For advisors who won't put client data in someone else's cloud.
Financial advisors handle some of the most sensitive data there is: account balances, family situations, estate plans, tax positions. Many won't run that through a vendor's cloud AI, and that's completely reasonable. Advisor Prep Hero never sees your work. Your files stay on your machine, and your AI requests go straight to the provider you chose, never through a server of ours. Want it fully offline? Point Advisor Prep Hero at a local model like Ollama and nothing leaves your machine at all. Want to see exactly where your data goes? Read the full data path.
$948/yr ($79/mo billed annually), includes one practice pack. 30-day free trial, no credit card. Try it in your browser first, or claim the founding rate (30% off, locked for life) →
The Advisor Practice Pack: 7 templates. Available in the app today.
The Advisor Practice Pack ships with seven workflows built with input from practicing advisors: a Client Financial-Plan Summary, Meeting-Prep and Suitability Notes, an Annual-Review Packet, a Confidential Client-Data Inventory, a Books and Records Retention Note, Reg BI Documentation, and a Reg S-P Safeguards Outline. Each produces drafts you review, not advice you rely on without verification.
What the pack does
Each workflow walks you through a structured interview, then drafts a document you edit and approve. The seven templates cover: Client Financial-Plan Summary, Meeting-Prep and Suitability Notes, Annual-Review Packet, Confidential Client-Data Inventory, Books and Records Retention Note, Reg BI Documentation, and a Reg S-P Safeguards Outline. Each produces a draft you review; none makes a determination for you.
Built for fiduciary practice
Every advisor template strips account numbers and SSNs from the output by default, frames suitability items as conversation starters rather than determinations, and carries a verify-before-relying reminder on outputs that assert regulatory positions.
See how Advisor Prep Hero fits your current stack and how to run it with zero data egress using Ollama: the only path that cleanly clears Reg S-P service-provider questions.
More templates on the way
The seven current workflows cover the most common advisor writing tasks. I am building additional templates based on feedback from advisors in practice. If you run into a workflow I have not covered yet, I would like to hear about it. Founding-list members get new templates first, at the founding rate: 30% off, locked for the life of the subscription.
Get in touch →Your files stay on your machine. Advisor Prep Hero is never in the path.
Want to see the exact data path? Read the full breakdown.
Direct connection
When you run a workflow, the request goes from your machine to your AI provider. Advisor Prep Hero is never in the middle. Your files stay local; only the text you choose to send goes to the provider you picked, under the terms you agreed to with them.
Files on disk
Every analysis saves as a plain Markdown file in a folder you control. Auditable, searchable, portable. Standard format that survives any software change, and one you can produce at any time.
Your keys, your costs
Bring your own Claude, OpenAI, or Gemini key. You control the API spend and the provider relationship. Advisor Prep Hero charges once at purchase, never again, and never touches your keys.
How Advisor Prep Hero compares to the AI you already have
Most advisors are looking at the AI meeting-notes tools (Jump, Zocks), the AI now bundled into eMoney or MoneyGuidePro, or ad-hoc ChatGPT. Here's the honest comparison.
| Capability | Advisor Prep Hero | Jump | eMoney AI (bundled) | ChatGPT (free/Plus) |
|---|---|---|---|---|
| Runs fully on your machine, nothing leaves, with a local model | Yes, with a local model | No | No | No |
| Client data stays on your own computer | Yes | No (vendor cloud) | No (Envestnet cloud) | No (vendor cloud) |
| Your email, imported and searchable on your machine | Yes, local import and search across M365, IMAP, Gmail | No direct email import | No direct email import | No (any email sent to ChatGPT goes to OpenAI's cloud) |
| An AI vendor to vet under Reg S-P | None, with a local model | Yes | Yes | Yes |
| Records meetings and syncs notes to your CRM | No | Yes | No | No |
| Built for confidential drafting and analysis | Yes | Partly | Planning only | Generic |
| Typical cost | $948/yr + your own AI usage | Approx. $75-175/advisor/mo (check current pricing) | Bundled (check current details) | $0-20/mo (check current pricing) |
Competitor pricing and features are approximate, as of 2026; check each vendor for current details.
Jump and Zocks are purpose-built for meeting notes and CRM sync, and that's not what Advisor Prep Hero does. If automating post-meeting admin is your main need, buy one of them. Advisor Prep Hero is for the private drafting and analysis of your most sensitive client work, and for the firm whose compliance officer doesn't want any AI vendor receiving client data at all.
The SEC's Reg S-P amendments now require you to vet and monitor every vendor that touches client data, and the smaller-firm deadline passed in June 2026. With Advisor Prep Hero on a local model, there's no AI vendor in the data path to vet, because nothing leaves your machine. Informational, not compliance advice; verify with your compliance counsel.
Simple pricing.
Solo, Professional, and Firm are annual subscriptions that keep your packs maintained and current.
- Single seat
- One practice pack (Advisor Practice Pack included: seven advisor workflows, built with input from practicing advisors)
- All core features
- BYOK (Claude, OpenAI, Gemini)
- Files stay on your machine
- Pack updates and security patches included while subscribed
- Windows, Mac, Linux
Founding rate: 30% off, locked for life. Claim it →
- Single seat
- All core features
- BYOK (Claude, OpenAI, Gemini)
- Files stay on your machine
- No practice pack; use with your own prompts and workflows
- Windows, Mac, Linux
- Minimum 3 seats
- Everything in Professional
- All practice packs
- White-label template customization
- Email support priority
Or download free for 30 days, no card, no account required. The Advisor Practice Pack ships in the app today. Founding-list members lock in the founding rate (30% off, locked for life).
Plus your AI provider costs: you bring your own API key, so AI is billed directly by Anthropic, OpenAI, or Google, typically $5 to $15 a month for moderate use (and $0 if you run a local model like Ollama). Estimate your cost.
Advisor Prep Hero is an independent, paid product. Because everything is plain files in a folder you chose, your work is never hostage to us: if Advisor Prep Hero disappeared tomorrow, your documents stay exactly where they are, readable in any text editor. Back them up the way you back up everything else.