The Practice Management Platform for Financial Advisors
Nothing you promise a client ever slips through the cracks.
Segment your clients once. CanyonOps creates every task, for every household, every year. It assigns each one to your team, tracks it to completion, and proves it was done. Upload a meeting transcript and the AI suggests the tasks and notes you'd have entered yourself. You review and approve.
Anderson · 2026
The Problem
You have a tool for everything. So why does the work still slip?
Every system you run handles its own slice. Hover a tool to see what it covers, and watch the one thing that actually matters stay dark.
Every tool lights up its own slice. The last column — did the work actually get done, for every client, every year — is nobody's job.
CanyonOps is the practice management platform that covers the last column, turning your service promises into scheduled, assigned, tracked work, and proving every bit of it got done.
Upload a transcript. It handles the rest.
Record meetings with whatever notetaker you already use, then upload the transcript to CanyonOps. The AI reads it and suggests what you'd have entered yourself: the tasks, the notes, the things your client agreed to do, filed to the right household with due dates and assignments. You review, approve or reject.
Nothing is saved until you approve it, and every suggestion shows you the exact line in the transcript it came from.
- Transcripts, meeting notes, voice memos — paste or upload, done
- Suggests the tasks and notes you'd have entered yourself
- Click a suggestion — see the exact line in the transcript
- Approve, edit, or reject — nothing is saved until you say so
The Service Calendar
Map your entire client service year — every review meeting, every tax deadline, every quarterly check-in, every proactive touchpoint — into a structured, repeatable calendar your whole team can see and execute.
Here's what that looks like for one household: the recurring services from your model loaded automatically on January 1st, ad-hoc work added as the year happens — tracked quarter by quarter until every one is done.
- Every household gets its full task list for the year — automatically
- Grouped by quarter, with live completion tracking
- Set up by service tier — or build your own frameworks
- Print-ready completion matrix for compliance reviews
Triggers & Life-Event Automation
Age triggers fire on their own: RMD planning at 73, Medicare at 65, Social Security at 62. The moment a client crosses the threshold, the right work appears on your team's list — nobody has to remember to remember.
Life events activate full playbooks. A business sale, a divorce, a retirement transition — check one box and the full playbook loads for that client, each step with its own deadline.
- Age triggers — RMD, Medicare, Social Security, QCD, LTC review
- Life-event task bundles with staggered relative deadlines
- Conditional rules on household data — assets, income, ownership
- Task dependencies — completing one step opens the next
Team Execution & Knowledge Capture
Every task carries context forward from year to year: planning decisions, client preferences, execution notes, and outcome summaries. When Q1 rolls around again, your team doesn't start from scratch. They pick up exactly where last year left off.
Your team executes confidently without interrupting the advisor for context. New hires get up to speed in days, not months.
- Task context and notes persist year-over-year automatically
- Team members execute from historical context — no advisor bottleneck
- New hires onboard faster with full task history and rationale
- Subtask checklists with assignments, deadlines, and prior-year notes
Compliance Vault & Evidence Packs
When regulators ask "show us what you did for this client," you shouldn't have to dig through emails and spreadsheets. CanyonOps generates compliance-ready reports from the work you've already tracked.
"Nowhere can you go as a financial planner and get this sort of comprehensive list of things that are done. That does not exist."— Kyle Thompson, Market Street Wealth Management Advisors
- Per-client and firm-wide annual review reports
- One-click evidence pack download (ZIP bundle)
- Complete audit trail — every action timestamped and attributed
Connected by Design
Every feature feeds the next.
Follow one client relationship through a full service year. Each step hands the next everything it learned, and the loop gets smarter every time around.
You run the annual review the way you always have, with any notetaker in the room.
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.
Free Download
Start building your service model today.
The same worksheet we use with every firm we onboard: map your tiers, the services each one promises, and when they happen across the year. Yours to keep, whether or not you ever talk to us.
Growth
Win the next client. Remind the ones you have.
Two reports advisors ask about on every call. One shows a prospect exactly how you'll work together, one shows your clients everything you did for them this year.
Proposals
Show a prospect exactly how you'll work together: every meeting, every review, everything you'll handle, laid out on your service calendar. When they're comparing advisors, no one else is this organized. Editable, shareable as a link, and one click turns it into a client with every task loaded.
"Service calendar — that's super cool. I haven't seen this. Not on a platform."— Morgan Lemaitre, Park City Wealth Advisors
Year-End Client Summary Letter
Clients don't realize what you do for them. At year end, CanyonOps goes through everything — your notes, the completed tasks, the decisions you made together — and builds a personalized letter for each client: here's what we did for you this year, and here's what's coming. It writes in the words you actually used, and every character is editable before it goes out.
"It's amazing how fast clients forget all the things you did."— Kyle Thompson, Market Street Wealth Management Advisors
Founding Firms
Advisors who never want anything to slip.
Real quotes from the founding firms that run their practices on CanyonOps.
"Those are the things that keep you up at night — did I do this? Did I do that? I literally want to make sure all this stuff is done for people, because I care about making sure it's done."
"I've done it on paper, but now I can put it on software and feel good about it. Thanks for sorting out this part of the business — it needed it."
"This is what I need to be — and should have been — doing. Now we have a plan. The AI puts the input in so I don't have to. All I have to do is push a button."
The Origin Story
Built by an advisor who needed it first.
Jake Cazier, CFP®, uncovered a $30M Ponzi scheme run by his mentor. He reported it to the SEC and FBI. He was cleared with zero liability. But he lost most of his clients in the aftermath. He rebuilt his practice from $20M to $90M AUM in two years, entirely through referrals. Then his operations broke.
He needed a system to ensure his team delivered every promised service to every client, every year. He built it: first in spreadsheets, then in Asana, then as a custom platform. When other advisors said "I need this," CanyonOps was born. It's not theoretical. It's built by someone who lives this problem every day.
And because it's founder-run, every firm gets white-glove onboarding: your service model built with you, your client data imported, your workflows set up — personally, by the team that runs the platform on its own practice.
Read our storySecurity & Compliance
Built for a regulated industry.
Your clients' financial lives live in this system. We treat that accordingly, and we're happy to show our work.
Encrypted & isolated
AES-256 encryption at rest, TLS in transit, and strict per-firm isolation. Your data is never visible to another firm.
Audit-ready by design
A permanent audit trail, tamper-evident report exports, and SEC 204-2-aligned document retention with dual-control deletion holds.
SOC 2 on the clock
Our SOC 2 Type I audit engagement is targeted for Q4 2026, with Type II on the 2027 roadmap. Ask us for the current security pack any time.
Want the details? Email hello@canyonops.ai for our security practices and sub-processor list.
Pricing
Priced by households. Not seats.
Unlimited team members on every plan. Your advisors, ops team, and paraplanners should all be in the system. That's how nothing slips. Starting at $149/month.
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.
