Prodos

Prodos is an AI operations platform for wealth management firms, designed to handle the coordination work that falls between existing systems. It works alongside a firm’s CRM, document storage, inbox, custodian tools, and spreadsheets, carrying operational tasks through to completion while keeping staff informed and in control.

Prodos supports client onboarding, billing runs, advisor transitions, and routine operational follow-up. It can gather information from records, prepare forms and transfer paperwork, track signatures and status, reconcile billing data, and identify missing information or conflicting records. When a decision, exception, or approval is needed, it routes the work to the appropriate person with the relevant context and a proposed next step.

The platform is built around each firm’s procedures, approvals, and exception paths, rather than requiring teams to construct workflows field by field. Firms can begin with a single workflow and expand over time. Prodos says it is SOC 2 Type II compliant and is intended to reduce repetitive retyping, chasing, and reconciliation without replacing operations staff or removing their oversight.