Early access · Fidmatic OS for independent investment advisers

Your back office, handled for you.

Fidmatic OS is the fiduciary back office operating system for independent investment advisers. It automates the back office: it plugs into the tools you already pay for, hands the routine work to an agent, and keeps compliance inside the work. Drafts wait for your approval.

Take the guided tour

Email and calendarAvailable now CRMEarly access CustodianPlanned PortfolioTell us yours Financial planningPlanned WebsiteBuilt in · Early access LeadsBuilt in · Early access

Missions in progressSample data

Draft a reply to M. Chen

18%

Open the Okafor household

38%

Collect documents from the Garcias

62%

Available now Early access Planned Illustration with sample data. The tags show what works today. Dark icons are built in.

How it works

Plug in. Hand off. Review.

Prefer to click through it yourself? Take the two-minute guided tour. No account needed.

1
Plug in

Connect the tools you already pay for. You sign in to your own accounts, and you can disconnect any tool in one click.
2
Hand off

Give the agent a mission, such as opening a new client. It works across your tools, and you can watch each step.
3
Review

Drafts wait for your approval. A step that needs evidence stops at a gate until the evidence exists.

Your tools

GGmailEmailNot connectedIn sync

OOutlookEmailNot connectedIn sync

DGoogle DriveDocumentsNot connectedIn sync

You can disconnect any tool in one click.

Missions in progress

Open the Okafor household

86%

Collect documents from the Garcias

64%

Draft a reply to M. Chen

100%

Each step is written to a log you can read.

Draft for your approval

GTo M. Chen · Re: required minimum distribution

Hi Mary, thanks for your note. Based on your account balances at year end, your required minimum distribution for this year is on the attached schedule. I can set up the transfer once you confirm.

ApproveApprovedEdit

Form CRS deliveredGate passed

Nothing sends until you approve.

Your tools

Bring in the tools you like.

Fidmatic OS connects by Slot, so you choose the tool that fills each one. Here is where each stands today.

Available now Early access Planned Tell us yours

Email and calendarClient conversations and meetings

GmailAvailable nowOutlookAvailable nowGoogle CalendarEarly access

DocumentsWhere client files are kept

Google DriveAvailable nowFidmatic vaultAvailable now

CRMWhere the client record lives

Fidmatic client recordAvailable nowWealthboxEarly accessRedtailPlanned

CustodianAccounts, positions, transactions

SchwabPlannedAltruistPlanned

Financial planningPlans and projections

RightCapitalPlanned

PortfolioModels and rebalancing

Tell us which tool you useRequest

E-signatureAgreements and signatures

DocuSignPlanned

Your AIThe assistant you already use

Claude and other MCP clientsAvailable now

Built into Fidmatic OSNo extra tool needed

WebsiteBuild it, and we host it

Website builderEarly accessHostingEarly accessYour own domainPlanned

LeadsCollect enquiries, reply from one place

Lead form on your siteEarly accessReplies drafted for your approvalEarly accessLead to funded accountPlanned

Client fee billingThrough your own billing tool

Bill through your billing toolPlanned

Missions

What your agent actually does.

Three routine jobs, handled step by step while you stay in control.

Open a new client

The agent runs the client launch: the agreement, the KYC request, and disclosure delivery. A step can't close until its evidence exists.

New client launch · Okafor household

Advisory agreement signed

KYC on file

Form CRS deliveredWaiting at a gate

Custodian application

Draft the reply

It writes the email from the client's record. The draft waits in your Inbox, and nothing sends until you approve it.

Inbox · Draft for your approval

GTo D. Garcia · Re: account transfer

Hi David, the transfer paperwork is ready. Here is what happens next, and the date you can expect the funds.

ApproveEdit

Collect the documents

It sends the client an upload link and files what comes back into the household's vault, so nothing sits in an email thread.

Garcia household · Vault

PDriver licence.pdfReceived

PStatement, Schwab.pdfReceived

PTrust document.pdfRequested

Compliance

Compliance happens inside the work.

A step can't be marked complete until its evidence exists, so the record is complete when the work is.

Disclosure delivery: ADV Part 2A and 2B, Form CRS, and the privacy notice
KYC on file and the client's acknowledgment before onboarding closes
Deadlines for ADV amendments, brochure redelivery and the annual review
An exam packet with deliveries, deadlines and decisionsEarly access

Your data

Plain answers about your data.

No badges. Just what Fidmatic OS does today.

You connect accounts you already own, and you can disconnect any tool in one click.
Sign-in details and Social Security numbers are stored encrypted.
Emails your agent drafts wait for your approval.
Every call your AI client makes is logged, including the ones we refuse.
Two-step sign-in is available for your team.

FAQ

Questions advisers ask.

Who is Fidmatic OS for?

Independent US investment advisers: RIAs and IARs at firms of fewer than ten people. That includes solo advisers and people starting a firm.

Do I have to replace my tools?

No. Fidmatic OS connects to the tools you already pay for. It also has its own client record, if you want your households in one place.

Which tools work today?

Gmail, Outlook and Google Drive work today. Wealthbox and Google Calendar are in early access. The others are planned. The list above shows the status of each one.

Can I use my own AI?

Yes. You can connect your own Claude, or another AI client that supports MCP, with access you control. You can switch the access off at any time.

Can Fidmatic host my website?

Building and hosting your site are in early access. Using your own domain is planned. Each page goes through a check before you publish it.

Do you take payments from my clients?

No. Fidmatic OS does not move money. It works with your own billing tool: it reads the status of each fee, and asks that tool to bill once you approve. Billing is planned.

What does it cost?

We are setting pricing together with early firms. Book a demo, and we will walk you through it.

Do you hold a security certification such as SOC 2?

Not yet. We would rather say so than imply it. On a demo, we can walk you through how your data is handled.

Is it live?

Fidmatic OS is in early access. We onboard firms one at a time, and it starts with a demo.

See Fidmatic OS with your own tools.

Book a demo. Bring the tools you use, and we will show you how they fit together.