Everything your practice needs.
Nothing it doesn't.
CanyonOps is the execution layer that connects your CRM, portfolio tools, planning software, and meeting notes into coordinated, trackable service delivery. It answers one question every advisor needs to answer: "Did we deliver every service we promised — and can we prove it?"
Core Feature
The Service Calendar
Map your entire client service year into a category × quarter grid with visual heatmaps showing completion status at a glance. Configure by service tier so your Family Office clients get a different rhythm than your Accumulators. Use tier-filtered views to zoom into any segment, or drill down to a single household.
- 9 planning categories with quarterly completion tracking
- 7 default service tiers — or create your own
- One-click annual provisioning across all households
Platform Capabilities
Built for every dimension of
advisory practice management.
From client onboarding to compliance evidence packs, every feature is designed around how wealth advisory firms actually operate.
Client Onboarding
Automated onboarding workflows generate every task, document request, and team assignment from prospect conversion through completed financial plan. Choose from default frameworks or build your own.
Learn more →Team Execution & Knowledge Capture
Capture planning decisions, client preferences, and execution notes at the task level so they carry forward year to year. Your team runs from the system — new hires get context from data, not from your calendar.
Learn more →Professional Team Coordination
Track your entire Centers of Influence network — CPAs, estate attorneys, insurance agents, bankers, and more. Invite professionals into a secure portal with configurable permissions to view tasks, add notes, and submit referrals.
Learn more →AI-Powered Intelligence
A context-aware AI assistant that understands every client relationship — service history, planning decisions, task patterns, and meeting notes — without exposing personally identifiable information. Prepare for any meeting in seconds.
Learn more →Compliance Vault & Evidence Packs
Generate compliance-ready reports from the work you already track — per-client annual reviews, communication logs, fee justification documents. Download a complete evidence pack as a bundled ZIP with cover page and CSVs.
Learn more →Proposals & Prospect Management
Track prospects from initial conversation through proposal delivery and acceptance. Assign tiers and service modules during conversion, then automatically provision the household with all corresponding tasks and workflows.
Learn more →Referral Tracking
Track bidirectional referrals — both inbound and outbound — across your professional network. See which COIs drive the most introductions, measure conversion rates, and nurture the relationships that grow your practice.
Learn more →Lifetime Services
38+ built-in milestone types covering the full spectrum of advisory service delivery — from new client onboarding through retirement income planning to estate settlement. Each milestone maps to the planning categories your clients expect.
Learn more →Calendar Integration
Sync tasks and deadlines with Google Calendar and Microsoft Outlook. Meeting prep briefs, review deadlines, and follow-up tasks flow directly into the calendar your team already uses — no double entry required.
Learn more →CRM Integration
Deep Wealthbox CRM integration enriches client profiles with contact data, household composition, and account information. Changes sync bidirectionally so your team never works from stale data.
Learn more →Relationship Scoring
An automated composite score that measures the health of every client relationship — based on task completion rates, COI coverage, notes activity, service plan coverage, and engagement patterns. Identify at-risk relationships before they erode.
Learn more →Meeting Management
AI-generated meeting prep briefs pull from the full client context — service history, open tasks, recent notes, COI activity, and planning decisions. Walk into every meeting prepared, without spending 20 minutes reviewing spreadsheets.
Learn more →Saved Views & Custom Filters
Three task view modes — checklist, calendar, and kanban — with deeply filterable saved views. Build views like "My Tasks Today," "Overdue by Category," or "Henderson Family — All Open" and access them instantly from the sidebar.
Learn more →Multi-Tier Service Models
Seven default service tiers — from Accumulators through Family Office — each with a distinct service cadence and task set. Customize existing tiers or create entirely new ones. Every household maps to a tier, and every tier defines what "great service" looks like for that segment.
Learn more →Trigger Engine / Event-Driven Workflows
Nine pre-defined lifecycle triggers fire automatically based on client age and milestones: RMD at 73, Medicare at 65, Social Security claiming at 62, LTC review at 60, QCD eligibility at 70.5, catch-up contributions at 50, IRMAA surcharge review, estate exemption review, and beneficiary updates. Each trigger auto-generates coordinated tasks across every relevant team member and planning category — no manual checklist building required.
Learn more →A Connected System
How features connect.
CanyonOps isn't a collection of isolated tools. Every feature feeds the next — configuration drives execution, execution produces measurable outcomes.
Configure
Define what great service looks like for every client segment.
Execute
Run your service plan with your whole team, every day, every quarter.
Measure
Prove the value of your service with data that speaks for itself.
Ready to see it in action?
Your practice deserves
an operating system.
Stop cobbling together CRMs, spreadsheets, and sticky notes. Give your team a system built for the rhythms of wealth advisory service delivery.