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?
Four pillars. One operating system. Zero spreadsheet gymnastics.
Give your clients a white-labeled portal with real-time visibility into their technology stack, contracts, spend, and optimization opportunities. They see what matters. You stay in control.
Not another generic CRM. Purpose-built for the advisor workflow - deals, suppliers, renewals, and pipeline tracked exactly the way technology advisors actually work. AI handles 96% of the data entry.
Track deals, commissions, and execution across your entire partner ecosystem. Smart workflows for lead registration, deal tracking, and revenue attribution - with full transparency for your partners.
Data encrypted in transit and at rest. Role-based permissions with role-based views - clients see their data, partners see theirs, admins see everything. Your data is never sold to third parties. Period.
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 (5 users) | $200-249 | $500+ | $450+ | $225 |
| 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 - extracting and organizing data that used to take hours of manual entry. 96% of CRM data entry is automated.
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. Founding members 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.
The founding member program isn't a marketing gimmick. I need 10 advisors who work like I do to pressure-test this thing and shape what it becomes. If that's you, let's build this together.
Founder, Catch Advisors & Advisor OS
Drag the sliders to match your practice. See your numbers instantly.
Founding members lock in their rate for life - including AI tokens. Pay monthly or save 20% with an annual commitment.
If Advisor OS isn't the right fit, we'll refund you in full within 30 days. We just ask that you've completed onboarding and added at least one client to the platform. We want you to see the real value before you decide.
Founding members 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.
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 founding member feedback.
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. Your clients see your brand, not ours. The portal is designed to look like an extension of your firm - not a third-party tool you bolted on.
Your rate is locked in for life. When we open to general availability at $399/mo, you keep paying $200-249/mo. The price you start with is the price you keep. Forever.
If Advisor OS isn't the right fit within 30 days, we'll refund you in full. We just ask that you've completed onboarding and added at least one client so you've seen the real value of the platform.
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.
There's no client limit. Whether you manage 5 clients or 50, the price stays the same. No per-client fees, no per-seat charges for your team or your clients.
Monthly plans can be canceled anytime. Annual plans are paid up front for the year. Both come with the 30-day money-back guarantee and a lifetime locked-in rate.
Lock in from $200/mo for life. Shape the product. Move faster than your competition. The AI era is here - are you in?
Become a Founding Member