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AI Meeting Analysis
Meeting summaries, MIS, a 13-pattern behavior engine, action items, revenue opportunities, follow-up drafts, and compliance outputs.
Practice intelligence · Compliance-governed
Every client conversation becomes intelligence your firm can act on—and defend.
Meeting capture is the data source. Practice intelligence is the product.
Built by a practicing RIA operatorPractice-based pricingDesigned for supervisory review
Anonymized product preview
Anderson Household · Annual Review
82MIS
Meeting summary
The client is evaluating an earlier retirement date, wants additional downside clarity, and raised a beneficiary update that requires follow-through.
Actions created3 approved
Prepare retirement-income comparisonAdvisor
Confirm beneficiary update workflowService
Document risk discussionReview
Revenue opportunities
Outside retirement plan reviewMedium probability
Estate-planning coordinationQualified
How RIAX works
One meeting triggers the entire system.
You meet with clients the way you do today. RIAX converts the conversation into governed intelligence that compounds across the practice.
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Meeting signalCaptured from your existing workflow.02
MIS + behaviorsQuality, context, and coaching.03
Client healthRelationship signals joined across systems.04
Priority tasksOwners, due dates, and source preserved.05
Compliance reviewIssues routed to the right reviewer.06
Firm visibilityLeadership sees patterns, not isolated notes.InputGoverned processingIntelligence output
Four core modules
A connected operating layer—not a collection of adjacent features.
The Compliance Dashboard sits across the platform as a firm-level oversight layer.
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Task Command Center
AI-generated, CRM, and manual tasks in one Kanban board, with configurable one-way or bi-directional CRM synchronization.
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Client Health Scores
Household-level scoring across engagement, service, compliance, meeting quality, portfolio data, and relationship signals.
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Unified Calendar Hub
Google Calendar, Outlook, Calendly, and connected CRM calendars unified into one operational view.
Platform-wide oversight
See the CCO workflow →AI Meeting Compliance Dashboard
Firm CCOs can review compliance scores, meeting flags, advisor trends, pending reviews, false positives, and audit history from one supervisory surface.
Behavior intelligence
Sentiment tells you how a sentence sounds. Behavior tells you how a client tends to decide.
RIAX evaluates 13 advisor-relevant behavioral patterns: four positive, six concerning, and three neutral. The public site explains the capability without publishing the prompt logic, thresholds, or scoring rules that power it.
4Positive patterns
Signals that support trust, implementation, and long-term engagement.
6Concerning patterns
Signals that may indicate flight risk, emotional decision-making, or service friction.
3Neutral patterns
Communication preferences and decision styles that shape the advisor response.
Security and governance
Built for firms that need to know where the output came from.
RIAX preserves source context, uses server-side permissions, and supports human review. It is designed to assist supervisory and recordkeeping workflows—not guarantee compliance outcomes.
SOC 2 Type 1 in progress
The audit program is underway; RIAX does not represent itself as certified until the report is complete.
Independent penetration test
Penetration testing was completed in May 2026, with production security controls continuing to evolve.
Governed infrastructure
AWS production Kubernetes, encryption at rest and in transit, PII-redaction workflows, and AI analysis through governed third-party services.
Use one real meeting—not a canned demo.
The fastest way to evaluate RIAX is to compare the output with your memory of what actually happened in the room.