Advisor-native CRM
Manage organizations, contacts, suppliers, deals, stages, notes, and next actions around the way an advisory firm operates.
Explore the CRMTechnology advisor CRM + client portal
One operating platform for the work generic CRMs leave out.
Advisor OS is a purpose-built CRM and client portal platform for technology advisors. It brings pipeline, clients, contracts, commissions, renewals, suppliers, reporting, and AI-assisted workflows into one system.
What makes a technology advisor CRM different?
A technology advisor does more than move deals through a sales pipeline. The firm also manages supplier relationships, recurring commissions, contract dates, renewals, projects, account plans, and ongoing client value. Most generic CRMs can be customized to store some of that information, but the advisor still has to design the data model, connect other tools, and build a separate client experience.
Advisor OS starts with the advisor workflow. The CRM and client portal share the same operating data so the internal team and the client are not working from separate spreadsheets, inboxes, and PDFs.
Core platform
The operating layers in one system
Branded client portal
Give clients a place to review contracts, spend, projects, reports, and account information under the advisor's brand.
Explore the client portalContracts and renewals
Centralize service terms, dates, documents, and renewal visibility so account work does not depend on memory or scattered files.
Review the renewal playbookCommission tracking
Track recurring, upfront, and blended compensation alongside the clients, services, suppliers, and deals that generated it.
See the workflowPartner management
Organize suppliers, programs, contacts, and partner relationships without forcing them into a generic customer record.
View partner capabilitiesAI and MCP access
Use AI-assisted extraction and connect compatible AI clients through the Advisor OS MCP server with authorized access.
Read the MCP guideEvaluation guide
Advisor OS compared with a generic CRM stack
| Requirement | Advisor OS | Generic CRM |
|---|---|---|
| Technology advisor data model | Purpose-built | Usually requires configuration |
| Client portal | Included | Separate product, custom portal, or service tier |
| Supplier and partner workflows | Included | Usually modeled with custom objects |
| Recurring commission tracking | Included | Usually external or customized |
| Contract and renewal visibility | Built into the advisor workflow | Varies by implementation |
| Executive client reporting | Designed for advisor account work | Requires templates, configuration, or another tool |
| MCP server | Available | Depends on vendor and implementation |
Capabilities and pricing for other products change. Evaluate each vendor's current documentation and the amount of configuration your firm will need.
Who should evaluate Advisor OS?
Strong fit
- Technology advisory and channel partner firms
- Teams managing recurring client and supplier relationships
- Advisors tracking contracts, renewals, and commissions
- Firms that want a branded client portal
- Teams replacing disconnected spreadsheets and point tools
Probably not the right fit
- Companies that only need a basic contact list
- Consumer sales teams
- Organizations that require a heavily customized enterprise CRM ecosystem
- Firms unwilling to centralize their operating data
Common questions
Technology advisor CRM and client portal FAQ
What is Advisor OS?
Advisor OS is a purpose-built CRM and client portal platform for technology advisors. It combines pipeline, clients, contracts, commissions, renewals, suppliers, reporting, and AI-assisted workflows in one system.
Who is Advisor OS for?
Advisor OS is designed for technology advisors, telecom agents, channel partners, and technology consulting firms that manage recurring client and supplier relationships.
Does Advisor OS include a client portal?
Yes. The platform includes a branded client portal for contracts, spend, projects, reports, and other client-facing information.
How is Advisor OS different from a generic CRM?
Advisor OS includes advisor-specific supplier, commission, contract, renewal, reporting, and portal workflows. A generic CRM usually requires custom objects, integrations, and additional products to cover the same operating layers.
Can Advisor OS connect to AI assistants?
Advisor OS provides an MCP server that can connect authorized Advisor OS data and tools to compatible AI assistants and agent clients.
How much does Advisor OS cost?
Current founding-member pricing is published on the Advisor OS pricing page. Review that page for monthly, annual, setup, and guarantee details.
See whether Advisor OS fits the way your firm actually works.
Bring your current CRM, spreadsheet, contract, renewal, commission, and client reporting workflow. We will show you what can live in one operating system and what should stay where it is.
Request a private demo