Built for Advisory Firms

Stop running a $600M practice on spreadsheets

GlassRatnerOS is the command center for financial advisory operations. Track engagements, manage teams, monitor pipelines, and automate the back office so your professionals can focus on what matters: the work.

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5,000+
Matters Executed
200+
Professionals
25
Years Operating
6
Service Lines

Everything your firm needs. Nothing it doesn't.

Purpose-built for restructuring, forensic accounting, and advisory operations.

Engagement Tracker

Every active matter in one view. Team assignments, milestones, deadlines, and status across all six service lines. No more hunting through emails.

Pipeline Intelligence

See your BD pipeline across partners and offices. Track referral sources, conversion rates, and revenue by practice area in real time.

Team Utilization

Know who's available, who's overloaded, and where to staff next. Cross-office visibility for 200+ professionals without the phone calls.

AI-Powered Reporting

Client status reports, QoE summaries, and engagement updates drafted automatically. Review, edit, send. Hours saved per week, not minutes.

How it works

01

Connect your operations

Import your active engagements, team roster, and client data. GlassRatnerOS structures everything into a single command center.

02

Let AI handle the grunt work

Automated matter classification, client communication drafts, competitive intelligence, and utilization tracking run in the background.

03

Focus on advisory, not admin

Your professionals spend time on restructurings and investigations, not updating spreadsheets and assembling status reports.

Your firm deserves better than spreadsheets

GlassRatnerOS is being built right now. Get early access to the operating system designed for how advisory firms actually work.

Request Early Access