Financial firms don't fail on strategy — they get exposed on documentation. OfficeOS gives family offices, RIAs, planners, and estate practices one branded source of truth that stays organized and exam-ready at all times.
Choose your edition
Each edition speaks your terminology and maps to the documents, workflows, and risks specific to your practice — because a family office and an estate firm don't operate the same way.
Entities, trusts, investment documentation, and multi-generational family records — organized, permissioned, and continuous across advisors and time.
Family Office edition →Client files, advisory agreements, meeting notes, and deliverables turned into structured, repeatable, audit-ready workflows.
RIA edition →Standardize the plan-delivery workflow — intake, analysis, deliverable, review — without losing the personal relationship that wins clients.
Planning edition →Keep drafts, executed documents, and client decisions organized, findable, and actionable — for the moment they actually matter.
Estate edition →Shared across every edition
Every client and company file organized by a consistent taxonomy, versioned and complete.
Required-documents checklists with live status and an audit packet on demand.
The firm's name and logo on the workspace. Clients see their advisor, not a tool.