Lexi knows every client, every email, every call. Ask who needs attention. Draft outreach for 47 clients in seconds. Never let a hot lead go cold again.
Credit card required · No charge until Day 8 · Cancel anytime
See all features ↓Credit card required · No charge until Day 8 · Cancel anytime · No demo call needed
Redtail and Wealthbox were built in a different era. They store contacts. Opus 86 thinks with you — learning your practice, surfacing what matters, and handling what doesn't.
Lexi handles the busywork — drafting emails, prepping for meetings, flagging who needs attention — so every hour you save goes back to client relationships.
Because Lexi lives inside your CRM, every response is informed by real client data, notes, call logs, and history. Not generic. Not guesswork. Yours.
No demo call. No onboarding project. No six-figure implementation fee. Sign up, import your contacts, and you're running — today.
Built around the way financial professionals actually work — not retrofitted with AI as an afterthought.
Lexi isn't a search bar — she's a thinking partner with full context of your entire practice. Ask her anything. She also holds on to the personal details that make clients feel truly known.
Capture the personal details that make clients feel known — kids' names, life events, upcoming milestones — and Lexi surfaces them automatically before every meeting.
Record captures your client meetings, transcribes every word, and ties it directly to the client record — so nothing falls through the cracks and you can stay fully engaged with the person in front of you.
Opus 86 syncs your email directly — no switching tabs, no copy-pasting. Every email to and from a client is attached to their record automatically.
Google Calendar, Outlook, Apple Calendar, and Calendly — all synced into Opus 86's week view. Color-coded by source, always up to date.
Build workflows that trigger tasks, reminders, and follow-ups based on client events — so nothing slips through the cracks even on your busiest days.
Live quotes, a scrolling market ticker, and market context — all inside Opus 86, so you're never switching to a different app to check a price mid-conversation.
Redtail moved to per-user pricing in 2026. A 3-person team now pays $177/month — with zero AI. Opus 86 is $29.99 flat.
| Opus 86 | Redtail | Wealthbox | |
|---|---|---|---|
| Price | $29.99/mo flat | $39–$59per user/mo · 3 users = $117–$177/mo | $45–$65per user/mo · 3 users = $135–$195/mo |
| Pricing Model | Flat fee — unlimited users | Per user — grows with team | Per user — grows with team |
| Free Trial | 7 daysCredit card required · cancel before Day 8 | 30 daysNo credit card required | 14 daysNo credit card required |
| Self-Serve Signup (No Demo Call) | ✓ | ✕ | ✕ |
| AI Chat Assistant (Ask anything) | ✓ | ✕ | ✕ |
| Meeting Recorder & Transcription | ✓ | ✕ | ✕ |
| AI Email Drafting (bulk & individual) | ✓ | ✕ | ✕ |
| Built-in Email (IMAP / inbox) | ✓ | ✕ | ✕ |
| Live Market Data + AI Alerts | ✓ | ✕ | ✕ |
| Compliance Note Logging (timestamped) | ✓ | ✓ | Basic |
| Google Calendar Sync | ✓ | ✓ | ✓ |
| Contact Management | ✓ | ✓ | ✓ |
| Workflows & Automation | ✓ | ✓ | ✓ |
| Phone / Call Integration | ✓ | Limited | Limited |
Redtail pricing reflects 2026 per-user model (Launch $39/user · Growth $59/user). Wealthbox $45–$65/user/mo. Sources: vendor websites May 2026.
It actually feels like having an assistant who knows every single client. I asked it who I hadn't talked to in 60 days and it gave me a list with context. That would have taken me an hour in Redtail.
Opus 86 is built on Supabase and Vercel — both SOC 2 certified platforms. Your client data is encrypted, isolated, and never sold.
All data encrypted in transit and at rest. Every user's data is fully isolated.
Hosted on Supabase and Vercel — both independently SOC 2 certified.
Zero Data Retention with Anthropic — client data sent to Lexi is never stored.
Your client data is yours. It is never sold, shared, or used for any third-party purpose.
No sales call needed to get answers. Here's what advisors ask us most.
Redtail and Wealthbox were built before AI existed. They store contacts. Opus 86 thinks with you — surfacing who needs attention, drafting outreach, transcribing meetings, and turning market moves into client conversations.
The practical difference: Lexi has full context of your entire practice — every client, every email, every call, every note. Ask "Who hasn't heard from me in 90 days with over $1M AUM?" and get an answer in seconds. Redtail can't do that. Neither can Wealthbox.
And the price: Redtail moved to per-user pricing in 2026. A 3-person team now pays $117–$177/month — for a CRM with zero AI. Opus 86 is $29.99/month flat, unlimited users, with Lexi built in. That's not a small difference.
Opus 86 is built on Supabase and Vercel, both of which are independently SOC 2 certified. All data is encrypted in transit and at rest, and every professional's data is fully isolated — your client records are never shared with or visible to any other user.
For AI specifically: client data sent to Lexi is processed through Anthropic's API with Zero Data Retention — meaning it is not stored, logged, or used for model training. We recommend advisors review AI usage with their compliance officer or broker-dealer, just as they would any new software tool. Opus 86 is affiliated with Arete Wealth Management and was built with compliance requirements in mind.
Yes. Opus 86 supports CSV import for contacts, so you can export from your current CRM and import directly. Redtail, Wealthbox, Salesforce, and most other CRMs support CSV export. If you need help with the migration, reach out to us at info@opus86.com and we'll walk you through it.
Yes, a credit card is required to start. You will not be charged until Day 8. Cancel any time before then and you owe nothing — no questions asked.
The trial gives you full access to Opus 86 with no feature restrictions — Lexi AI, email sync, calendar, Record, workflows, market data, all of it. We ask for a card upfront because we're confident that once you use Lexi for a week, you won't want to go back.
If you subscribe before June 1, 2026, your rate locks in at $29.99/mo permanently — even as the standard price rises to $49.99.
No. Opus 86 is fully self-serve — sign up, set up your account, and start using it in minutes. No demo call, no onboarding project, no waiting for a sales rep to respond. That's intentional. We believe advisors should be able to evaluate software on their own time, not ours.
If you do want to talk through the product or have questions, you're welcome to reach out at info@opus86.com.
Lexi Memories lets you capture the personal details about clients that don't fit neatly into a form field — things like "David's daughter starts college this fall" or "Patricia prefers not to discuss politics" or "The Garcias recently moved to Scottsdale." You can write these as natural notes, and Lexi surfaces the relevant ones automatically before meetings, during prep, and when you ask about a client.
The goal is to make every client feel like your most important client — because Lexi never forgets the things that make the relationship personal.
Opus 86 supports any email provider that offers IMAP access — which includes Gmail, Outlook/Office 365, Yahoo Mail, Titan, and most professional email hosts. If your email is hosted through your broker-dealer or an enterprise provider, as long as IMAP is enabled you can connect it to Opus 86.
No per-seat fees. Opus 86 is a flat $29.99/mo (rising to $49.99 after June 1, 2026) per practice account. Whether you're a solo RIA or a small team, the price is the same. Enterprise pricing for larger teams is available — contact us at info@opus86.com.
"Opus" is Latin for a great work — the term composers use for a defining piece. The work you put your name on.
"86" is 86th Street — where this was first sketched in New York. And the verb chefs use for good: "86 the busywork."
No tiers, no seat fees, no add-ons. Everything in Opus 86 is included at one flat rate.
Credit card required · No charge until Day 8 · Cancel anytime
Credit card required. Cancel anytime. Lock in $29.99/mo forever when you subscribe before June 1.