The platform independent advisory firms build on.

Grow, advise, serve and comply on one platform, with Mason inside.

Every firm worth owning is built in layers. One client, one meeting, one year at a time.

Today

A stack of tools that were never meant to work together.

  • CRM
  • Notetaker
  • Email marketing
  • E-signature
  • Client portal
  • Document vault
  • Archiving
  • Compliance spreadsheet
  • Planning software
  • Scheduling
  • Task tracker
  • Prospect lists
  • Meeting prep docs
  • Shared inbox

Staq is the layer underneath. Every client, meeting and message, under one set of rules.

The platform

One platform.
Four jobs.

Each part does one job. All four share one record, one set of rules and Mason.

Grow

Find them first.

Advise

Walk in ready.

Serve

A portal they’ll open.

Comply

Compliance, built in.

Staq Grow

Find them first.

Staq spots the moments that start a relationship, then tells you who to call and what to say.

  • Signals
  • Referrals
  • Letters
  • Pipeline

Staq Advise

Walk in ready.

A brief before, notes during and the follow-up after, so you stay in the conversation.

  • Briefs
  • Notes
  • Follow-ups
  • Records

Staq Serve

A portal they’ll open.

Their money, goals, documents and advisor in one place, with your name on the door.

  • Your portal
  • Goals
  • Documents
  • E-signature

Staq Comply

Compliance, built in.

Your rules run inside every draft, letter and meeting, and every step is kept.

  • Your rules
  • Reviews
  • Archive
  • Audit trail
A painted rammed-earth wall of ochre, rust and claret layers

Staq Grow

Find them first.

Staq spots the moments that start a relationship, then tells you who to call and what to say.

  • Signals
  • Referrals
  • Letters
  • Pipeline
A painted plaster room with two green chairs facing each other

Staq Advise

Walk in ready.

A brief before, notes during and the follow-up after, so you stay in the conversation.

  • Briefs
  • Notes
  • Follow-ups
  • Records
A painted doorway through a thick claret wall, with daylight falling through

Staq Serve

A portal they’ll open.

Their money, goals, documents and advisor in one place, with your name on the door.

  • Your portal
  • Goals
  • Documents
  • E-signature
A painted brass plumb bob hanging still in front of a sage stone wall

Staq Comply

Compliance, built in.

Your rules run inside every draft, letter and meeting, and every step is kept.

  • Your rules
  • Reviews
  • Archive
  • Audit trail

The AI inside Staq

MasonAI does the work. You make the calls.

Named for the people who build in stone, Mason lays the groundwork one careful layer at a time. Nothing it makes leaves without your approval.

A painting of a half-built claret stone wall with a trowel resting on top and a taut string line

After the meeting

You take the notes. Mason takes it from there.

Dana W. — Thurs 10am

52 · Cascade, 22 yrs!!

401k — dist. req 9/18?

LAKE HOUSE — June ’27

retire ~62

wants it SIMPLE

roll it all over?? ask compliance

call back re: options →

send fee sheet

MasonAITakeaways · WritingReady, 10:52 am41 min

Dana Whitfield · rollover review

  1. Who

    Dana, 52. Twenty-two years at Cascade Mills.1

  2. What she wants

    A lake house by June 2027, retiring at 62, and to keep it simple.2

  3. Before you recommend

    Compare her options in writing first.3

  4. Next

    Her options, side by side. Drafted and waiting for you.4

  1. Plan record
  2. Your notes, Oct 2
  3. Your firm’s rules
  4. Drafted by Mason
Sample. People and firm are illustrative.

Four promises.

  • Your approvalApprove
    Drafts, never sends.

    Nothing reaches a client until someone at your firm approves it.

  • A lake house by June 20271

    1 · Your notes, October 2
    Shows its sources.

    Every fact in a draft points back to where it came from.

  • NotesTranscriptRecording
    Recording is your call.

    Notes only, a transcript or a full recording, set by your firm.

  • Your data stays yours.

    Your clients’ data never trains a model.

Who it’s for

For the whole firm.

Founders, advisors, operations and compliance, from your first client to your five-hundredth advisor.

Starting a firmOpen on day one with everything in place.
Growing RIAsAdd advisors, not software.
Enterprise firmsOne standard across every office.
Retirement plan advisorsHelp the people leaving your plans.

Books and records

Every word, on the record.

Every draft, edit and approval is kept with the client it belongs to, ready the day someone asks.

A painting of a wall of oak card-catalog drawers with brass pulls, one drawer half open
Dana WhitfieldFollow-up letter · Oct 29, 2026

Your options for the Cascade Mills 401(k), side by side, and what each means for the lake house.

  1. Drafted by Mason9:12 am
  2. Checked against your rules9:12 am
  3. Approved by Maya Okafor, CFP®9:21 am
  4. Sent, and kept with Dana’s record9:21 am

Sample record. People and firm are illustrative.