The Client Service Platform for Financial Advisors
A custom service model for every household.
Define what each client segment gets. Tailor it to every family. Then CanyonOps runs it, every task, every year.
If you're like most advisors,
you've overserviced a lower-paying client and underserviced a higher-paying one.
One calendar can't fit every family.
Set the standard per tier. Adjust it per household. If you decide to be generous, at least it's intentional.
"Did I do this? Did I do that? I literally want to make sure all this stuff is done for people."Russell Slack, CFP®, Guided Seasons
The platform
Everything else keeps the model running.
"…let's plan to convert another $85K in November, and I'll pull the college funding numbers for Ryan…"
Upload a transcript. Approve the tasks.
Nothing is saved until you approve it.
"The AI puts the input in so I don't have to." Paul Ewell, Financial Foundations
Robert turned 73 → RMD Distribution Planning created
Life events load the right work.
Age triggers and event playbooks, each step with its own deadline.
Converted $85K. Targeting $75–90K a year to stay under the IRMAA threshold.
Last year's notes are already there.
Your team executes without asking you for context.
Prove it happened, in one click.
Compliance-ready reports from the work you already tracked.
CONNECTEDWorks with what you already use.
Additive to your CRM, not a replacement. Households and meetings flow in on their own.
The Service Calendar
The recurring services from the household's model load on January 1st. Ad-hoc work lands as the year happens. Tracked quarter by quarter until every one is done.
Try it. Check off a task, open one to see its steps, change an owner, add a task, or switch to Calendar.
How It Works
Three steps to a practice where nothing slips.
Set your service model
Define your tiers and what each one promises: every meeting, review, and touchpoint. Start with proven frameworks, or build your own.
CanyonOps creates the work
Every household gets its tasks automatically, every year, plus whatever age triggers and life events add. Your team executes without asking you what's next.
You prove it happened
Every completed task becomes evidence: per-client reports, communication logs, audit-ready packs. Show clients and regulators exactly what you delivered.
Growth
Win the next client. Show every client what you did for them.
Proposals
Show a prospect exactly how you'll work together, laid out on their service calendar.
Year-End Client Summary Letter
A personalized letter for each client: here's what we did for you this year, and here's what's coming.
Founding Firms
"I've done it on paper, but now I can put it on software and feel good about it."
The Origin Story
Built by an advisor who needed it first.
Jake rebuilt his practice from $20M to $90M AUM in two years. Then his operations broke. He built the system to make sure his team delivered every promised service to every client, every year.
Every firm gets white-glove onboarding from the team that runs CanyonOps on its own practice.
Read our storyEncrypted & isolated
AES-256 at rest, TLS in transit, strict per-firm isolation.
Audit-ready by design
Permanent audit trail and SEC 204-2-aligned retention.
SOC 2 on the clock
Type I targeted for Q4 2026, Type II on the 2027 roadmap.
Pricing
Priced by households. Not seats.
Every feature and AI usage on every plan. Unlimited team members.
Book a Demo
Stop wondering if it got done. Know it did.
Book a demo with the founder: 20 to 30 minutes, no slide decks, on the same system that runs his practice. You'll leave knowing exactly how CanyonOps would run yours.