You’re Not an Advisor Because You Love Admin.

Prodos is for advisors who want to focus on advising, not copying & pasting.

Built for Independent Advisors

You’re building something personal. We’re here to help you scale it.

Prodos is designed for advisors who:

  • Run lean teams and wear multiple hats.

  • Care deeply about the client experience.

  • Are building a personal brand.

  • Want their tech stack to work for them - not the other way around.

Your firm should feel as modern as the advice you give. Prodos makes that happen, without your team burning out.

Who Prodos Is Not Built For

Prodos isn’t for every firm — and that’s intentional.

We’re not built for advisors who:

  • Can’t choose their tools.

  • Have everything done by an ops team.

  • Can’t leverage their own brand.

  • Prioritize exhaustive workflows over client relationships.

This isn’t enterprise software. It’s a streamlined platform for RIAs who value simplicity, and efficiency.

So what is Prodos?

Prodos is a virtual employee.

Add Prodos to your e-mail and messaging accounts. Then, watch as things just get done.

Here are some examples of how advisors can leverage Prodos.

Onboarding

The Old Way (>60 min)

  • Create Wealthbox profile & Drive folder (5 min)

  • Send welcome email & track replies (35 min)

  • Update Wealthbox with more data (20 min)

The “Prodos” Way (<10 seconds)

  • “@Prodos, onboard John Doe”

Takeaway: onboard clients with 90% less effort

Rescheduling

The Old Way (10 min)

  • Email the client (2 min)

  • Back and forth with client (7 min)

  • Send an updated invite (1 min)

The “Prodos” Way (<10 seconds)

  • “Reschedule my meeting with John to Monday”

Takeaway: keep white-glove service, without constantly checking your inbox.

Organizing

The Old Way (>3 min)

  • Upload file client sent for tax season (1 min)

  • Read file to see what it is (1 min)

  • Rename file to match your schema (1 min)

The “Prodos” Way (<10 seconds)

  • “Rename ‘this-is-probably-a-tax-file.pdf’”

Takeaway: keep your client documents organized

There’s a lot more.

We’re excited to learn from you what else is keeping you from spending more time with your clients.

FAQs

Ready to learn more? Get in touch.

  • 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.