What is Adviser OS?
What is Adviser OS? Adviser OS is a productivity platform designed specifically for financial advisers. It acts as a digital back-office team, automating routine tasks to dramatically reduce the time spent on administrative work—turning hours into minutes.
What does it do? Core Features:
- AI Agent Library - Provides access to multiple specialized AI agents, each designed to handle specific tasks or workflows relevant to financial advice practices
- Smart Search - Users can search across all available agents using natural language, with intelligent keyword matching to find the right tool for their needs
- Favorites System - Allows users to bookmark frequently-used agents for quick access
- Agent Interaction - Each agent can be launched in its own interface (either embedded iframe or native chat), allowing users to complete tasks directly within the platform
- Role-Based Access - Supports different user roles (admin, practice manager, standard user) with appropriate permissions and management capabilities
Key Benefits:
- Centralizes multiple productivity tools in one place
- Reduces context-switching between different applications
- Automates repetitive back-office tasks
- Provides a consistent interface across different AI-powered tools
- Scales from individual advisers to entire practice teams The platform is essentially a hub that brings together various AI-powered tools specifically curated for financial advisory workflows.