Ocho Tools. One place to run an advisory practice

Eight modules, one record of your practice

Each module works on its own and gets better as the others fill in. Nothing is entered twice.

Clients

Households, promises, next steps

A client record built for advisors, with every conversation, document and task attached. Imports from Redtail, Wealthbox and spreadsheets.

Planning

Plans that stay current

Life-event triggers, review reminders and client-ready summaries. Connects to eMoney, MoneyGuide and RightCapital rather than replacing them on day one.

Portfolios

Models, drift and reporting

Model assignment, drift alerts and plain-language performance reporting fed by your custodian data.

Compliance

Reviewed before it ships

Marketing Rule pre-check on every post, ad, page and email. Archive of what went out, when, and who approved it.

Marketing

Found, then chosen

Content written in your voice, a website managed for you, video bios, and a lead flow you can see in one screen.

Operations

Onboarding without the chase

Checklists, e-sign, scheduling and follow-up that run themselves and tell you only when something stalls.

Growth

The math of the practice

Revenue per household, capacity, fee benchmarks, and a fee-increase playbook with the scripts to run it.

Succession

A plan for the plan

Valuation tracking, continuity agreements and the document set your family and your clients would need tomorrow.

An assistant that knows your practice and the whole profession

Ask it how to raise fees without losing clients, what to say in a down market, how to structure a first meeting, or what the Marketing Rule allows. It answers from thousands of pieces of advisor journalism and, once you connect your data, from your own practice.

Ocho never trains a model on your client data. Every answer shows its sources.

I want to move my minimum fee to $6,000. How do I tell the eleven households below it?

Lead with the service, not the fee. Three steps advisors report work: 1) Send a short letter framing the change as a service standard that starts next quarter. 2) Offer each household one of two paths: the new fee, or a scaled-down plan-only engagement. 3) Call the five you most want to keep before the letter lands. Advisors who did this kept most households and added revenue in the same year.Sources: The Fee Increase That Added $420,000 Without Losing a Single Client; 4 Ways to Say There's a Fee for That

Plans

Priced per firm, per year, by how many households you serve. Every plan includes every seat, so bringing your team in never costs more.

Founding pricing, locked for two years for advisors who join the beta.

Solo

$1,490 a year

Up to 150 households. All eight jobs, the assistant, client and advisor questionnaires, fee billing, the compliance desk, Form CRS and brochure delivery with e-signature, testimonials under the Marketing Rule, documents with secure client uploads, Wealthbox and Calendly connections, and CRM and custodian imports. Sign-ins for everyone at the firm, with roles and two-factor.

Built for the one-advisor firm.

Practice

$3,490 a year

Up to 500 households. Everything in Solo. Includes a trust page to link from your own website.

Built for one to five advisors.

Premium

From $8,900 a year

Unlimited households, plus a managed website, monthly content, lead generation, and a Short Film Bio produced for you.

For advisors who want growth run for them.

A representative solo advisor stack costs about $16,000 a year across ten tools that do not share a record. Ocho replaces the part of it that decides whether you grow.

Ask for an invitation

The beta is for independent advisors. Tell us a little about your practice and we will reply by email.