The Ops Team That Never Sleeps
What modern RIA operations should feel like: proactive, automated, and quietly handled.
The $327 Million Error That Wasn’t About the Rocket
In 1999, NASA lost the Mars Climate Orbiter, a $327 million mission, because two engineering teams used different units of measurement.
One used pound-seconds, the other newton-seconds. No one caught the mismatch.
The result? The probe entered the Martian atmosphere too low, overheated, and was destroyed.
This wasn’t a technical failure. It was an ops failure - a preventable mistake that slipped through the cracks because no system was in place to catch it.
What Happens When Ops Is an Afterthought
At many founder-led RIAs, operations look like:
Calendar reminders and sticky notes
Docs renamed and routed manually
Task checklists copied over week to week
Disclosures sent (hopefully)… and logged (maybe)
Not because people are careless, but because there's no invisible layer holding it all together.
Things fall through the cracks. Tasks pile up. Important details get missed.
What Good Ops Should Feel Like
Imagine your ops system:
Routes documents before you even think about it
Logs follow-ups and CRM entries instantly
Flags missing forms or unconfirmed deliveries
Works across your email, CRM, and cloud, without extra tabs
That’s Prodos.
Prodos = Your Always-On Ops Assistant
Prodos isn’t another dashboard. It’s the connective tissue across your stack.
It helps RIAs:
Automate form routing, renaming, and archiving
Extract and log data from statements or IDs
Generate follow-up emails and task lists after meetings
Track compliance deliverables (like ADV and Form CRS) in the background
No tickets. No toggling. Just relief.
Ready When You’re Not
Prodos is built to handle the work even when you’re not logged in:
Account transfer (ACAT) form filled out? Done.
ADV Form delivery? Tracked.
Docs routed and renamed? Already handled.
It’s like having an ops assistant that never forgets, never calls in sick, and never drops the ball.
Compliance Is the Byproduct, Not the Burden
We didn’t build Prodos to be a compliance tool. We built it to make sure your ops run so smoothly that compliance takes care of itself.
Need an audit log? It’s ready.
Need proof of delivery? Already logged.
Need a report for your Form CRS? One click.
Because when your operations are always-on, compliance becomes calm, not chaos.
See What Always-On Ops Feels Like
Let us show you how Prodos keeps your firm moving forward, even when you're off the clock.
👉 Contact our team to try it live.
