AdvisorOS

Operating

Practice and compliance software for South African financial advisers, automating intake, needs analysis and Record of Advice.

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About AdvisorOS

AdvisorOS is practice software for financial advisers regulated by South Africa's FSCA. It handles the work between client meetings: intake, needs analysis, quote comparison and the Record of Advice pack. Every figure it produces keeps its source, so advice records remain traceable years later.

Client data is stored in South Africa on AWS Cape Town. AdvisorOS is not an authorised financial services provider and gives no financial advice itself. Advisers can request founder access. The company is based in Cape Town.

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Frequently asked about AdvisorOS

Where is AdvisorOS based and when was it founded?
AdvisorOS is headquartered in Cape Town, South Africa and was founded in 2026.
What sector is AdvisorOS in?
AdvisorOS operates in FinTech, SaaS and Artificial Intelligence.