One login.
The whole practice.

Ocho Tools puts the eight jobs of running an advisory business in one place, and gives you an assistant that has read more about running a practice than any consultant you could hire.

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.

Your client data never trains a shared model. 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

Beta pricing for the founding group. Locked for two years for advisors who join now.

Solo

$149 a month

All eight modules, the assistant, imports, one advisor seat, unlimited households.

Best for advisors under $150M.

Practice

$349 a month

Everything in Solo for up to five seats, staff roles, compliance approvals, marketing done with you monthly.

Best for one to three advisor teams.

Premium

From $899 a month

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

Best for advisors who want growth done for them.