Your clients pay you for financial wisdom, not for status update emails.
CortexaOS gives independent financial advisors and RIAs an AI that handles meeting preparation, portfolio review summaries, compliance documentation, prospect nurturing, and quarterly reporting — so your time goes to the advice that justifies your fees.
You bill at $150–$500/hour or manage assets where your time is worth far more than inbox management. Every hour spent on meeting prep, compliance paperwork, and report generation is an hour that isn't deepening client relationships or closing new AUM.
The Real Cost of Doing It Yourself
$150–$500/hr or 1% AUM/hr
Your billing rate
What your time is actually worth
20 hrs
Admin hours/month
Time lost to non-billable work
$3,000–$10,000
Monthly opportunity cost
Revenue you could have earned instead
Recovering 20 hours per month of meeting prep, compliance admin, and reporting tasks at $150–$500/hour represents $3,000–$10,000 in recaptured capacity — every month. At $149/month, CortexaOS pays for itself in the first few hours you reclaim.
Your Tuesday right now
Every one of these is time you are not billing, not resting, not growing.
Spending 45 minutes preparing for a client review meeting by hunting through notes, emails, and account statements
Writing a post-meeting summary and action list manually after every client call
Generating a quarterly performance summary for 15 clients — each one slightly different and mostly manual
Documenting a suitability recommendation in compliance-ready language that takes 30 minutes when the advice itself took 5
Following up with a prospect you met at a conference 6 weeks ago — and realizing you forgot to reach out after the second week
Writing a thank-you and referral nurture sequence for a client who just sent their son-in-law your way
Drafting your quarterly client newsletter at 10pm because there was no time during the week
Trying to remember what you said in a client meeting 3 months ago before responding to their question today
With CortexaOS, your Tuesday looks different.
You do the work only you can do. Everything else runs automatically — or gets drafted in seconds when you need it.
Exactly what CortexaOS does for you
Not generic AI. Built around the specific work that's stealing your time.
Client Meeting Preparation
Spending 30–60 minutes before every review meeting pulling together account performance, prior meeting notes, open items, and client life events.
Cortexa generates a complete pre-meeting brief — account summary, prior action items, relevant market context, and suggested agenda — ready 24 hours before every scheduled review.
Portfolio Review & Reporting
Writing individualized quarterly reports for dozens of clients manually, each requiring slightly different context and commentary.
AI generates personalized quarterly review summaries for each client — performance narrative, benchmark context, portfolio commentary, and forward-looking notes — in your voice.
Compliance Documentation
Documenting suitability, KYC updates, and investment rationale in compliance-ready format takes 3x longer than the actual advice conversation.
AI CFO and AI Legal Advisor specialists generate compliant documentation frameworks — suitability memos, disclosure summaries, and rationale records — ready for your review and signature.
Prospect & Referral Nurturing
Hot prospects going cold because there's no systematic follow-up, and referrals not being properly acknowledged or nurtured.
Cortexa manages your entire prospect pipeline with AI-drafted follow-up sequences, referral acknowledgment emails, educational content drips, and timely touchpoints.
Quarterly Reports & Client Letters
Monthly and quarterly market commentary letters taking 2–3 hours to write when clients expect them on a consistent schedule.
AI generates market update letters, portfolio commentary, and economic briefings in your advisory voice — editable, personalized, and ready to send on schedule.
Business Development
Centers of influence (CPAs, attorneys, estate planners) getting no proactive outreach because there's never enough time to build referral relationships systematically.
AI drafts COI nurture sequences, co-marketing content ideas, case study summaries, and LinkedIn thought leadership posts to build your referral network consistently.
This isn't an app replacement.
It's a business transformation.
Everything above is built for your specific work. But CortexaOS also includes two capabilities that pay for the entire platform by themselves — for any business, in any industry.
AI Receptionist
Worth the fee alone
Answers every call. Qualifies every lead. Books every appointment — 24/7, even when you're with a client or asleep. Never misses a caller. Never gives a lukewarm greeting. Never has an off day.
The math
If your average client is worth $2,000 and you miss 5 calls a month, that's $10,000/mo in revenue at risk. One recovered client = 5+ months of CortexaOS paid in full.
AI Follow-Up Agent
Worth the fee alone
78% of sales go to the first business that responds. The average small business takes 47 hours. Your Follow-Up Agent responds in minutes and nurtures every single lead — automatically, relentlessly, personally — until they convert or opt out.
The math
20 leads/month. 30% going cold. Agent recovers 6. At any average deal size above $50, the ROI is immediate and obvious.
And everything else included in the platform
154 AI Specialists
CFO, CMO, COO, Legal Counsel, Call Coach, and 149 more. Any business question, any domain, instantly answered with context about your business.
80+ Built-in Apps
CRM, invoicing, contracts, project management, HR, legal, support tickets — your entire software stack in one platform.
Company Brain
A living AI memory that learns your business over time. The more context you add, the smarter every specialist becomes.
AI Boardroom
Quarterly strategic session with your full AI C-suite. Multi-specialist decisions on your biggest business challenges.
20 Industry Verticals
Deep specialization for your exact trade — not generic tools retrofitted to your industry as an afterthought.
AI Workflow Agents
Pre-built automations that execute real work end-to-end. Not reminders. Not suggestions. Actual execution.
Other software solves one problem.
CortexaOS changes the entire equation.
Start free — experience the full platform“I was losing entire mornings to meeting prep and compliance docs. CortexaOS gets me into every client meeting prepared in 10 minutes. My clients notice the difference — and I've added 8 new households this year because I actually have time for business development.”
Jennifer K. — Independent RIA, $65M AUM, Portland, OR
Ready to get your time back?
Start free. No credit card. Your Company Brain is built in under 5 minutes.