Stop Spending Time on Admin.

Focus on Clients.

Advisors spend 4X more time on admin than with clients—costing $50K per $100M AUM.

Prodos automates client data workflows so you never chase clients or fix bad data again.

We’re building it. Let’s talk—contact us at support@prodos.dev

What Advisors Are Spending Time On

  • Clients Ignore Requests

    Chasing clients for missing documents (5+ hours/week)

  • Manual Data Entry

    Manually entering data into eMoney, CRMs, tax software (10+ hours/week)

  • Fragmented Systems

    Tools don’t sync, so data is outdated and reports don’t match. Spend time reconciling what’s true.

Sound like you?

If this sounds like you, please reach out! Fill out our contact form and we’ll reach out within 24 hours.