Ask in plain words
Which households have a service review overdue?
ATLAS answers from the records in WealthOps, with a link to each source.
Understand every household before the next conversation.
WealthOps is a private command center, member community, company website and ATLAS assistant for independent advisory practices. It organizes household records, reviews and service commitments, while licensed professionals make every recommendation.
Meet ATLAS. Talk to your business.
Ask about anything in WealthOps. ATLAS answers from your own records, shows the evidence and suggests the next useful step.
ATLAS works inside your role and the permissions your team sets.
See the whole picture
Which clients reported a retirement date change this month?
The answer brings the related records, owners and dates together before anyone decides.
Act within your authority
Drafts, messages and record changes wait for a person to approve them, and every completed action has a receipt.
From a retirement worksheet to a household you understand.
Attract with useful resources
A retirement conversation guide, an income gap workbook and a household organizer give prospects a reason to join the community.
Understand each household
Stated goals, authorized relationships and service history sit in one household view, with sources and as-of dates.
Act with context
The advisor opens a review already knowing the open questions, the document gaps and the commitments made.
The questions that come up every Monday morning.
What did we promise this household?
Service commitments live in notes and memory, and a review is missed.
With WealthOps: The Service Promise Tracker maps each tier to real deliverables, owners and due dates, and shows overdue follow-ups.
Who is allowed to see this household?
Family relationships are assumed, and access spreads wider than the client intended.
With WealthOps: Authorized relationships are explicit. An unauthorized or unverified relationship is blocked with the exact reason.
Can we publish this?
Marketing content changes after approval and nobody notices.
With WealthOps: The Marketing Review Archive keeps versions and approvals. Revising approved content with a return claim invalidates the approval.
Built for the way a planning practice works, screen by screen.
Real screens from the working WealthOps command center.
Household Intelligence. Every household, with sources.
Brings goals, authorized household relationships, service history and explicit life-event information into one view. Asset references carry a source and an as-of date. Engagement interest is kept separate from suitability.
- Source and as-of date on asset references
- Relationships authorized one by one
Review Preparation. Walk into reviews prepared.
Builds a meeting brief from approved records, open questions, document gaps, prior commitments and client-stated goals. Every fact cites its source, and the advisor signs off on the agenda.
- Advisor signs off on the agenda
- Every fact cites its source
Life Event Radar. Hear about changes that matter.
Queues client-reported retirement dates, inheritance questions, business-sale planning and family changes for advisor review. It never infers bereavement, illness or vulnerability from unrelated data.
- Only reported or recorded events
- Advisor reviews every item
Service Promise Tracker. Make under-served households visible.
Maps service tier to real deliverables, recurring reviews, responsible advisor and due dates. Shows overdue follow-ups and client-visible completion, without indiscriminate product pushing.
- Completion needs approved evidence
- Overdue follow-ups surfaced
Opportunity and Value Ladder. Match stated needs to approved services.
Matches permitted stated needs to approved consultations and service packages, with fees, restrictions and required disclosures. Advisor review comes before any product-specific recommendation.
- Disclosures shown with each offer
- No securities recommendations
Marketing Review Archive. Keep a record of what was approved.
Keeps versioned content, approvals, required disclosures and retained publication evidence. Testimonials and performance materials need compliance review, not a blanket enable switch.
- Revisions invalidate prior approval
- Publication evidence retained
Sales and marketing
Seminar registrations, referral sources, prospect stages and discovery bookings, with practice fees kept apart from assets under management.
Fulfillment
Review meetings, document organization, planning engagements and service commitments assigned to the responsible professional with due dates.
Customer experience
A client portal and the AdvisoryCircle community, with planning worksheets that state their assumptions and recommend nothing.
Money
Collected practice fees tracked as their own measure, never combined with assets under management.
Eight modules and four tools, on the same records.
Each one opens in the working WealthOps command center, inside the roles that may see it.
The eight modules
- Household IntelligenceGoals, authorized household relationships, service history and explicit life-event information in one view.SEE IT LIVE
- Review PreparationBuild a meeting brief from approved records, open questions, document gaps, prior commitments and client-stated goals.SEE IT LIVE
- Life Event RadarQueue client-reported retirement dates, inheritance questions, business-sale planning and family changes for advisor review.SEE IT LIVE
- Service Promise TrackerMap service tier to real deliverables, recurring reviews, responsible advisor, due dates, overdue follow-ups and client-visible completion.SEE IT LIVE
- Planning Scenario WorkspaceIllustrative income-gap and goal worksheets with explicit assumptions and ranges.SEE IT LIVE
- Opportunity and Value LadderMatch permitted stated needs to approved consultations and service packages, with fees, restrictions and required disclosures.SEE IT LIVE
- Practice GrowthSeminar registrations, referral sources, prospect stages, discovery bookings and collected practice fees.SEE IT LIVE
- Marketing Review ArchiveVersioned content, approvals, required disclosures and retained publication evidence.SEE IT LIVE
Four tools, each for one job
- Household Review BriefBuilds a meeting brief from approved records: client-stated goals, open questions, document gaps, prior commitments, client-reported life events and account references with their source and as-of date.SEE IT LIVE
- Life Event RadarQueues life events the client reported or the advisor recorded from a conversation for advisor review, ordered by how soon they matter.SEE IT LIVE
- Service Promise TrackerMaps each service tier to its real deliverables, recurring reviews and responsible professional, and shows overdue follow-ups and under-served households.SEE IT LIVE
- Planning Question FinderTurns a member or household's stated goals and open gaps into questions for a planning conversation and matches them to approved consultations and packages.SEE IT LIVE
AdvisoryCircle, part of the complete set.
