Keep every client relationship organized from first meeting to annual review. Ops-Deck is the all-in-one business platform built for local service companies with 1–15 employees.
6 months free · $1,000 cash at $1M ARR · Toyota Tacoma giveaway · $1 holds your spot
Maintain detailed profiles for every client — goals, risk tolerance, plan history, and next review dates.
Log meeting summaries and automatically generate follow-up task lists. Never let an action item fall through.
Send digitally-signed engagement letters and fee agreements before starting work. Protect your practice.
Set up recurring retainer billing and collect AUM fees automatically. Reduce AR and stop chasing invoices.
Most financial planning businesses in Maputo juggle scheduling software, invoicing tools, a CRM, payment apps, and more. Ops-Deck replaces all of it — and connects the pieces automatically.
Every founding member gets the full trifecta. $1 activates your spot and locks in $49/mo forever.
$1 activation fee · $49/mo locked forever · Cancel anytime