Specialized AI tools for independent advisors that work alongside the CRM and host agency you already use — plus Compass, a marketing strategist built on your real business, not templates.
Join the founding betaA small first group of advisors. Founding-member pricing.
Not a chatbot with a travel skin, and not another CRM to switch to. Each tool does one advisor job well.
A personal pre-trip preparation guide for every client — weather, entry rules, flights and what-if plans — written calmly, in your name. The kind of care clients tell their friends about.
Compass looks at your numbers, your story and your town, then gives you five specific local marketing plays ranked by bookings per hour — with real partners, fact-checked, and a monthly check-in to keep you on track.
We're opening MyCoddi to a small group of advisors first, then building the next version around what you tell us.
Takes about a minute. No payment needed to join the list.
An assistant that keeps an eye on each booked trip — travel advisories, entry-rule changes, weather — and drafts a calm note to your client for you to approve. You stay the expert in the loop.
No. MyCoddi works alongside whatever you already use. Most advisors get their CRM through their host; MyCoddi adds the AI tools those don't have.
Each tool is built for one advisor job, knows what a good proposal or pre-trip briefing looks like, and saves your work by client. Compass researches your actual town and fact-checks the partners it suggests.
Plans start at $199 a year, or $19 a month. Founding beta members keep 35% off their plan for as long as they stay subscribed. See plans and prices.
The founding beta is running now, and public sign-ups open November 10. Request a spot and we'll email you when yours opens.
No. MyCoddi is a software subscription. Your commissions stay yours.