PATH 02 — FOR ADVISORS
You built the book. Now get the machine.
You're great at clients and buried in everything else. ProsperiFi is building the platform we wished existed: an AI-native operation where established advisors hand off the middle and back office, plug into a working growth engine, and spend their hours where the trust is — across the table.
What you hand off.
The hours that don't need your license, your judgment, or your relationships — absorbed by the platform.
Service & onboarding
Account opening, transfers, paperwork, service workflows, and client communications infrastructure — run by a team whose whole job is making your clients feel handled.
Trading & rebalancing
Model management, rebalancing, trade execution, and performance reporting — disciplined, documented, and off your desk.
Planning support
CFP®-led planning horsepower behind your client work — cash-flow modeling, full balance-sheet views, and the analysis that makes your advice land harder.
Compliance-ready operations
Processes built to be examined: documentation culture, books-and-records discipline, and workflows designed with oversight in mind from day one.
What you plug into.
Not a marketing budget — a working system. The same machine that runs ProsperiFi's own growth.
Diagnostic funnels
Scored scans that open doors and book calls — the front-door system behind our own client acquisition, built to be pointed at your market.
The content engine
Newsletter, podcast, and publishing infrastructure that keeps you in front of clients and prospects without you writing until midnight.
AI-native leverage
Research, prep, and analysis running on AI systems from the ground up — so one advisor operates with the output of three.
Spend your hours where the trust is.
One conversation, fully confidential, founder to founder. Worst case, you leave with a clearer picture of your own operation.