Built for wealth management and financial planners
Stop juggling spreadsheets and compliance checklists. CommandOS helps you track AUM fees, manage client relationships, and grow your practice.
What is PSA Software for Financial Advisory?
PSA software for financial advisory firms automates AUM fee tracking, client engagement management, compliance documentation, and advisor productivity metrics. It helps RIAs and wealth management firms professionalize their operations from client onboarding through ongoing relationship management.
Problems we solve for advisory firms
Features advisors love
AUM Fee Tracking
Automatically calculate and track advisory fees based on assets under management.
Compliance Vault
Store client agreements, disclosures, and compliance documents with full audit trails.
Advisor Metrics
Track client meetings, reviews, and planning sessions per advisor.
Professional Proposals
Create polished proposals with investment policy statements and fee schedules.
Why it works
Every engagement keeps a complete, timestamped record of documents, decisions, and communications — organized and audit-ready by default.