Fifteen roles. One engine. Your approval.
AdvisorPro is the operating system for independent advisory practices. The goal is simple: stop the expert doing admin, so they spend their time in front of clients and stay in front of them.
Every role produces something usable: a brief, a draft, a list, a proposal.
Fifteen specialised roles run on one engine. Jarvis orchestrates. Jarvis reports to you.
Orchestration
One role coordinates the other fourteen and reports to you.Your morning brief: the three conversations to advance, the signal that matters today, and the approvals waiting for you.
Daily 06:00, plus live triggers
Intelligence
Know your market before you move.Verified developments mapped to named clients and prospects, with a one-line reason each matters.
3x daily
Segment briefs: demand signals, common problems and the assumptions still to test.
Daily 06:30
Positioning gap reports and your strongest credible difference, updated as competitors move.
Mon, Wed, Fri
Qualified prospect lists with a reason for fit, a live trigger and a confidence score for each.
Daily 07:30
Client pattern notes and session prep drawn from your own coaching history.
Daily, plus before every session
Content
Authority on autopilot, in your voice.Three post angles a day grounded in your expertise and live signals.
Daily, plus new signals
Blog drafts and the weekly newsletter, written from your knowledge base in your voice.
Weekly, plus on demand
A balanced week of formats and objectives with room left for reactive posts.
Daily 11:00
Every draft checked for claims, tone and fit with your positioning before you see it.
On every draft
On-brand visuals for approved posts, carousels and newsletter headers.
On demand
Short video concepts and cuts with a clear narrative from approved content.
On demand
Approved content posted on schedule with a delivery record for every item.
Scheduled, plus on demand
Revenue
Turn authority into pipeline.Call notes, actions and priced proposals in outcome units, drafted from what was actually said.
After every call
Paced outbound sequences, reply handling drafts and a live pipeline with stalled deals flagged.
Daily, within safe limits
Ten steps, one loop.
Pulse spots a change in your market.
Jarvis links it to your clients and prospects.
Muse proposes a point of view.
Scribe writes it in your voice.
Verity tests the claims and tone.
You say yes, edit, or bin it.
Relay posts and records it.
Courier follows up with the people who engaged.
Ledger turns the call into a proposal.
Analytics report what worked and the loop tightens.
Every output arrives in one place.
Clients, content, campaigns and pipeline in a single workspace, with one approval queue. Use the web workspace or the CLI — they do the same things.
Clients, content and campaigns together, with the context shared across every agent.
Agentic workflows carry a piece of work forward without you opening anything.
Pipeline, delivery and authority, current without manual updates.
Your own material, structured, grounding every agent output.
Nothing leaves without your yes.
Your point of view becomes books, articles and campaigns.
Scribe writes long form from your knowledge base, Pixel makes the visuals, Frame cuts the video, Relay publishes on schedule.
Twenty-five commands. You use five most days.
Briefs, content, leads, approvals, pipeline, analytics and configuration — every command has a matching action in the web workspace.
ap briefPrint today's morning brief in the terminal. Same content Jarvis sends by email.
ap content draft -t "outcome pricing" -f linkedinAsk Muse and Scribe for a LinkedIn draft. Verity checks it. It lands in your approval queue.
ap leads find -s "saas-cfo" -x fundingHave Beacon build a qualified list for a segment, filtered to a recent funding event.
ap approve 42Approve item 42. Relay or Courier then sends it. Nothing leaves without this step.
ap pipeline stalled -d 14List every deal with no movement for two weeks, with Courier's suggested next message.
Your data stays yours.
One identity across every AdvisorPro surface. Sign in once. No passwords stored by the app.
Every agent runs on a key limited to the exact actions it needs. Nothing more.
Your knowledge base, content and pipeline belong to you. Export any time. Nothing is used to train shared models.
A plain markdown mirror of your knowledge base, so your thinking is never locked in.
You own your content, your knowledge base, your client data and everything the engine produces for you. We own the platform. That is written into the agreement.
Every practice starts with a build, so the engine has something to work from.
A conversation. No slides.
Two hours, five deliverables you keep. Credited in full against a Business Build within thirty days.
One off. Four to six weeks, done with you. Includes AdvisorPro Onboarding and the first three months of Monthly.
One off. For advisors who already have a business, a website and their own materials.
Twelve-month term.
Five seats.
The Build is priced from, not fixed, because the work varies. A fixed price is given in writing after the audit, before anything starts. At the end of twelve months the subscription continues monthly, with thirty days notice from month thirteen. See the practice offers.
Built by someone who has run the practice.
Colin Howes is the founder of Series-X Labs and the author of The Fractional Founder. Thirty years in technology leadership, four Series A rounds, three exits. Executive coach on the Connectd Transition to Portfolio programme.
A senior operator, inside your business in 90 days.
Not a chatbot rollout. Not a slide deck. An ex-SVP / VP / GM operator, augmented by AI, installing one workflow that actually runs. Thirty minutes to see if it fits.