Your Ops Stack Shouldn’t Be a Rube Goldberg Machine
How Prodos un-complicates the complicated - without ripping and replacing anything
Why Do We Keep Building Machines That Make Things Harder?
Rube Goldberg was a Pulitzer Prize-winning cartoonist, not an engineer, and yet his name is now synonymous with the most overcomplicated, fragile machines imaginable.
In his comics, a simple task like “wipe your mouth” required dozens of elaborate steps: pulleys, birds, balloons, firecrackers - all timed perfectly just to get a napkin to move.
Why take 12 steps to wipe your mouth? Prodos
makes automation effortless.
Sound familiar?
Most RIAs are unintentionally operating the same way. Every new tool adds more complexity:
Your CRM doesn’t talk to your planning software
Your inbox is where tasks go to die
Docs have to be renamed manually and filed by hand
Compliance lives in spreadsheets…until audit season
Each tool was supposed to save time. Instead, it added another lever, another switch, another potential point of failure.
Enter Prodos: The Automation Layer That Just Works
At Prodos, we believe your operations shouldn’t feel like launching a marble through a mouse maze.
You’ve already picked your tools: Wealthbox, Gmail, eMoney, Box, and more.
Prodos doesn’t ask you to replace them. We just make them work together.
Once you’ve set up your workflows and preferences, Prodos quietly runs in the background - checking, filing, reminding, routing - like a world-class ops hire who never sleeps.
The result?
Information shows up where and when you need it, and your back office just… works.
What Prodos Connects
Out of the box, Prodos integrates with many core tools and services, including Wealthbox, Redtail, Box, email, messaging, PDF ingestion, calendars, and more.
That list keeps growing - and every integration is designed to feel seamless, not disruptive.
Setup Is Simple. The Impact Is Massive.
Prodos connects via secure methods (no passwords stored), with prebuilt logic for the most common adviser workflows.
Connect your tools
Define your workflows and naming rules
Let Prodos take it from there
From that point forward, Prodos acts like an intelligent layer running across your stack - proactively handling the glue work so you don’t have to.
Break the Machine? Not Exactly.
The machine still exists, but now it works for you, not the other way around.
Prodos memorizes every step, every lever, every trigger, and runs it on your behalf.
It abstracts away the complexity - just like a great ops hire would.
And when something needs your attention?
It brings the right information to you, right on time.
Want to See It Run?
👉 Contact our team to connect your tools and try Prodos in action.
🛠️ Coming up next: how Prodos turns audit prep from a fire drill into a formality.
