See what a referral sees.
96 percent of people research an advisor online after a personal referral. They look first for who you serve and what you charge, and 83 percent want to read reviews before they make contact. Put your address in.
Free, no account, about ten seconds. We read the page the way a search engine does.
The eight jobs
Every independent advisor runs the same loop. Most run it with ten tools that do not talk to each other.
Clients
You know every household in your book. The trouble is that the knowing lives in your head, and your head is also carrying the market, the team and the week.
Ocho One record per household: last contact, next step, and every promise you made, where your team can see it too.
Planning
The plan was right the day you built it. Then a job changed, a parent got sick, a child moved home, and nobody told the PDF.
Ocho Life events trigger the review, and the client gets a summary they will actually read.
Portfolios
The models are not the hard part. The hard part is knowing which households drifted, and having one clear sentence ready when somebody calls frightened.
Ocho Drift flagged household by household, and reporting written in words a client repeats correctly.
Compliance
Testimonials have been allowed since 2022. Fewer than one advisor in ten publishes any, because if a disclosure is wrong the finding is yours alone.
Ocho Every piece checked and disclosed before it goes out, then archived with the date and who approved it.
Marketing
You do good work and the people who need it cannot find you. Almost everyone referred to you looks you up first, and most of them decide before you ever speak.
Ocho A page built for the moment a referral lands, content in your voice, and one view of where enquiries actually come from.
Operations
Nothing in your week is difficult. There is just too much of it. And the follow-up nobody sees is what quietly decides whether anyone refers you.
Ocho Onboarding with a finish line the client can see, and an alert when something stalls instead of another status meeting.
Growth
You have not changed your fees in years, and you already know which households you are carrying.
Ocho Revenue per household, honest capacity, fee benchmarks, and the script for the conversation you keep putting off.
Succession
If you could not work on Monday, someone would have to guess. Your family, your clients, and whoever picks up the phone.
Ocho Valuation you can watch move, a continuity agreement, and the whole document set in one place.
Clients
Every household, every promise made, every next step, in one record you actually keep current.
Planning
Plans that stay alive between annual reviews instead of aging in a PDF.
Portfolios
Models, drift, rebalancing and reporting you can explain to a nervous client in one sentence.
Compliance
Books and records, marketing review and the Marketing Rule handled before they become an exam finding.
Marketing
Being found and being chosen. Content, video, referrals and lead flow that do not depend on your mood.
Operations
Onboarding, paperwork, scheduling and the follow-up that quietly decides whether clients refer you.
Growth
Pricing, fee conversations, capacity and the math of a practice that gets more valuable every year.
Succession
Valuation, continuity and a plan for the plan, started long before you need it.
Free tools that do real work
No account. No sales call. Use them today, and keep using them.
Score your practice across the eight jobs
Eight questions, three minutes. See which job is quietly limiting the other seven.
Start Fee pressure calculatorWhat fee compression costs you over five years
Put in your AUM and fee. See the revenue gap, and how many new households close it.
Calculate InsightsWhat is actually working for advisors this week
Short, sourced and practical. Growth, fees, marketing, compliance and the business behind the advice.
ReadPractice Pulse
Rate each statement honestly. Nothing is stored unless you ask for the report.
Your practice pulse: of 40
Fee pressure calculator
Fee compression is slow enough to ignore and large enough to matter. Put in your numbers.
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People choose an advisor they have met. Let them meet you first.
A headshot and a paragraph is how everyone else introduces themselves. A short film biography lets a prospect hear how you think before the first call, and advisors who use one report that prospects arrive already decided.
Your bio film, your website, your lead flow, in one subscription.
Short Film Bios joins Ocho as an add-on for premium members. Ocho Tools members get first access.
What your tools cost you today
Tick what you pay for and how many seats. Every price is the vendor's own published list price, linked below. For each one we say plainly what Ocho does in its place, and what it does not, so you decide what you would actually drop.
List prices as published by each vendor and checked on September 25, 2026; your contract may differ. Tools that do not publish prices (eMoney, Orion, Smarsh, Global Relay, billing software, outsourced compliance) are left out rather than guessed.
An assistant that knows you, your clients, and the rules
Ocho is the assistant inside Ocho Tools. He is built to care about the people in your practice, and to keep you on the right side of your duties while he helps.
He gets to know you first
An eleven-minute onboarding on how you think, what you stand for and how you like to hear hard news. He shows you what he learned and keeps only what you approve.
A questionnaire clients finish
Seven minutes on a phone: what matters to them, what their money is for, how they want bad news. You get conversation starters, not a label. It never asks about health, faith or politics.
He answers from the rule text
He reads the Advisers Act, the Marketing Rule, Reg BI and Reg S-P before he answers a compliance question, checks your marketing drafts against them, and sends judgment calls to your compliance officer.
He serves your clients, never sells to them
He will not help use a client's fears to close a product, will say so when a tactic helps you at a client's expense, and never pitches himself.
No made-up numbers
Figures in his answers must appear in a cited source or in what you told him; any that do not are removed before you see them. When he cannot support an answer, he says he does not know.
Encrypted, and names stay home
Each firm's records are encrypted with that firm's own key. In typed conversations, the names of clients in your records are swapped out before your message reaches the AI model, and nothing he suggests is saved until you approve it.
When you are ready to run all eight from one place
Ocho Tools is the subscription: one login for your clients, plans, portfolios, compliance, marketing and operations, with an assistant that knows your practice.
Explore Ocho ToolsNow in private beta with a small group of independent advisors.