The Core of CanyonOps
The Service Calendar:
Your entire practice year,
mapped and executable.
Every review meeting, every tax deadline, every quarterly check-in, every proactive touchpoint — structured by category, organized by tier, provisioned with one click. Your team stops guessing and starts executing.
The Big Picture
Stop running your practice
from memory.
Most advisors carry an entire service year in their head. They know the Hendersons need a Roth conversion review in Q1, the Patels need an insurance gap analysis in Q2, and every Family Office client needs a quarterly rebalance meeting. But their team? They're waiting for instructions that come as hallway conversations and last-minute emails.
The Service Calendar changes that. It maps the annual rhythm of advisory service delivery across 9 planning categories and 7 default service tiers — so the whole practice can see what needs to happen, when, and for whom.
Key Capabilities
Everything that makes the
Service Calendar powerful.
9 Planning Categories & 32 Pre-Loaded Task Types
Wealth Strategy, Asset Allocation, Risk Management, Tax Planning, Estate Planning, Behavioral Coaching, Financial Reporting, Lifestyle Planning, and Family Governance. Each category groups related task types — 32 pre-loaded across all 9 categories — so you can see service delivery at a glance and spot gaps before they become problems.
7 Default Service Tiers
Family Office, Business Owners, Retirees, Accumulators, Investments Only, Insurance Only, and Planning Only. Each tier receives a different mix of services because your Family Office clients need a different rhythm than your Investments Only relationships.
5 Pre-Built Service Model Configurations
Get started immediately with 5 pre-built service model templates: AUM-tiered, monthly subscription, business owner focus, retirement income specialization, and tax-integrated. Each template maps task types to tiers with pre-configured due dates, recurrence patterns, and default owners. Customize any template or build your own from scratch. When you provision a year, the system knows exactly what each household needs based on their tier assignment.
One-Click Annual Provisioning
Press "Provision Year" and CanyonOps generates every task for every household based on their service tier — automatically. A practice with 42 households and 7 tiers can provision hundreds of tasks in seconds instead of manually creating them one by one.
Completion Matrix & Reporting
The completion matrix shows progress across tiers and categories in a single view. See which tiers are falling behind, which categories are ahead of schedule, and drill down to individual household completion rates. Print-ready for compliance reviews.
Plan Year Isolation
Every task is scoped to a plan year. Switch between 2025 and 2026 to see historical completion alongside current-year progress. Compare year-over-year service delivery to spot trends, demonstrate value to clients, and prepare for compliance audits.
Compliance-Ready
The completion matrix your
compliance team will love.
See every tier's progress across every category — at a glance. Export as PDF for compliance reviews. No retroactive documentation needed.
Day in the Life
How the Service Calendar
transforms your Q1.
Scenario: Sarah, Operations Manager at a 42-Household RIA
December: Provision the New Year
Sarah opens the Service Calendar, selects 2026, and clicks "Provision Year." In under 30 seconds, CanyonOps creates every task for every household based on their service tier. Family Office clients get 38 tasks. Accumulators get 18. Insurance Only clients get 6. No spreadsheet, no copy-paste, no missed tasks.
January: Tax Season Kickoff
Sarah filters the calendar to Q1 Tax tasks. She sees 12 tasks across 8 Family Office and Business Owner households — gather tax documents, coordinate with CPAs, review estimated payments. Each task has a due date, an assignee, and notes from last year's execution. She assigns two new tasks to James, the junior advisor, with context from the Henderson household's notes.
February: Identify Service Gaps
During the weekly team meeting, Sarah pulls up the Service Calendar dashboard. The matrix shows Insurance tasks are falling behind — 3 out of 13 total tasks are still "Not Started." She drills into the Insurance category and sees that Lisa Kim (the insurance agent) hasn't been introduced to two households yet. She creates a task, assigns it to the lead advisor, and adds a note: "Prioritize LTC review for Henderson and Patel — both over 55."
March: Q1 Review Prep
End of quarter. Sarah opens the completion matrix and filters by tier. Family Office: 92% complete. Business Owners: 67% — a few Roth conversion reviews still pending. Retirees: 88%. She exports the matrix as a PDF, attaches it to the quarterly compliance file, and shares it with the lead advisor before the partner meeting. No scrambling, no guesswork.
Year-Over-Year Comparison
Sarah switches the plan year to 2025 and compares it with 2026 Q1. Last year, they completed 78% of Q1 tasks by March 31. This year, they're at 85%. The structured calendar didn't just organize their work — it accelerated it. She screenshots the comparison for the firm's annual planning deck.
Tier-Based Service Delivery
Different clients,
different rhythms.
Your Family Office clients need quarterly estate reviews. Your Accumulators need an annual check-in and a Roth conversion conversation. CanyonOps builds this differentiation into the system.
Connected System
The Service Calendar feeds
everything else.
The calendar is the foundation. Tasks flow to team members. Progress feeds the dashboard. Completion data powers compliance reports. Everything connects.
Early Access
Map your service year
with CanyonOps.
Be the first to experience the Service Calendar. Early access members get founder pricing, direct product input, and priority onboarding.