The modern OS
for Advice-Only
planners.
Onboarding, plans, risk, billing, compliance, life events, and a secure client portal — one workspace, built for how Advice-Only planners actually run a practice.
James Whitfield
Replace four or five tools with one.
Stop stitching together onboarding forms, file shares, calendars, billing, and a secure portal. Anteriq ships them as one system, designed to work together.
Designed around how you actually plan.
Other software treats planners as a tax on a custody tool. Anteriq starts from the engagement — scope, deliver, bill, retain — and lets the rest fall in line.
A secure home for every relationship.
Clients see what they need, when they need it. You see signed agreements, uploaded documents, who's stalled, and unblocked work — all audit-logged.
Everything an Advice-Only
practice actually runs on.
Client onboarding
Build the exact onboarding flow your practice uses — custom questions, conditional logic, document requests, and e-signature on the engagement agreement. Clients work at their own pace in your branded portal.
Risk assessment
A modern risk profile that captures tolerance and capacity on separate axes, then maps the result to an equity band — output as a PDF for the file, and re-run at any annual review.
Billing
Flat-fee, hourly, project, or retainer — invoiced once or recurring. Collect by ACH, card, Zelle, or check, and choose which methods each client can use. ACH and card run through your firm's own Stripe account — keeping fees low and control in your hands — with receivables aged and collected-to-date in one view.
Compliance
A simple monthly compliance calendar built for Advice-Only planners — recurring tasks, state de minimis exemption tracking, plain-language record descriptions, and an event log. Tick off what's due, keep the evidence, and stay ready for an exam without the busywork.
Client engagement
See who's actually using their portal. Active, cooling, and dormant segments surface the clients who've gone quiet mid-onboarding — so you can nudge the right people before work stalls.
Life events
An age-aware view of the trigger ages that matter — catch-up contributions, Medicare, Full Retirement Age, RMDs, college glidepaths — across every household and dependent, with a firm-wide upcoming roster.
Projects
Track scope, progress, and due dates on every engagement. See what is active, on hold, or near the line — and flow finished work straight into an invoice with no double entry.
Client portal
A secure home for every relationship — carrying your firm's name and logo. Risk, questions, documents, budget, milestones, and billing in one place, in light or dark.
From first inquiry to ongoing retainer,
in one workspace.
Onboard
Custom questions, document requests, e-signature on the engagement agreement — all in your branded portal from day one.
Plan
Scope the engagement, run discovery, build the plan. Risk, budget, life events, and documents stay in sync.
Run
Invoice once or set a retainer. Track projects, manage compliance, watch who needs a nudge, keep the relationship.
Practice ahead.
Anteriq is in early release with a small group of Advice-Only firms. Request a walkthrough and we'll show you the workspace built for how you run your practice.