RIAX connects to your CRM, portfolio system, and calendar — then surfaces the compliance risks, at-risk clients, and revenue opportunities hiding in your data.
Built by a 25-year practicing advisor, not a dev team that read about RIAs. Every feature exists because an actual advisor needed it.
Redtail, Orion, Zoom, Outlook — they're full of client data you're not using. Here's what changes when RIAX reads all of it.
Every module surfaces intelligence an advisor can act on immediately. No feature exists to check a box — they all earn their place.
Behavioral classification across 12 patterns. Meeting Intelligence Score. Automated follow-up emails. Revenue opportunity detection. Compliance flags with CCO alerts. SEC 204-2 documentation — all generated before you leave the call.
Every client scored across engagement, compliance, revenue, and service quality. Tiered breakdowns show exactly which factors are driving each score. Risk flags trigger automatically. No more guessing who needs attention.
AI-generated tasks from meetings, CRM-synced tasks, and manual entries — all on one Kanban board. Every task shows its source, owner, due date, and status. Filter by client, priority, or team member.
Google Calendar, Outlook, Calendly, and your CRM calendar (Redtail, Salesforce, Wealthbox) — unified. Calendar intelligence surfaces scheduling patterns, coverage gaps, and upcoming client touchpoints.
RIAX doesn't just document meetings — it monitors every client interaction for compliance violations, generates SEC 204-2 compliant records, and alerts your CCO before issues become findings. Generate audit-ready reports with one click.
Explore Compliance FeaturesFounder's Rate — first 100 practices, locked 24 months. All 4 modules. Up to 10 users.
Compare: Per-seat competitors charge $500–$625/month for a 5-advisor firm — for meeting notes only.
No rip and replace. RIAX wraps your existing tools in intelligence.
We read your meetings, your portfolios, and your client signals — then tell you what to do about them. Think of us as the smartest associate you never had to hire.