AI Ops Assistant for Independent RIAs
Onboard clients in minutes, not weeks.
Onboard clients in
minutes, not weeks.
We help RIAs get assets funded faster so billing starts sooner.
Prodos integrates with your existing systems to automate everything from statement extraction to custodian filing.
We help RIAs get assets funded faster so billing starts sooner. Prodos integrates with your existing systems to automate everything from statement extraction to custodian filing.
See how it works
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problem
Onboarding delays cost you revenue that you've already won.
A three-week onboarding timeline can cost up to 5% of first-year revenue. Prodos closes the gap between the first meeting and the first bill.
Repetitive data extraction and entry
Your team has to find info spread across PDFs, emails, and other documents, then manually type it into your CRM and other tools.
Client follow-up and document chasing
Onboarding halts while you wait for missing files or signatures, and "nudge" emails go unaswered.
NIGO errors that reset the clock
Every "Not in Good Order" error and missing field delays funding and pushes billing out by weeks.
Tracking workflows in spreadsheets
Your firm has too many tools, so you're back to tracking onboarding in a spreadsheet.
problem
Onboarding delays cost you revenue that you've already won.
A three-week onboarding timeline can cost up to 5% of first-year revenue. Prodos closes the gap between the first meeting and the first bill.
Repetitive data extraction and entry
Your team has to find info spread across PDFs, emails, and other documents, then manually type it into your CRM and other tools.
Client follow-up and document chasing
Onboarding halts while you wait for missing files or signatures, and "nudge" emails go unaswered.
NIGO errors that reset the clock
Every "Not in Good Order" error and missing field delays funding and pushes billing out by weeks.
Tracking workflows in spreadsheets
Your firm has too many tools, so you're back to tracking onboarding in a spreadsheet.
Solution
Prodos automates your onboarding process
Prodos automates your
onboarding process
Extract Data
Prodos pulls information directly from PDFs, emails, and existing documents so your team doesn't have to manually re-key it.
Extract Data
Prodos pulls information directly from PDFs, emails, and existing documents so your team doesn't have to manually re-key it.
Create Forms
Prodos turns extracted data into a personalized digital form, allowing your client to simply verify their info and fill in any remaining blanks.
Create Forms
Prodos turns extracted data into a personalized digital form, allowing your client to simply verify their info and fill in any remaining blanks.
Guide Collection
Prodos manages the "nagging" by sending automated reminders to clients until every required field and document is captured.
Guide Collection
Prodos manages the "nagging" by sending automated reminders to clients until every required field and document is captured.
Sync & Sign
Once everything is verified, Prodos pushes the clean data across your CRM and internal systems, then triggers the final DocuSign.
Sync & Sign
Once everything is verified, Prodos pushes the clean data across your CRM and internal systems, then triggers the final DocuSign.
Solution
Prodos automates your
onboarding process
Extract Data
Prodos pulls information directly from PDFs, emails, and existing documents so your team doesn't have to manually re-key it.
Create Forms
Prodos turns extracted data into a personalized digital form, allowing your client to simply verify their info and fill in any remaining blanks.
Guide Collection
Prodos manages the "nagging" by sending automated reminders to clients until every required field and document is captured.
Sync & Sign
Once everything is verified, Prodos pushes the clean data across your CRM and internal systems, then triggers the final DocuSign.
Benefits
Make onboarding your competitive edge.
Make onboarding your
competitive edge.
Shorten time-to-revenue
Close the gap between the first meeting and the first bill by removing roadblocks that stall account funding.
Spend less time on admin
Eliminate data entry and document chasing, giving your team hours back to focus on high-value client work.
Scale without overhead
Increase your client capacity and handle more volume without needing to hire additional back-office staff.
Delight your new clients
Provide a modern first impression with a clean, fast digital experience that respects your clients' time.
Ensure data quality & consistency
Stop the cycle of back-and-forth corrections with built-in validation that catches errors before data is submitted.
Sync your tech stack
Automatically push client data across your CRM, billing, and storage tools so your systems are always in lockstep.
Accelerate asset transfers
Ensure all account data and transfer details are accurate from the start to prevent common ACAT rejections.
Eliminate tribal knowledge
Standardize your onboarding process into a repeatable digital workflow that anyone on your team can manage.
Benefits
Make onboarding your competitive edge.
Shorten time-to-revenue
Close the gap between the first meeting and the first bill by removing roadblocks that stall account funding.
Spend less time on admin
Eliminate data entry and document chasing, giving your team hours back to focus on high-value client work.
Scale without overhead
Increase your client capacity and handle more volume without needing to hire additional back-office staff.
Delight your new clients
Provide a modern first impression with a clean, fast digital experience that respects your clients' time.
Ensure data quality & consistency
Stop the cycle of back-and-forth corrections with built-in validation that catches errors before data is submitted.
Sync your tech stack
Automatically push client data across your CRM, billing, and storage tools so your systems are always in lockstep.
