Three frameworks govern every automation in Advisor OS. Master these, and the rest follows.
Every automation must pass this test: does it Save You Some Time, Energy, Money, or Stress? If not, it does not belong in your practice.
The ultimate objective of every automation
Focus on the advisor's personal capacity first
Incremental, compounding gains (30 min at a time)
Targeting the admin tax uncovered in our assessments
Removing cognitive load from repetitive tasks
Delaying or eliminating additional headcount
Ensuring compliance and reducing key-man risk
You provide the first 10% (expertise) and the last 10% (judgment). Advisor OS handles the 80% in between.
Define the problem, desired outcome, and constraints
Research, drafting, analysis, formatting, cross-referencing
Refine, decide, take professional responsibility
Every prompt follows four components: Role, Context, Command, Format. Master this structure and you will never write a bad prompt again.
Who is the AI acting as?
What background does it need?
What exactly must it produce?
How should the output look?
| Tool | Primary Use | Monthly Cost | Security Rating |
|---|---|---|---|
| ChatGPT Team/Plus | Primary Advisor OS Engine, Custom GPTs, Meeting Machine | ~$30/mo | High |
| Claude Pro | Deep document analysis, processing long FAIS manuals | ~$20/mo | High |
| Perplexity Pro | Live internet research, verified citations, market data | ~$20/mo | High |
| Fathom / Otter.ai | Meeting transcription (requires client consent) | ~$15/mo | Medium |