Annual reviews take 3 hours each.
CortexaOS generates annual review presentations, drafts IPS documents, models tax-aware rebalancing scenarios, and monitors every portfolio for drift — replacing Orion, Wealthbox, RightCapital, and Holistiplan in one platform.
Every step. Automated.
Wealth Management workflows run end-to-end — from first contact to final payment — without you chasing every step.
Client Onboarding
Risk tolerance, goals, and financial inventory
IPS Generation
AI-drafted Investment Policy Statement
Portfolio Construction
Model-based allocation + implementation
Drift Monitoring
Continuous rebalancing band alerts
Tax-Aware Rebalancing
TLH opportunities + lot-level optimization
Prospect Nurture
CRM pipeline + automated touchpoint cadence
Compliance Documentation
Meeting notes, disclosures, and ADV tracking
Client Report Generation
Performance, allocation, and progress reports
Annual Review Prep
AI generates presentation in minutes
Client Onboarding
Risk tolerance, goals, and financial inventory
IPS Generation
AI-drafted Investment Policy Statement
Portfolio Construction
Model-based allocation + implementation
Drift Monitoring
Continuous rebalancing band alerts
Tax-Aware Rebalancing
TLH opportunities + lot-level optimization
Annual Review Prep
AI generates presentation in minutes
Client Report Generation
Performance, allocation, and progress reports
Compliance Documentation
Meeting notes, disclosures, and ADV tracking
Prospect Nurture
CRM pipeline + automated touchpoint cadence
⚡AI-automated handoffs — no manual work required
A Day at a Wealth Management Firm Using CortexaOS
Watch a 90-second walkthrough of how Wealth Management businesses run CortexaOS end-to-end.
Watch the at a Wealth Management Firm Using CortexaOS Demo
2:40 · with narration
Portfolio drift detected and rebalancing scenario generated — before the advisor even opens the system.
Replace 4 Tools. Free 120 Hours a Year. Add 10 Clients.
Calculate what platform consolidation is worth to your RIA
Replace 4 Tools. Free 120 Hours a Year. Add 10 Clients.
Calculate what platform consolidation is worth to your RIA
Annual Review Time Value
$51,000Prep time reduced to 48 min per review — valued at $300/hr
Tool Consolidation Savings
$6,372Annual savings from replacing multi-platform stack with CortexaOS
Capacity Revenue Uplift
$53,75412% more client capacity → new AUM at 85bps
Review time + tool savings + capacity combined
Your Annual ROI
$111,126Review time + tool savings + capacity combined
No credit card required · Full platform access · Cancel anytime
Everything you need. Nothing you don't.
Purpose-built for wealth management businesses — not retrofitted from a generic platform.
AI Annual Review Generator
Pull up a client, hit generate — complete annual review presentation with performance, allocation, planning progress, tax observations, and suggested agenda. Ready in under 5 minutes.
IPS Document Builder
AI-drafted Investment Policy Statements from client goals, risk tolerance, and constraints. Compliance-ready, fully customizable, done before the first meeting ends.
Tax-Aware Rebalancing Engine
Continuous drift monitoring with TLH opportunity identification, lot-level optimization, and wash-sale calendar awareness — the tax alpha that replaces Holistiplan.
Portfolio Drift Monitor
Every portfolio monitored against IPS bands in real time. Drift alerts fire when positions exceed thresholds — with rebalancing scenarios ready to review.
Financial Planning Suite
Retirement projections, goal tracking, Monte Carlo simulations, and cash flow modeling — replacing RightCapital at no add-on cost.
Compliance Documentation
Meeting notes, trade rationale, ADV tracking, disclosure management, and audit-ready activity logs — compliance on autopilot.
Client Portal
Secure portal for clients to view performance, account documents, goals progress, and meeting history — available 24/7 from any device.
Prospect Nurture CRM
Pipeline management from first referral to onboarded client — with automated touchpoint cadences, meeting notes, and proposal tracking.
How we compare to Orion + Wealthbox + RightCapital + Holistiplan
Feature-by-feature, CortexaOS isn't a supplement — it's the replacement.
Comparison based on publicly available feature documentation as of 2026.
One platform. Every client. Every review. Every plan.
Replace four tools, free 120 hours a year, and serve 12% more clients — all from one platform at $149/mo.
No credit card required · 14-day free trial · Cancel anytime