Intake
Inquiries answer your qualifying questions first, so the calls you take are the right ones.
A back office for advisory firms that qualifies the inquiry before you take the call.
Your time belongs with clients, not chasing prospects. Xaedros runs intake, books the right advisor, follows up and flags the prospects who go quiet.
What Xaedros runs for you, so you can stay with clients.
Booking
Prospects book onto a partner's calendar directly. No email chain to find a time.
Follow-up
Quiet prospects are flagged as they stall, with the follow-up drafted for you.
One client record
Every conversation, meeting and document request on one record.
Newsletters
Keep clients and prospects informed with newsletters from the same system.
Invoicing
Invoices and payments online, with unpaid ones followed up.
From first message to paid, so you can see every step.
The same system runs every step, so nothing falls between tools. How Xaedros works.
An inquiry arrives.
Intake questions are answered before anyone picks up the phone.
The right advisor is booked.
The meeting lands on their calendar with a confirmation.
The prospect goes quiet.
They are flagged in the morning brief with a follow-up ready.
They become a client.
Their record carries every conversation forward.
Running in a real business today, so you can see it work.
Tidy Up Services runs every lead, booking, invoice and pay run through Xaedros. The same system is set up around how your business works. Read the case study.
- 29Hours of admin back each week at Tidy Up
- 6 of 7Steps from lead to payment that run on their own
Xaedros for advisory and financial firms, answered.
Does Xaedros replace my CRM or portfolio software?
It can replace the CRM. It does not replace portfolio, planning or custody software; it runs intake, scheduling, follow-up and client communication around them.
Who reviews what goes out to clients?
Every customer-facing message is checked by an independent review gate before it is sent, and you choose what the AI may send on its own.
How much does Xaedros cost?
Xaedros Lite is $49.99 a month, charged when you start, with monthly limits. The Full plan is $499 a month after a 14-day free trial, with setup by our team and no monthly limits. Compare the plans.
Can I run it from ChatGPT or Claude?
Yes. Connect Xaedros to Claude or ChatGPT and check the calendar, look up a client or draft an invoice from the chat. See how to connect.