You’re Not an Advisor Because You Love Admin.

Prodos is an AI copilot for advisors who want to focus on clients, not copying & pasting.

Prodos fits into the tools you already use—like email, chat, and calendar—so there’s nothing new to learn. Just type a quick command in plain language and it gets done. No extra platforms. No dashboards. Just effortless support, from right where you are.

...and many more on the way!

So, what is Prodos?

Before Prodos, you were probably stuck in an endless loop of onboarding tasks.

Send welcome email

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Create profile in CRM

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Follow up for signature

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Get updated bank balances

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Type stock positions into csv

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Update KYC information

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Send welcome email ~ Create profile in CRM ~ Follow up for signature ~ Get updated bank balances ~ Type stock positions into csv ~ Update KYC information ~

With Prodos, onboard clients unbelievably fast (no, seriously, you won’t believe it. Here’s a demo.)

Screenshot of a chat window on Prodos AI platform with a message draft saying 'Message ProdosAI' at the bottom.

See for yourself!

Our partners

Foundation Capital Fintech AI Build

FAQs

Ready to learn more? Get in touch.

  • Absolutely. As long as it’s not waiting on human approval or compliance steps, Prodos handles tasks in seconds — no lag, no bottlenecks.

  • Yes. Prodos is designed to plug into the systems you’re already using — like Wealthbox, Redtail, Box, or . You don’t need to rip anything out. We just make it all run smoother.

  • Zapier and native integrations are a great start — but most fall short for advisors. They’re often one-way, limited to basic triggers, or break when tools update.

    Prodos goes further. It acts like a virtual team member: logging into your tools, reading files, taking real action — not just passing data around. It’s the difference between “connected” and actually automated.

  • Nope. If you can send an email or upload a file, you’re good. Prodos is built to be simple, clear, and helpful — no IT department needed.

  • Yes. Prodos uses bank-level encryption and follows strict data-handling protocols. We don’t just protect your firm, we protect your clients, too.

  • No. Once you authenticate into your systems, we’re the intelligence layer between your tools. We don’t store your client data anywhere else.

  • Pricing depends on your firm size and setup, but we keep it straightforward, transparent, and month-to-month. No long-term contracts, no surprise fees.

  • Definitely. Book a quick demo and we’ll walk you through how it works, answer your questions, and show how it fits into your workflow.

Sound like you?

If this sounds like you, please reach out! Fill out our contact form and we’ll reach out within 24 hours.