Product
Every promise, scheduled, assigned, and proven.
CanyonOps is the practice management platform that makes sure it happens. Your CRM knows who your clients are. Your planning software knows what the plan says. CanyonOps makes sure the work you promised actually happens — and gives you the proof.
Upload a transcript. It handles the rest.
Record meetings with whatever notetaker you already use: Zoom, Teams, Fireflies, a voice memo from the truck. Paste the transcript into CanyonOps. The AI reads it the way your best paraplanner would and drafts what you'd have entered yourself: the tasks, the notes, the commitments your client made, filed to the right household with due dates and assignees.
Then it waits. Nothing is saved until you approve it. Click any suggestion and see the exact line in the transcript it came from. Approve it, edit it, or dismiss it — the decision is always yours, and the audit trail records that it was.
- Works with any transcript, meeting notes, or voice memo — paste or upload
- Suggestions arrive ready to file: a new task, a household update, a logged meeting
- Click a suggestion to trace its source line in the transcript
- Approve all in one click when the drafts are right
Ready to file
Every suggestion is a real entry in your system: a task with a due date, a note on the household, a logged meeting. Not a summary you have to re-type.
Source-linked
Every suggestion shows the transcript line it came from. Trust, but verify, in one click.
Meeting logged
Approving files the meeting itself: attendees, date, what was decided. Your communication log stays current without a second step.
Your service model, running all year.
Segment your clients once: what each tier is promised, and when. Every January, CanyonOps builds the whole year for every household: every review, every touchpoint, every deliverable, assigned to the right person with the right due date. Nobody builds a task list. The task list is already there.
Ad-hoc work drops in anytime — a lake-house closing, a college funding analysis, a Roth conversion straight from a meeting transcript — and lands in the same system, so the one-off promises are tracked as tightly as the annual ones.
- Checklist, Calendar, and Kanban views of the same year
- Quarter-by-quarter progress you can read at a glance
- Cadences, categories, priorities, and assignees on every task
- Ad-hoc tasks carry their origin — "from Jul meeting" — forever
The calendar knows what's coming. So does CanyonOps.
Age triggers fire on their own: RMD planning at 73, Medicare at 65, Social Security at 62, QCD eligibility, LTC review. The moment a client crosses the threshold, the right work appears on your team's list with an owner and a due date. Nobody has to remember to remember.
Life events do the same. Mark a business sale, an inheritance, a death in the family, and CanyonOps lays out the whole checklist in sequence: what happens day one, day fourteen, day forty-five, day ninety. The moments your clients need you most are exactly when nothing can slip.
- Age triggers — RMD, Medicare, Social Security, QCD, LTC review
- Life-event bundles — business sale, inheritance, loss of a spouse, new child
- Sequenced steps with staggered due dates, not one vague task
- Every fired trigger is logged: what fired, when, and what it created
Your team executes without asking you what's next.
Every task carries context forward year over year: planning decisions, client preferences, execution notes, outcomes. When Q1 rolls around again, your team doesn't start from scratch. They open the task and last year is right there: what was done, why, and what to watch this time.
That's the end of the advisor bottleneck. Paraplanners work from history instead of hallway questions. New hires get up to speed in days, because the institutional knowledge lives in the system instead of in your head.
- Prior-year context carried forward automatically on recurring work
- Subtask checklists with assignees and deadlines
- Notes, files, and decisions attached to the task they belong to
- Workload visible by person — see who's buried before it's a problem
When the regulator asks, you click a button.
"Show us what you did for this client." For most firms that sentence means a week of digging through emails, calendars, and spreadsheets. In CanyonOps, the proof is a by-product of the work: every completed task, every note, every meeting is already timestamped, attributed, and filed.
One click builds the evidence pack — per-client annual review reports, firm-wide summaries, communication logs, fee-justification documentation — zipped, sealed, and ready to hand over.
"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 — a sealed, verifiable ZIP
- Permanent audit trail — every action timestamped and attributed
- Fee justification: the work behind the fee, documented
Downloaded · 5 files · 2.3 MB
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. Shareable as a link, no login required, and one click converts an accepted proposal into a household 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 forget what you did for them — quietly, and then all at once when a cheaper pitch lands in their inbox. At year end, CanyonOps reads the year — your notes, the completed work, the decisions you made together — and drafts a personalized letter for every client: here's what we did, here's what's ahead. In your words, every character editable.
"It's amazing how fast clients forget all the things you did."— Kyle Thompson, Market Street Wealth Management Advisors
Connected by Design
Six moments. One system.
You run the annual review the way you always have, with any notetaker in the room.
Every feature feeds the next. The meeting becomes tasks, the tasks become the year, the year becomes evidence, and next January starts smarter than this one did. See each step inside the product on the home page →
Go deeper
Every capability, in detail.
Longer write-ups for the evaluator who wants specifics: what it does, how it behaves, and what it looks like in the product.
The Service Calendar
Your practice year mapped by tier and category, built once and rebuilt every January.
AI Meeting Ingest
Transcripts become drafted tasks and notes, filed to the right household. You approve each one.
Team Execution
Prior-year context, subtasks, assignees, and workload visible by person.
Compliance Vault
Evidence packs and per-client reports, as a by-product of the work.
Lifetime Services
Age triggers and life-event playbooks that fire on their own.
Client Onboarding
The first ninety days, sequenced, without the advisor driving every step.
Professional Coordination
CPAs, attorneys, and insurance professionals working from the same plan.
Relationship Scoring
Which households need attention now, and which are quietly drifting.
Referral Tracking
Every introduction and where it went, so referrals stop being luck.
Integrations
Your CRM and calendar connected, with transcripts accepted from any tool.
Book a Demo
See it on a real practice, not a slide deck.
Book a demo with the founder: 20 to 30 minutes on the same system that runs his practice. You'll leave knowing exactly how CanyonOps would run yours.