The AdvisoryCircle member community is part of the complete set: a public company website, a member area and three free resources. Permitted member requests flow into the WealthOps command center. In the Cresthaven Wealth Partners demo it runs under the name FuturePath Circle; yours carries your brand.
Three free resources that start the conversation
- Your Retirement Conversation Guide
- Retirement Income Gap Workbook
- The Household Financial Organizer
Member intelligence and your value ladder
The community admin shows member intelligence from permitted activity, so you see which resources each member used and what they asked for. The offer and value ladder is editable, with fees and disclosures shown, so you control which consultations members are invited to next.
Every role sees its own work. Clients see only theirs.
Staff sign in to the same company and see what their role needs. Clients get a private portal with their own work, documents and messages.
Managing Partner. The whole practice: reviews, service gaps, growth and capacity.
Advisor. Their households, review briefs and open commitments.
Client (portal). Their own plan documents, meetings and messages.
Ask your business anything. By typing or by voice.
ATLAS answers from Cresthaven Wealth Partners’ own records and shows the evidence. You can also speak a question and hear the answer in the browser.
- Which households have a service review overdue?
- Which clients reported a retirement date change this month?
- Which marketing pieces need a fresh compliance review?
- Which advisors are closest to their client capacity?
People stay in charge. ATLAS drafts and suggests. Anything that goes out or changes a record waits for a person to approve it.
A command center for your business. Without the traditional custom-build price.
Your company name, branding, services, workflows and data, in your own private copy of the command center, the member community and the company website.
Built around your brand.
Your logo, colors, vocabulary, roles and workflows. Your company gets its own private copy with its own data.
Our custom-build savings target.
Our goal is to reduce build cost by 70 to 90% versus a comparable from-scratch command center, by adapting an existing foundation instead of rebuilding it.
Agreed before we build.
Your proposal spells out the workflows, users, connections and any outside platform costs before you commit. We confirm the schedule once we know your systems.
Savings target compared with a similarly scoped from-scratch build. Your quote and launch date depend on customization, integrations, data readiness and ongoing services. Complex builds take longer.
Open the working demo.
No sign-in needed. Start with the guided tour, then use the Viewing as switcher to change seats. Data resets nightly.
Take the guided tour
Start at the demo hub for Cresthaven Wealth Partners and pick a seat.
Open the demo ↗
View as the Managing Partner
Opens the command center already signed in as the Managing Partner.
Open the demo ↗
Explore the member community
Opens FuturePath Circle, the Cresthaven Wealth Partners’ member community, as a member.
Open the demo ↗Honest about what is connected.
Each row shows what works today. Native features are built in; the other connections are simulated, imported or planned until we connect and test them in your scope. The Integrations screen shows each connection’s real state.
- NativeEight modules, four tools, gates and the client portalBuilt in and tested in the demo.
- NativeAdvisoryCircle member communityMembers and the owner sign in from the same demo; permitted member requests reach the command center.
- NativeATLAS answersAnswers from the company's own records. The demo runs ATLAS on Workers AI.
- NativeATLAS voiceSpeak a question and hear the answer in the browser.
- PlannedAnthropic (Claude) providerProvider-ready. It is shown as connected only after a successful test call with your own key.
- DemoRedtail / existing advisor CRMContacts, workflow and opportunities. Vendor documentation supports workflows; API scopes remain to be validated.
- DemoPlanning / custodian approved exportsAccount references and reviewed plan metadata. Do not assume trading access or public APIs.
- DemoCalendar / approved storageMeetings and private organization. Relationship-specific access and consent.
Native: built in and tested in the demo. Demo: sample or simulated behavior only. Planned: designed, not built.
How we work with you. Core plan from $497/month.
Book a live demo
A 15-minute walkthrough with your business in mind.
Agree the scope
Workflows, users, connections and outside platform costs, in writing, before you commit.
We set up your private copy
Your brand, vocabulary, roles and the connections in scope, on your own private copy.
Launch with your team
We confirm the schedule once we know your systems.
The AI Command Center core plan is $497/month with an agreed initial scope. Your proposal lists what is included (systems, users, automations, AI usage, hosting, support and onboarding) and any outside platform costs before you commit. The AdvisoryCircle member platform and any complex connections are quoted with your scope.
Straight answers.
Is my data separate?
Yes. Every customer gets its own private copy of WealthOps: its own code, server and database, holding only its own data.
Can it match my brand?
Yes. Your logo, colors, company name and vocabulary. Your team sees your brand, not ours.
Is Cresthaven Wealth Partners a real company?
No. Cresthaven Wealth Partners is a fictional company and its records are sample data. Your own practice, advisors and households replace them in your copy.
Does WealthOps give investment advice?
No. WealthOps organizes records, reviews and service commitments. Licensed professionals make every recommendation. Planning worksheets are examples with stated assumptions, and nothing in it recommends securities or judges suitability.
Is AdvisoryCircle part of WealthOps?
Yes. WealthOps is sold as a complete set: the command center, the AdvisoryCircle member community, the company website and ATLAS. AdvisoryCircle can also run on its own.
Does ATLAS act on its own?
No. ATLAS drafts and suggests. A person reviews and approves anything that goes out or changes a record.
What does it cost?
It depends on your users, workflows and connections. Book a live demo and we will scope it with you; your proposal lists what is included and any outside platform costs before you commit.
See your practice in it.
Book a 15-minute live demo. We will walk through WealthOps with your advisors, service tiers and review process in mind, and agree what a first scope could look like.
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