AI That Understands Your Practice
AI-Powered Intelligence
for every household.
A context-aware AI assistant that knows your service history, planning decisions, task patterns, and client preferences — without exposing personally identifiable information. Meeting prep in seconds. Relationship insights on demand. Full compliance audit trail.
AI That Earns Its Place
Not another chatbot.
An assistant that knows your clients.
Generic AI tools can summarize a meeting or draft an email. But they don't know that the Hendersons prefer gradual Roth conversions, that their estate attorney flagged outdated beneficiary designations last quarter, or that their insurance review has been pending for two months. CanyonOps AI does.
The AI assistant is embedded at the household level. It has full context: service history, planning decisions captured in task notes, task completion patterns, COI coverage, and client preferences. It amplifies the knowledge your team has already captured in the system — and makes it instantly accessible to anyone who needs it.
1. Roth conversion — evaluated $85K partial conversion; client prefers gradual approach over 3 years. $12K TLH carryforward from 2025 available to offset.
2. Trust update — Robert Park (estate attorney) flagged outdated beneficiary designations on IRA and 401(k). Needs action this quarter.
3. Insurance gap — Lisa Kim introduction pending. LTC coverage review needed; both clients over 55.
4. Business exit timeline — initial valuation discussion scheduled for Q2. Connect with business attorney (not yet assigned).
Service Status: 53% of 2026 tasks complete. Q1 on track. Communication and Compliance categories 100% complete.
Key Capabilities
AI that amplifies your
team's knowledge.
Household-Level Context
The AI assistant is scoped per household. It has access to the full service history, planning decisions from task notes, task completion patterns, COI coverage, client preferences, and historical context across plan years. It understands the relationship, not just the data.
Meeting Prep Summaries
Prepare for any client meeting in seconds. The AI generates a structured summary of key discussion items, open tasks, recent planning decisions, pending professional introductions, and service completion status. Your team walks into every meeting informed — even if they weren't involved last quarter.
Relationship Scoring
Each household gets a composite relationship score based on five dimensions: task completion percentage, COI coverage, notes activity, service coverage across categories, and lifetime progress. The score highlights where attention is needed — before a client feels neglected.
Powered by Claude AI with Custom Tools
The AI uses Anthropic's Claude with custom tool definitions that let it query service history, task data, notes, and relationship metrics in real time. It generates answers grounded in your actual data — not hallucinated advice. Every response is traceable to the underlying records.
Compliance-Ready by Design
Every AI interaction is logged with a complete audit trail — the question asked, the response generated, the data sources referenced, and the user who initiated it. Organization-level consent controls and a feature flag let you enable or disable AI for the entire firm. Staff-role users are excluded from AI access.
Token Usage & Rate Limiting
AI usage is tracked per user and per organization. Each user is rate-limited to 10 requests per minute to prevent abuse and control costs. Token consumption is visible in the admin dashboard so firm owners can monitor usage patterns and budget accordingly.
Day in the Life
How AI transforms
meeting preparation.
Scenario: Jake prepares for the Henderson Q1 review — in 30 seconds
Open the Henderson Household
Jake has a meeting with the Hendersons in 20 minutes. Instead of digging through emails and old notes, he opens the Henderson household page and clicks the AI assistant panel. The meeting prep summary is already generated based on open tasks, recent notes, and service completion status.
Review the AI-Generated Summary
The summary highlights four key items: the Roth conversion approach (gradual, $85K/year), the trust beneficiary update flagged by the estate attorney, the pending insurance introduction, and the business exit valuation discussion. Jake didn't have to recall any of this — the AI pulled it from task notes, COI records, and completion data.
Ask a Follow-Up Question
Jake types: "What was the TLH carryforward amount from 2025?" The AI responds: "$12,000 in realized losses, carried forward from December 2025 tax-loss harvesting. Source: Sarah C.'s note on the Roth conversion task, March 3, 2026." Every answer cites its source.
Check the Relationship Score
The relationship score is 87 — task completion is strong at 92%, but COI coverage is only 75% because the insurance agent and business attorney introductions are incomplete. Jake makes a mental note to prioritize those introductions after the meeting. The score gives him a quick pulse on the relationship health without reading every task.
Full Audit Trail for Compliance
After the meeting, Jake logs a summary note on the household. The AI interaction from earlier is already logged in the activity trail — timestamped, attributed to Jake, with the full question and response recorded. If compliance ever asks "what context did the advisor have going into that meeting?" — the answer is documented.
Security & Controls
AI with guardrails
advisors can trust.
CanyonOps AI is designed for the compliance realities of wealth management. Every interaction is controlled, logged, and auditable.
Organization-Level Consent
AI is not enabled by default. The firm owner enables it through a feature flag in organization settings. This ensures that firms make a conscious decision to adopt AI, with full awareness of how data is used.
Role-Based Access Control
Users with the Staff role are excluded from AI access. Only Advisor and Admin roles can interact with the AI assistant. This keeps AI usage limited to users who understand the client context and can evaluate AI responses critically.
Complete Audit Trail
Every AI interaction is logged: the question, the response, the data sources referenced, the user, and the timestamp. This creates a compliance-ready record that demonstrates how AI was used in the advisory process.
Rate Limiting & Cost Control
10 requests per minute per user prevents abuse and runaway costs. Token usage tracking gives firm owners visibility into AI consumption. Monthly usage is displayed per user in the admin dashboard.
Connected System
AI amplifies everything
the platform captures.
The AI is only as good as the data it has access to. Because CanyonOps captures tasks, notes, decisions, and service history in one place, the AI has the full picture — and can surface insights no standalone tool could provide.
Early Access
Give your team AI that
understands your clients.
Be the first to experience context-aware AI for wealth advisors. Early access members get founder pricing, direct product input, and priority onboarding.