For Operations Teams
Know exactly what needs to happen.
Every day. Every client.
CanyonOps integrates with your existing CRM and meeting tools to give operations managers the clarity, structure, and context to execute the full service calendar — without chasing the advisor for answers.
A Day in the Life
Your Monday morning,
with CanyonOps.
No scrambling. No guessing. No interrupting the advisor. Here's what it actually looks like.
Open CanyonOps
"My Tasks This Week" view is already populated. 14 tasks across 8 households. Sorted by priority and due date. No rebuilding your to-do list from memory and emails.
Henderson Household — Roth Conversion
Roth conversion review due today. Click the task — see the advisor's notes from last year: "Gradual approach, $85K/year over 3 years. Confirm with CPA Sarah Mitchell." Everything needed to execute, right there.
Garcia Family — New Client Onboarding
Workflow auto-generated 12 tasks across 5 weeks. First 3 are assigned to you. Document collection checklist ready. Welcome email template queued. No figuring out "what comes next."
Service Calendar Check
Q1 compliance tasks are 92% complete across all households. Two stragglers flagged. Send a quick note to the advisor with one click. No building a status spreadsheet.
Inbound Call — Patel Household CPA
A CPA calls about the Patel household's trust update. Open the household — see the COI network, the estate attorney's contact, and the last coordination note. Answer the question without asking the advisor.
The Difference
What changes for you.
CanyonOps doesn't add more work. It removes the work that shouldn't be yours — the chasing, the guessing, the rebuilding.
No More Monday Scrambles
Tasks are provisioned by service tier. Your week is organized before you arrive. Open CanyonOps on Monday morning and your task list is already built — sorted by priority, filtered to your assignments, with due dates and household context attached.
Context Without Asking
Client preferences, planning decisions, and advisor notes live in the system. Not in someone's head. When a CPA calls about a Roth conversion strategy, you can pull up the household and answer immediately — no interrupting the advisor mid-meeting.
Your Lane, Clearly Defined
Role-filtered views show exactly what's yours. Status updates flow automatically. No manual tracking, no shared spreadsheets, no "did you already handle this?" messages. You see your work. The advisor sees theirs. Everyone knows what's done.
Year-Over-Year Continuity
Notes, decisions, and task history carry forward. You don't rebuild from scratch in January. Last year's tax strategy, the CPA contact, the client's preferences — it's all there when the new plan year provisions, ready for you to pick up where you left off.
Compliance Evidence on Demand
Generate audit-ready compliance reports from the work you already track — no year-end scramble. Per-client annual reviews, firm summaries, communication logs, and fee justification documents export as SEC-ready CSV reports, bundled into a single evidence pack ZIP. Your compliance prep goes from weeks to minutes.
Built for How You Work
Features that matter to ops.
Every feature in CanyonOps was designed with the operations manager in mind — because you're the one using it every day.
Saved Views & Custom Filters
Checklist, Calendar, and Kanban views with saved filter presets. Build "My Tasks This Week," "Overdue Across All Households," or any custom view you need.
Subtask Checklists
Break any task into subtasks with individual assignments, deadlines, and completion tracking. Perfect for multi-step processes like onboarding or compliance reviews.
Bulk Actions
Select multiple tasks and batch-update status, reassign, or export to CSV. Handle firm-wide status changes in seconds instead of clicking through one task at a time.
Activity Audit Trail
Every action is timestamped and attributed. See who changed a task status, added a note, or completed a subtask — with full history for compliance documentation.
Task Notifications
Get notified when tasks are overdue, due soon, or when you're mentioned in a note. Stay on top of your work without constantly checking the dashboard.
Document Attachments
Attach documents directly to tasks or households. Tax returns, signed forms, planning summaries — everything lives where you need it, not in a separate file share.
Before CanyonOps, I spent half my week figuring out what to do. Now I spend all of it doing it.
For Ops Teams
See what your Monday could look like.
CanyonOps is built for the people who execute the service calendar every day. Request early access and see the difference structure makes.