What is FirmOS?

FirmOS is your central operating system for agency and advisor success—a single platform built to connect people, data, and processes under one roof.

We designed FirmOS to solve the challenges that slow firms down: fragmented tools, siloed teams, and lack of transparency & collaboration. Our goal? Close the gap between agency operations and the advisor experience.

Why Does FirmOS Exist?

  • Simplify Firm Operations

    FirmOS simplifies firm operations by consolidating core agency functions into one platform, eliminating fragmented tools and siloed teams that slow growth.

    It creates a single source of truth for data, processes, and people—streamlining workflows, fostering collaboration, and providing real-time visibility.

  • Better decision-making powered by data.

    FirmOS empowers firms to make smarter decisions and ask the right questions, driving business growth while creating efficient, consistent operations that reduce costs and optimize resources.

  • Improve Advisor Experience

    When departments work seamlessly together, the entire firm operates more efficiently—and advisors feel the difference. By giving advisors timely updates, clear visibility, and faster support, FirmOS strengthens relationships and empowers them to focus on what matters most: serving clients and growing their business.

How does it work?

  • House all of your CRM data under one roof. Advisors & Advisor Staff, Brokers, Agency Staff; all information you could ever want, in one place.

  • Customize the FirmOS platform to fit each departments ideal process. Once customized, migrate daily operations into FirmOS.

  • When departments collaborate effortlessly, the whole firm runs smoother—and advisors experience the impact. FirmOS delivers timely updates and transparent insights, freeing advisors to focus on what truly matters.

Platform Features & Functionalities

  • Database for Agency Personnel Contact Info​

  • Database for Advisor Production Data​

  • Firm Wide Reporting and Analytics​

  • Automated External Communications to Advisors, such as Production Reports, Contract Qualifications, etc.​

  • Internal Tracking for New Business Case Flow & Management

  • Internal Tracking for Financial Planning Cases & Renewals

  • Tracking Revenue Opportunities with Advisors

  • Submitting Marketing Requests to the Marketing Team

  • Submitting Technology Tickets to the Tech Team

  • Streamlined Advisor Recruiting & Candidate Pipeline Management

  • HR Capabilities such as Tracking & Onboarding New Staff Hires​

  • Tracking Attendance for Agency Events & Experiences

  • Compliance Capabilities such as Detached Office/ Personal Interview Tracking

  • Contracting & Licensing Capabilities

  • Database for Brokerage Contacts & Operations

  • Location to House Departmental “Traction/Rock” or “L10” Reports

Check out FirmOS
for yourself!

Want to learn more?

Our Story

Built by a MassMutual agency, for MassMutual agencies.

The FirmOS team, as it exists today, began as a thought experiment at Commonwealth Financial Group, MML AGY 008 in Boston. We started with a question familiar to many firms: How can we overcome fragmented systems, limited cross-department collaboration, and a lack of transparency across the agency?

Our goal was to leverage innovative technology to create a better way to house our data and improve tracking. After years of iteration, the FirmOS platform has become our solution—designed to interconnect the broader operational ecosystems within a MassMutual agency.

With support from the MassMutual Home Office, the FirmOS team has since grown into its own entity within Commonwealth Financial Group, dedicated to sharing our platform with other MassMutual agencies for the collective benefit of all.

Contact us.

Want to learn more about how FirmOS can help your firm reach its goals? Use the form below to contact the FirmOS team.