Intelligence that reacts before problems happen
Transform your existing tools into an intelligent command center. Perfect for individual advisors or enterprise deployments with hundreds of IARs.
No rip and replace. RIAX wraps your existing tools in AI, creating beautiful dashboards that bring together all your data in one intelligent platform.
Connect your favorite tools and watch as RIAX transforms scattered data into actionable intelligence. Our platform works with:
Deploy RIAX across your entire organization. Give your advisors powerful AI tools while maintaining complete oversight and compliance monitoring.
Deploy to hundreds of IARs with role-based permissions
Real-time compliance dashboard for all advisor activities
SOC 2, SSO, and advanced access controls
Stay fully present in meetings while AI captures every detail. Deliver personalized follow-ups and never miss important client milestones.
Create comprehensive audit trails for every interaction. Reduce exam prep time by 80% with automated documentation and reporting.
Handle 3x more clients without adding staff. Automate repetitive tasks and focus your team on high-value activities.
Bank-grade encryption, SOC 2 compliance, and role-based access controls. Your client data is protected at every level.
Intelligence that reacts before problems happen
Whether you're an individual RIA or managing hundreds of advisors, RIAX scales to meet your needs.