Claude catalogs every tool your firm pays for, maps how your data flows, finds the overlaps and gaps, and helps you decide what to keep, replace or add. Free, with the Advicer.bio connector.
Every tool, from your vendor list (Greenboard), accounting software, card statements or just a list: what it does, what you pay, how advisors rate it.
A diagram of your tools and the integrations between them, with the connections that are missing.
Tools doing the same job, tools a platform you already pay for covers, and what similar firms have that you don't.
Keep, renegotiate, replace or add, with Joe Moss's Ultimate Stack picks first, the questions to ask vendors, a 90-day order, and an email before each tool renews if you want one.
Use it often? Download the audit as a Claude Skill and add it in Settings → Capabilities → Skills, so Claude follows the same method every time.
Next: the marketing audit, how your firm markets against the fastest-growing RIAs, with a 12-month plan, and the talent audit, how you treat your people against the firms advisors move to.
Claude sends Advicer.bio only the names of your tools and vendors, never amounts, account numbers or client details; those stay in your conversation. At the end you can choose to share what you pay, anonymously, for real-price benchmarks; nothing is saved unless you confirm it on our page. Recommendations put Joe Moss's Ultimate Stack picks first, labeled as his, then the tools advisors rate highest in the T3/Inside Information and Kitces surveys. Prices are each company's published starting prices; real contracts differ. Questions: joe@advisortechbook.com.