For independent financial advisors

See what's next.
Get it done.

Loopbook shows you your next task, gives you everything you need to complete it, and moves you on. Stop opening five systems. Start finishing your day.

Get Started
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You don't need another dashboard. You need someone to tell you what's next and walk you through how to do it.

How it works

What to do next and how to do it

01

See what's next

Open Loopbook and your next task is waiting. No digging through your CRM, your email, or your files. Just the thing you need to do right now, front and center.

02

Know how to do it

Every task comes with context: your playbook procedures, your assistant's notes, client details, and step-by-step guidance. Click in, get it done, move on.

03

Done before lunch

When you're not switching between systems and reconstructing your day from memory, everything moves faster. Work through the list. Close the laptop. Go live your life.

Built for the whole practice

Get your practice on the same page

For the advisor

Stop opening everything.
Start finishing everything.

Sit down, open Loopbook, and your day is laid out. Each task shows you the full picture: playbook steps, assistant notes, client info. You never open Redtail, dig through Outlook, or wonder what you're forgetting. Just execute.

One task at a time, fully loaded with context
Guided through each step so nothing gets missed
Never open your CRM just to figure out what's due
For the assistant / ops

Manage everything
behind the scenes

You're the one who keeps the practice running. Loopbook gives you a backend to organize the advisor's day: pull tasks from any system, attach notes and playbook procedures, prioritize what matters, and make sure nothing falls through the cracks.

Pull in tasks from Redtail, Outlook, eMoney, anywhere
Add context, notes, and procedures to every task
Organize the advisor's day without the 9 AM meeting
Works with everything

If it's on your screen, Loopbook can read it

No integrations to set up. No API keys. No IT department. Loopbook works with whatever you already use.

Redtail
Outlook
eMoney
Wealthbox
MoneyGuidePro
Salesforce
Excel
+ anything on your screen
Privacy & security

Built for a regulated industry

Your data stays yours

Loopbook processes locally. Your screen content, client data, and files are never uploaded to external servers.

PII automatically redacted

Social Security numbers, account numbers, and sensitive client data are detected and stripped before anything is processed.

Reads your screen, not your data

Loopbook extracts tasks and context from what's visible. It doesn't store screenshots or access anything behind the scenes.

You're always in control

Loopbook surfaces and organizes. It never sends emails, files documents, or takes any action on your behalf.

“

I used to spend the first hour figuring out what to do. Now I open Loopbook, see what's next, and just go. I'm done by noon most days.

— Independent financial advisor

Stop opening everything.
Start finishing everything.

Sign up and we'll get you started with Loopbook.

We'll reach out within 24 hours to get you set up.

You're in

Download Loopbook and you'll be up and running in under a minute.

Download Loopbook

Install in 4 steps

1 Unzip the loopbook-extension folder you just downloaded
2 Open Chrome and go to chrome://extensions
3 Turn on Developer mode in the top right corner
4 Click Load unpacked and select the unzipped folder

Click the Loopbook icon in your toolbar to open the side panel.