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MURAGE

An AI Chief of Staff and a team that does the work. Free and open source, from Ferrox Labs.

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© 2026 Ferrox Labs. Murage is open source under AGPL-3.0.
AI for financial advisors

More time with clients. Less time on the paperwork around them.

Meeting prep, recap notes, research summaries for your own reading, newsletter drafts for compliance review and the inbox. Murage drafts the admin and does the reading. It gives no advice to your clients.

Download Murage

Free and open source. macOS, Windows and Ubuntu.

An example view. The teams are real, from the library. None of them is running yet.

Murage · Financial advisors
Chief of Staff5 teams ready to import

Teams

Daily BriefingSort your concerns through operational, financial, sales, and risk perspectives to identify today's most important next step.
Reply DeskSort the queue, prepare replies in your voice, and flag promising sales conversations for follow-up.
Editorial NewsroomPlan issues and series, research and draft content, and review performance to decide what to publish next.
Back-Office CrewTurn operational issues into a prioritized daily action list with financial context and clear follow-ups.
Business / TeamGet a scoped brief, a working draft, and a review that separates evidence from assumptions and open decisions.
A grey-bearded financial adviser in a blue shirt reads printed notes with a pen at an old oak desk in a book-lined office, an orange mug beside him, before a client meeting.

Where the week goes.

  • Prep before every review. Pulling notes, last meeting’s actions and life events into one page, for every client.

  • Notes after every meeting. The meeting ends. The notes and follow-up take another half hour.

  • Too much to read. Research, commentary and rule changes arrive faster than you can read them.

Hand this off first: review-meeting prep

“Before each client review this week, give me a one-card brief from my notes: last meeting’s actions, life events they mentioned, and open questions.”

  • From your own notes and files. It doesn’t attend the meeting.

What your team does for financial advisors.

Each job starts with one sentence to your Chief of Staff, and ends with a draft or a question for you.

  • Meeting recap

    Drafts for you to check against your compliance process.

    “Here are my notes from today’s meeting with the Garcias. Draft the internal file note and a recap email of the actions we agreed. No recommendations.”

  • Research summary for you

    Research for your reading, not advice to clients.

    “Every Monday at 7, summarize the three articles I saved and this week’s central bank statements, for my own reading, with links.”

  • Newsletter draft

    Your compliance team approves before anything goes out.

    “Draft this quarter’s client newsletter from these topics: educational, no product mentions, no recommendations. Mark it for compliance review.”

Why this team fits the work.

  • Why it fits this work

    Research for you, not advice to clients.

    Write “educational only, no recommendations” in House Rules once. Every bot reads House Rules first, and your compliance review still comes before anything reaches a client.

  • Runs the agents you already pay for.

    Claude Code, Codex, Hermes and more, each bot on the engine that suits its job. Keep the one you use; Murage puts them on one team, and you can switch any bot’s engine later.

  • Free, on the plan you already have.

    The Murage app is free. Your team runs on the AI plan you already pay for, and a busy team uses its allowance faster. Connected apps and voice use optional Flux Router credits or your own keys.

  • A team that splits the job and brings back each part.

    Your Chief of Staff hands each part of the job to a specialist, can run it on a schedule, and gives you the draft.

  • You hold the stop line.

    New bots start on Ask. On Full access, a bot stops before messaging anyone new, posting publicly, paying, or deleting outside its folder, unless you have allowed it for that task. Replies in an existing conversation go ahead on Auto and Full access. No limits turns the stop line off. On Hermes and other ACP engines, Ask and the stop line cover only what the engine asks Murage about: shell commands and file edits.

See the jobs in detail.

  • Meeting prepWalk into every review meeting already briefed.“Before each client review this week, give me a card from my notes: last meeting’s actions, life events they mentioned, and open questions.”See the job in detail
  • ResearchThe week’s reading, summarized for you.“Every Monday at 7, summarize the three articles I saved and this week’s central bank statements, for my own reading, with links.”See how it runs
  • Inbox triageOpen your inbox to drafts, not a pile.“Go through my inbox before my first meeting. Sort client messages, draft routine replies about scheduling and paperwork, and flag anything that asks for advice. Send nothing.”See how it runs
  • Morning briefOne page at 7am. Everything else can wait.“Every weekday at 7, write me one page: today’s client meetings, what came in overnight, and the one thing to do first.”See how it runs

Ready-made teams to start from.

From Murage’s library. Look inside any team before you import it.

  • Daily BriefingSort your concerns through operational, financial, sales, and risk perspectives to identify today's most important next step.
  • Reply DeskSort the queue, prepare replies in your voice, and flag promising sales conversations for follow-up.
  • Editorial NewsroomPlan issues and series, research and draft content, and review performance to decide what to publish next.
  • Back-Office CrewTurn operational issues into a prioritized daily action list with financial context and clear follow-ups.
  • Business / TeamGet a scoped brief, a working draft, and a review that separates evidence from assumptions and open decisions.

Questions about AI for financial advisors.

How can AI help a financial advisor?+

It prepares meeting briefs, drafts file notes and recap emails, summarizes research for your own reading and drafts newsletters for compliance review. It gives no advice to clients.

Does Murage give investment advice?+

No. It handles admin and research for the advisor, and every recommendation to a client stays with you.

Is it compliant with SEC or FINRA rules?+

Murage makes no regulatory compliance promise and isn’t a recordkeeping or archiving system. Run it through your firm’s compliance review before use.

Does it connect to my custodian or planning software?+

No. It works from notes, exports and apps in the connected-apps catalog, which need Flux Router credits or your own connected-apps key.

Where does my client data go?+

Files, memory and conversations are stored on your computer, not on our servers. The AI engine you choose reads what you send it, under its own terms, and any app you connect gets what a job needs. For sensitive material, a bot can run on a local model: model processing stays on your hardware, while web search, connected apps and hosted voice still use outside services.

Rather have it set up for you?

We build your first team with you, connect your tools and write your House Rules. Tell us what you need and we’ll quote before anything is booked.

Get it set up for youPartner program: apply for the founding cohort

Related industries.

  • Accountants and bookkeepers
  • Law firms
  • Insurance agencies
  • Architects and design firms
  • Coaches and consultants
  • Recruiters and staffing
  • Real estate agents
  • Property management
  • All industries

Start with one job this week: review-meeting prep.

Give your first job to Murage.

Download the free app, connect the AI you already pay for, and tell your Chief of Staff what needs doing. Plan on about ten minutes from install to a working team.

Free · Download Murage

No account needed · Runs on the AI plan you already pay for