Onboarding should take three minutes, not three weeks.

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.