The problem for financial advisors
Advisory is a relationship business, but client scheduling, prep, recaps, and follow-up coordination scale poorly as the book of business grows.
How OSP.net helps
OSP keeps every client relationship attended to. It books annual and quarterly reviews, sends each client their prep and recap, and never lets a follow-up slip — so service quality stays high even as the client list grows.
Example workflows
- “Schedule annual reviews with every client who's due, and send them the prep checklist.”
- “Draft a recap of today's review with the action items we agreed.”
- “Remind me of any client I haven't spoken with in 90 days.”
Integrations financial advisors use most
Connect the tools you already work in:
Frequently asked questions
- Is it private enough for client financial data?
- Each customer runs fully isolated with vaulted, runtime-injected secrets and no model training on your data. Confirm your own regulatory obligations for client information.
- Can it give investment advice?
- No — OSP is an operational assistant for client service and admin, not a source of investment recommendations. You stay responsible for all financial advice.