Simple, Transparent Pricing

Every plan includes the full platform — service calendar, trigger engine, compliance evidence packs, AI assistant, and integrations. Pricing details coming soon.

Starter

0 – 75 households

Coming Soon

For solo advisors and small practices getting started with systematic service delivery.

Full service calendar

Trigger engine (9 lifecycle triggers)

Compliance evidence packs

AI assistant

Google & Outlook calendar sync

CSV import (Wealthbox, Redtail, custom)

Custom service model configuration

Schedule a Demo

Everything you need,
at every scale.

Feature	Starter	Pro	Enterprise
Core Platform
Service calendar
Trigger engine (9 lifecycle triggers)
Compliance evidence packs
Custom service model configuration
Portals
Professional portal (COI access)
Referral tracking
Proposals & prospect management
Intelligence
AI assistant
Integrations
Google & Outlook calendar sync
Wealthbox CRM integration
CSV import (Wealthbox, Redtail, custom)
Support
Email support			Priority
Phone support
Dedicated account manager
99.9% uptime SLA

See It in Action

Get a personalized demo.

We'll walk through CanyonOps with your actual service model, show how it maps to your practice, and answer every question. No pressure, no pitch deck.

Schedule a Demo →

* Testimonial shown is illustrative and does not represent a real customer quote. Real testimonials coming soon.

What Advisors Are Saying

"I was skeptical of another tool, but CanyonOps isn't another tool — it's the system I've been trying to build in spreadsheets for 10 years."

— Michael Rivera, CFP® · Rivera Wealth Partners

Bank-Level Encryption

SOC 2 Ready

99.9% Uptime SLA

Your Data, Your Control

Frequently Asked Questions

Common questions about
CanyonOps pricing and features.

What does each plan include?

All plans include the full CanyonOps platform — service calendar, trigger engine, compliance evidence packs, AI assistant, CSV import, custom service models, and integrations. Plans scale by household count so you only pay for what you need. Higher tiers add features like the professional portal, referral tracking, and CRM integration. Every plan gives you the core system you need to run structured service delivery.

Is there a free trial?

We offer personalized demos so you can see CanyonOps with your actual service model. Contact us to schedule — we'll walk through how the platform maps to your practice, your tiers, and your team's workflows. No generic slide deck, no pressure.

Do you replace my CRM?

No. CanyonOps is additive — it integrates with Wealthbox, Redtail, and other CRMs. We're the execution layer that connects your existing tools. Your CRM tracks contacts and communications. CanyonOps tracks what you're actually doing for each client across every planning category, every quarter.

What integrations are available?

Google Calendar, Outlook Calendar, and Wealthbox CRM today. CSV import from Wealthbox, Redtail, or custom formats. Jump.ai integration coming soon. We're building integrations based on what our users need most — if you have a specific request, let us know.

Is my data secure?

Yes. SOC 2-ready infrastructure, AES-256 encryption, org-scoped data isolation, role-based access control, and complete audit trails. No firm can ever see another firm's data. AI interactions are logged and personally identifiable information is never exposed to AI models.

Who built this?

Jake Cazier, CFP® — a practicing advisor who manages $90M+ AUM and uses CanyonOps daily to run his own firm. This isn't theoretical software. It was built inside a real advisory practice to solve real service delivery problems, and it's used every day by the team that built it.

Have questions first?

We're happy to walk through CanyonOps, talk about your practice workflows, or just answer questions. No pitch deck, no pressure — just a conversation with the team building the platform.