Grow your client capacity. Keep the work in one place.
Run your practice in a vertical operating system built for advisors. Bring each client's financial picture, estimated valuation, findings, actions and progress into one connected workflow.
Connect your own compatible AI through MCP to retrieve client information and run supported tools. Keep your judgement at the centre while the OS connects the work between meetings.
Flexible subscription terms ~ see current terms before starting
Book a walkthrough using a real client scenario. We will show you how the workflow fits your current practice.
Advisory OS ~ your whole book on one screen, with your prospect pipeline alongside.
Your AI + your operating system
Your own AI. Connected to the work that matters.
Exec Leverage connects your compatible personal AI to your advisory workflow through MCP, the Model Context Protocol. Ask about a client, retrieve saved information or run a supported tool from the assistant you choose.
See how your AI connectsExample requests
“Pull the latest valuation and agreed actions for this client.”
“Help me configure my white label advisory account.”
Inside the owner workspace
Run your practice
Work with your compatible AI on white label account setup, account checks and client information through supported MCP tools.
Move client work forward
Let owners bring their own compatible AI into the work: review assigned tasks and carry out supported actions with human review.
Learn it. Use it. Deliver it.
The Academy teaches practical AI deployment. Apply that approach in your own advisory business using the OS you deliver client work through.
Add AI deployment to the services you already provide.
Your clients are hearing about AI, but many need help deciding where it can make a real difference. Use the Exec Leverage AI Deployment module to develop a structured service for identifying practical use cases, prioritising opportunities and guiding adoption. Extend your advisory offering while helping clients improve efficiency and capacity.
Explore the AI Deployment moduleOne client record. One connected workflow.
When client financials, valuation models, research, action plans and meeting notes live in separate systems, you spend time moving information instead of advising.
The Advisory OS brings the assessment and improvement workflow together. Keep the relevant information, assumptions, recommendations and agreed actions connected, while retaining your judgement over what is presented and delivered.
Ten programs you can retire
One login. One set of numbers. Every client answer in the same place.
Inside the Advisory OS
Connect business value to the work that improves it.
Review the valuation, agree priorities and keep the owner’s action plan connected to the engagement.
Smaller clients, bigger fees ~ the math finally works.
A whole tier of businesses has always been too small to justify your fee ~ not because the upside is not there, but because proving it took too long. When the system surfaces each business’s uncaptured opportunity as a quantified, defensible number, the fee ties to that number instead of your hours. The payback is obvious, so the engagement is easier to sell and easier to price higher.
Find an owner $40,000 they're leaving on the table and a $10,000 engagement is an easy yes ~ even on a $300K business, because they get it back.
An anchored fee
Quote against the found dollars, not a day rate. A fee that is a fraction of a surfaced opportunity reads as cheap at twice your old price.
Obvious payback
The owner sees the lift covering the fee before they sign. Tied to a natural metric, the engagement pays for itself in the client’s own numbers.
A wider book
Businesses you would have passed on become profitable engagements ~ the opportunity is surfaced for you, so serving them takes hours, not weeks.
The number you quote against ~ the uncaptured lift, traceable to each below-target driver.
Guarantee it if you like: “if you don’t capture the opportunity, I refund the fee.” When the plan is sourced and defensible, that promise costs you almost nothing ~ and it closes.
Run the fee math on a business in your book ~ start now or see it live.
One cleaning company, $30,000 found.
A cleaning company charging $105 a visit against a $140 going rate ~ over $30,000 a year they're not capturing, plus two service gaps their competitors are getting slammed for online. You call holding that analysis, not a brochure:
“I ran an analysis on your business and found over $30,000 in opportunity you're not capturing. I can walk you through exactly where it is.”
That's the first call the Lead Generator writes for you ~ on every lead you claim.
The plan drafts itself. Then it stays alive.
The strategic foundation is generated automatically from the client’s own numbers ~ the valuation, the quantified opportunities, and the moves to capture them. You bring the judgment: customize it, reorder it into sprints, and push it straight to the client’s phone. Then the part a PDF could never do ~ it updates.
Auto-drafted foundation
Hours of analysis and writing, done before you open the file. The first draft of every engagement is waiting for you.
You shape the sprints
Reorder, cut, and customize the moves, group them into sprints, and approve. Exactly what you built lands on the client’s phone.
It moves with the client
As work is completed and the numbers change, the valuation and the plan update with them. Every check-in opens on a number that already moved.
Group the moves into sprints, set the order, approve ~ exactly what you build lands on the client's phone.
A living document changes what a retainer is worth. You are no longer selling a report that ages ~ you are selling a number that keeps moving, and every quarterly conversation starts with proof of progress.
Put a living plan in front of your next client this week.
Your whole book connected to one operating system ~ and clients who work between meetings.
Advisory OS
Every client, every valuation, every sprint, one screen. Adding a client adds revenue, not another folder of spreadsheets.
The client app
Your clients get tools that grow sales, lift margin, win local edges, and protect against shocks ~ so progress happens between your meetings, not just in them.
Referrals, engineered
The app’s referral tools drive introductions back to you. Your best clients can become a valuable source of introductions.
The client app is not a portal ~ it is the full lift toolkit, working between your meetings.
Swipe through all 15 lift tools ~ every one built to move the valuation.
Walk into every meeting prepared ~ the brief writes itself from the client's live numbers.
The plan, living on your client's phone.
Create capacity for new work while staying close to existing clients.
Use local business research to identify prospects worth investigating, and a branded valuation link to offer a useful starting point for a conversation. You choose whom to approach and remain responsible for qualifying the opportunity.
A valuation follow-up can also reopen a conversation with a previous prospect. One advisor reported six re-engagements from ten previous prospects.
Lead availability and territory rules are shown in the OS. Check the current market and terms before making claims about exclusivity or availability.
Lead Generator
Research potential local opportunities, review the supporting information and decide which prospects fit your expertise and services.
Free valuation front door
Offer a branded initial valuation estimate as a reason to reconnect. Explain the next step clearly if the owner wants a fuller assessment.
The same simple process, every client
Bring a client scenario. See how the OS handles the work.
Book a walkthrough and we will use a representative business scenario to show the client workflow, assessment tools and improvement planning. You can judge whether it fits the way you work.
Bring your client work into one OS.
Your advisor account
Your full Advisory OS account from day one.
Flexible subscription terms ~ see current terms before starting
Not ready to start? Talk to us first.
Bring a real client scenario and we will run it with you on a live demo ~ or send your questions and get straight answers from the team, not a bot.
Or skip the form and call us on 289-835-7678.
Book the 20 minute call
Tell us your city and an industry, pick a time, and we run the scan live on your screen while you watch.
Request a callback
Leave your number and a good time. A real person calls you back ~ no script, no pressure.
Ask us anything
Have a specific question? Send it over and we answer it directly ~ usually the same day.
Make more room for the advisory work that matters.
Connect client assessments, recommendations and progress in one place. Spend less time assembling the work and more time applying your experience, serving clients and developing the practice.
Flexible subscription terms ~ see current terms before starting