Accelerate asset transfers
Ensure all account data and transfer details are accurate from the start to prevent common ACAT rejections.
Eliminate tribal knowledge
Standardize your onboarding process into a repeatable digital workflow that anyone on your team can manage.
FAQ
Learn more about Prodos.
Is Prodos really that fast?
Absolutely. As long as it’s not waiting on human approval or compliance steps, Prodos handles tasks in seconds — no lag, no bottlenecks.
Does Prodos integrate with my existing tools?
Yes. Prodos is designed to plug into the systems you’re already using — like Wealthbox, Redtail, Box, or . You don’t need to rip anything out. We just make it all run smoother.
What if I already have Zapier or other integrations set up?
Zapier and native integrations are a great start — but most fall short for advisors. They’re often one-way, limited to basic triggers, or break when tools update. Prodos goes further. It acts like a virtual team member: logging into your tools, reading files, taking real action — not just passing data around. It’s the difference between “connected” and actually automated.
Do I have to be “tech-savvy” to use this?
Nope. If you can send an email or upload a file, you’re good. Prodos is built to be simple, clear, and helpful — no IT department needed.
Is my data safe?
Yes. Prodos uses bank-level encryption and follows strict data-handling protocols. We don’t just protect your firm, we protect your clients, too.
Do you store any of my data?
No. Once you authenticate into your systems, we’re the intelligence layer between your tools. We don’t store your client data anywhere else.
How much does Prodos cost?
Pricing depends on your firm size and setup, but we keep it straightforward, transparent, and month-to-month. No long-term contracts, no surprise fees.
Can I talk to your team?
Definitely. Book a quick demo and we’ll walk you through how it works, answer your questions, and show how it fits into your workflow.
Is Prodos really that fast?
Absolutely. As long as it’s not waiting on human approval or compliance steps, Prodos handles tasks in seconds — no lag, no bottlenecks.
Does Prodos integrate with my existing tools?
Yes. Prodos is designed to plug into the systems you’re already using — like Wealthbox, Redtail, Box, or . You don’t need to rip anything out. We just make it all run smoother.
What if I already have Zapier or other integrations set up?
Zapier and native integrations are a great start — but most fall short for advisors. They’re often one-way, limited to basic triggers, or break when tools update. Prodos goes further. It acts like a virtual team member: logging into your tools, reading files, taking real action — not just passing data around. It’s the difference between “connected” and actually automated.
Do I have to be “tech-savvy” to use this?
Nope. If you can send an email or upload a file, you’re good. Prodos is built to be simple, clear, and helpful — no IT department needed.
Is my data safe?
Yes. Prodos uses bank-level encryption and follows strict data-handling protocols. We don’t just protect your firm, we protect your clients, too.
Do you store any of my data?
No. Once you authenticate into your systems, we’re the intelligence layer between your tools. We don’t store your client data anywhere else.
How much does Prodos cost?
Pricing depends on your firm size and setup, but we keep it straightforward, transparent, and month-to-month. No long-term contracts, no surprise fees.
Can I talk to your team?
Definitely. Book a quick demo and we’ll walk you through how it works, answer your questions, and show how it fits into your workflow.
FAQ
Learn more about Prodos.
Is Prodos really that fast?
Absolutely. As long as it’s not waiting on human approval or compliance steps, Prodos handles tasks in seconds — no lag, no bottlenecks.
Does Prodos integrate with my existing tools?
Yes. Prodos is designed to plug into the systems you’re already using — like Wealthbox, Redtail, Box, or . You don’t need to rip anything out. We just make it all run smoother.
What if I already have Zapier or other integrations set up?
Zapier and native integrations are a great start — but most fall short for advisors. They’re often one-way, limited to basic triggers, or break when tools update. Prodos goes further. It acts like a virtual team member: logging into your tools, reading files, taking real action — not just passing data around. It’s the difference between “connected” and actually automated.
Do I have to be “tech-savvy” to use this?
Nope. If you can send an email or upload a file, you’re good. Prodos is built to be simple, clear, and helpful — no IT department needed.
Is my data safe?
Yes. Prodos uses bank-level encryption and follows strict data-handling protocols. We don’t just protect your firm, we protect your clients, too.
Do you store any of my data?
No. Once you authenticate into your systems, we’re the intelligence layer between your tools. We don’t store your client data anywhere else.
How much does Prodos cost?
Pricing depends on your firm size and setup, but we keep it straightforward, transparent, and month-to-month. No long-term contracts, no surprise fees.
Can I talk to your team?
Definitely. Book a quick demo and we’ll walk you through how it works, answer your questions, and show how it fits into your workflow.
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Practical strategies for a zero-key back office.
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Practical strategies for a zero-key back office.
GET IN TOUCH
Eliminate onboarding delays with Prodos.
Discover how Prodos can help get clients funded faster, so billing starts sooner. Book a consultation today.
GET IN TOUCH
Eliminate onboarding delays with Prodos.
Discover how Prodos can help get clients funded faster, so billing starts sooner. Book a consultation today.
