The Execution Layer for Financial Advisors
Did we deliver every service we promised? Yes — and we can prove it.
CanyonOps is the practice management operating system that answers the question no other tool in your stack answers. Systematize service delivery, empower your team, and generate compliance evidence — all from one platform.
The Problem
Your CRM tracks contacts.
Your AI notetaker captures notes and action items.
Nothing tracks what actually matters.
Your CRM tracks contacts. Your portfolio tool tracks investments. Your planning software builds plans. Your AI notetaker captures action items. But none of them answer the fundamental question: did we actually deliver every service we promised to every client this year? And when compliance asks — can we prove it?
CanyonOps is the execution layer that connects your entire tech stack into coordinated, trackable service delivery. Not a replacement for anything — the missing piece that makes everything else work.
[01]
The Service Calendar
Map your entire client service year — every review meeting, every tax deadline, every quarterly check-in, every proactive touchpoint — into a structured, repeatable calendar your whole team can see and execute.
Start with proven frameworks across 9 planning categories, or build your own. Configure by service tier so your Family Office clients get a different rhythm than your Accumulators. See the whole practice at a glance, or zoom into any single household.
- Quarterly completion tracking across all categories
- 7 default service tiers — or create your own
- One-click annual task provisioning across all households
- Print-ready completion matrix for compliance reviews
[02]
Structured Client Onboarding
New client? The platform generates every task, email, and document request automatically. Your team knows exactly what to do, in what order, and who's responsible — from the first welcome call to the completed financial plan.
Choose from default onboarding frameworks or build your own. Some advisors run a 9-meeting structure; others run 5. CanyonOps adapts to how your practice operates — you're never locked into a rigid process.
- Event-driven workflows auto-generate coordinated task lists
- Role-based assignments — advisor, staff, professional
- Proposal-to-household conversion with tier and module setup
[03]
Team Execution &
Knowledge Capture
Your Roth conversion approach for the Hendersons. The cash-raising strategy for the Patels. How to rebalance the Williams trust. This institutional knowledge shouldn't live only in your head — it should live in a system your team can execute against.
CanyonOps captures planning decisions, client preferences, and execution notes at the task level — so they carry forward year to year. Your ops team runs from the system. New hires get up to speed from context, not from your calendar.
- Role-filtered task views — advisors, staff, and professionals each see their lane
- Subtask checklists with individual assignments and deadlines
- Saved views for "My Tasks Today," "Overdue," and custom filters
- Full activity audit trail — who did what, when, and why
[04]
Professional Team Coordination
Every wealth client has a team beyond their advisor — CPA, estate attorney, insurance specialist, banker, business attorney. CanyonOps tracks your entire Centers of Influence network: who's been introduced, what's been coordinated, and what's still pending.
You're the quarterback. CanyonOps is the playbook. Invite professionals into a secure portal where they can view assigned tasks, add notes, upload documents, and even submit referrals — all with granular permissions you control.
- 12+ professional roles — CPA, attorney, insurance, banker, and more
- Secure professional portal with configurable access
- Bidirectional referral tracking — inbound and outbound
[05]
AI-Powered Intelligence
CanyonOps integrates AI that understands the full context of every client relationship — service history, planning decisions, task completion patterns, meeting notes, and preferences — without exposing personally identifiable information.
Prepare for any meeting in seconds. Give your team instant context without asking the advisor. Surface patterns across your book of business. The AI amplifies everything the platform already captures.
- Context-aware AI assistant per household
- Organization-level consent and usage tracking
- Complete audit trail for compliance — every AI interaction logged
• Roth conversion — evaluated $85K partial conversion; client prefers gradual approach over 3 years
• Trust update needed — beneficiary designations out of date per Robert Park (estate attorney)
• Insurance gap — Lisa Kim introduction pending; LTC coverage not yet reviewed
• Tax-loss harvesting completed Dec 2025 — $12K in realized losses carried forward
Notes activity: High · Service coverage: 85%
[06]
Compliance Vault &
Evidence Packs
When regulators ask "show us what you did for this client," you shouldn't have to dig through emails and spreadsheets. CanyonOps generates compliance-ready reports — per-client annual reviews, communication logs, fee justification documents — from the work you've already tracked.
Download a complete evidence pack as a bundled ZIP with cover page, per-client CSVs, communication logs, and fee justification reports. Everything your compliance team needs, generated from real work — not retroactive documentation.
- Per-client and firm-wide annual review reports
- One-click evidence pack download (ZIP bundle)
- Complete audit trail — every action timestamped and attributed
Connected by Design
Every feature feeds the whole.
CanyonOps isn't a collection of disconnected tools. Every task, note, integration, and AI insight flows into a unified system — so nothing falls through the cracks.
How It Works
Three steps to a practice
that runs without you.
Configure
Set up your service calendar, onboarding workflows, team roles, and service tiers. Start with proven frameworks across 9 planning categories — or build your own from scratch.
Execute
Your team runs from the system. Tasks provision automatically by tier. Subtasks assign to the right person. Notes capture decisions. Everyone knows their lane — without asking you.
Grow
Consistent service builds trust and generates referrals. Knowledge capture means you're not the bottleneck. Compliance evidence generates itself. The practice scales — with or without you in the room.
From Advisors Like You
Built for practices that
take service seriously.
The Origin Story
Built by an advisor who needed it first.
Jake Cazier, CFP®, uncovered a $30M Ponzi scheme run by his mentor. He reported it to the SEC and FBI — and was cleared with zero liability. But he lost most of his clients in the aftermath. He rebuilt his practice from $20M to $90M AUM in two years, entirely through referrals. Then his operations broke.
He needed a system to ensure his team delivered every promised service to every client, every year. He built it — first in spreadsheets, then in Asana, then as a custom platform. When other advisors said 'I need this,' CanyonOps was born. It's not theoretical. It's built by someone who lives this problem every day.
Read Our Story →Early Access
See CanyonOps in action.
Starting at $149/month for solo advisors. Schedule a demo to see how CanyonOps systematizes service delivery for your practice.
Resources
Insights for modern advisors.
Why Your Practice Needs an Operating System — Not Another App
The difference between tools and systems, and why CRMs and project management apps were never built for advisory service delivery.
Read moreThe Service Calendar: How Top Advisors Deliver Consistent Client Experiences
The seasonal cadence concept — why proactive beats reactive, and how structure transforms client trust and team execution.
Read moreYour Team Can't Execute What's Only in Your Head
The knowledge-capture problem — why advisors become bottlenecks, and how documenting decisions empowers the team to scale.
Read moreYour practice deserves
proof of service delivery.
Stop wondering whether your team delivered what you promised. CanyonOps gives you the system, the evidence, and the confidence.