AdvisorHQ

The AI-powered operating system for financial advisors

The AI-powered operating system built exclusively for Compound Planning advisors — giving you leverage to scale your practice, deliver proactive advice, and keep client relationships moving forward.

NEW FEATURE

Built for proactive advisors in a reactive industry

Activity Monitor is the centerpiece of AdvisorHQ's intelligence stack. It understands what's happening across your entire book of business and translates it into clear actions. Think of it as your real-time command center: surfacing notes, reminders, and opportunities so you can stay focused on what matters most — your clients.

AdvisorHQ Dashboard

AdvisorHQ is a single place
for advisors to get work done

Centralize
Your Book

One dashboard, one source of truth. AdvisorHQ consolidates notes, emails, service requests, and account data — no more jumping between 12 different tabs, spreadsheets, and apps when preparing for a meeting.
AdvisorHQ feature 1

Automate
the Busywork

Start and end every day in AdvisorHQ. We estimate Compound Planning advisors using our AI-powered reminders and notifications can save up to 200 hours per year — which means more time to build and grow client relationships.
AdvisorHQ feature 2

Deliver
Proactive Advice

From new deposits and unsigned onboarding docs to birthdays and 90-day check-ins, Activity Monitor keeps you two steps ahead of client expectations – so you always know what to do at exactly the right time.
AdvisorHQ feature 3

What Compound Planning advisors
are saying about AdvisorHQ

Reed Nothwang profile picture
Reed Nothwang
VP, Wealth Advisor
“At my last firm, it took me hours to onboard a new client. With AdvisorHQ, it only takes me two to three minutes!”
Shannon Lynch profile picture
Shannon Lynch
Principal & Senior Wealth Advisor
“I've never had a system that actually keeps me ahead of client needs. Activity Monitor feels like having an associate watching my book 24/7.”
James Taylor profile picture
James Taylor
SVP & Wealth Advisor
“The difference between Compound and other firms I've worked at? Technology that works for me, not against me. I start and end my day with Activity Monitor in AdvisorHQ.”
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Join the RIA building the AI-poweredoperating system for financial advisors

A single platform for advisors to deliver a white glove experience at scale.

Compound may leverage artificial intelligence ("AI") to enhance operational efficiency and improve client services. Currently, however, AI is not used in our investment selection process or in formulating specific investment advice. While AI serves to augment our operations, its use introduces certain risks, such as the potential for inaccuracies, decision-making errors, and challenges related to the effective deployment of the technology. To mitigate these risks, we have implemented stringent data protection measures, including encryption, access controls, and regular security assessments, to safeguard both client and proprietary information.