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👋 Welcome to CanyonOps.

CanyonOps is the practice management OS built for modern financial advisors — the system of record for your clients, your team, and the work that keeps your firm running. This page is your home base for getting started, getting better, and getting unstuck.

New here? Start with the Quick Start below. Already in the product? Jump to the how-to library or check What's New.

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🚀 Quick Start

Follow these four steps in order — most firms are up and running in under an hour.

1. Import your contacts → Get your households into CanyonOps so everything else has somewhere to live. ▶ Watch: How to Import Contacts
2. Set up your service tiers → Define what each client segment gets from your firm. This is the foundation that drives every task and workflow. ▶ Watch: How to Set Up and Customize Service Tiers
3. Build your task bundles → Group recurring work (annual reviews, onboarding, RMDs, etc.) into reusable bundles you can fire off in one click. ▶ Watch: How to Use Task Bundles
4. Run your week through Tasks → Tasks is the engine. Assign, track, and complete the work that keeps clients delighted. ▶ Watch: Getting the Most Out of Tasks

💡 Tip: The four Looms below cover everything in this checklist. Watch them in order on your first day — most advisors say it's the fastest way to "get it."

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❓ Frequently Asked Questions

Tip: In Notion, each FAQ below works best as a toggle block. After pasting, select each **Q:** line and press /toggle — then drag the answer underneath.

Q: What is CanyonOps, in one sentence? CanyonOps is the practice management operating system for financial advisors — built to replace the patchwork of CRMs, task trackers, and spreadsheets most firms run on today.

Q: Who is CanyonOps for? Independent RIAs, multi-advisor firms, and solo practitioners who want a single source of truth for their client work. We're especially well-suited to firms running a tiered service model who need their team executing consistently across every household.

Q: How is CanyonOps different from a CRM? A CRM stores information. CanyonOps drives action. We integrate your client data, your service model, and your team's workflows into one system — so the right work gets done for the right clients at the right time, without anyone having to remember.

Q: Is my client data secure? Yes. CanyonOps is built on a production-grade stack with enterprise-level security practices, encrypted data at rest and in transit, and a compliance evidence layer that gives your CCO an audit trail of every action taken in the system.

Q: Can I import data from my current CRM? Yes — and the How to Import Contacts guide above walks through it. If you're coming from Wealthbox, Redtail, or Salesforce, reach out and we'll help with the migration.

Q: How much does CanyonOps cost? Beta firms have access at a special founding rate.

www.canyonops.ai/pricing