RIAX
RIAX
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4 MODULES LIVE — 2 MORE ARRIVING MAY 2026

Intelligence That Acts
On Your Data

Every module reads your existing tools — CRM, portfolio system, calendar — and surfaces the insights hiding in your data. No more manual review. No more guesswork.

After a client meeting, RIAX automatically...

1

Transcribes & Analyzes

Full transcript with behavioral classification, compliance flags, and meeting intelligence score

2

Creates Tasks

Action items auto-populate your Kanban board with source, owner, and due date

3

Updates Health Score

Client engagement, compliance, and service quality scores recalculate in real time

4

Alerts Your CCO

Any compliance flags trigger instant alerts — documented in SEC 204-2 format

See Your Practice on RIAX

This is the platform advisors log into every morning. Four modules, one intelligence layer.

appriax.ai/dashboard
RIAX Intelligence Dashboard — live platform screenshot showing task overview, meeting activity, client health status, and calendar hub

Intelligence Dashboard

Every module, one view. Your practice at a glance — tasks, meetings, health scores, and calendar.

appriax.ai/client-health-scores
Your Clients
Manage and monitor your client health scores and relationships.
Total Clients
30
High Health
4 HIGH
Medium Health
4 MED
Low Health
22 LOW
Client NameTypeHealth ScoreUpdated
Jim & Pam HalpertClient55 - GOODMar 16
Chandler BingClient48 - FAIRMar 15
Monica GellerClient47 - FAIRMar 15
Phil & Claire DunphyClient43 - FAIRMar 16
Marshall EriksenClient36 - AT RISKMar 16
Turk & Carla TurkClient36 - AT RISKMar 16

Client Health Scores

Every client scored across CRM data, portfolio data, meeting history, and service quality. Zero data = zero points.

appriax.ai/meetings/completed
Completed Meetings
View all completed and processed meetings.
EA
Eric & Donna Forman Tax Review
📅 Mar 13 · ⏱ 10:30 AM · 28 min · 🎥 Zoom
Collaborator Compliant Completed
86
MIS
6F
Recurring Team Stand Up
📅 Mar 12 · ⏱ 1:30 PM · 1h 26m · 💻 Teams
Implementer Compliant Completed
78
MIS
JG
Ted & Robin Mosby — 10:15 Review
📅 Mar 11 · ⏱ 10:15 AM · 33 min · 💻 Teams
Implementer Compliant Completed
68
MIS

AI Meeting Analysis

Every meeting transcribed, scored, and classified. Behavioral flags, compliance checks, and follow-up tasks — automatically.

appriax.ai/tasks/kanban
Kanban Board
Organize and manage tasks with a visual kanban board.
To Do 5
AI Generated
34
Send meeting summary to the Dunphys
📅 Feb 17 · APPROVED
SK
JM
AI Generated
34
Confirm annuity withdrawal amount
📅 Mar 8 · APPROVED
JD
Test 0
No tasks in this column
In Progress 11
CRM
39
Forman marketing docs to be completed
📅 Mar 1 · APPROVED
AH
UC
AI Generated
19
Schedule follow-up proposal review
📅 Feb 3 · DRAFT
CB
In Review 1
AI Generated
20
Escalate to compliance officer immediately
📅 Feb 2 · DRAFT
JS
Completed 3
Manual
17
Halpert account cash request
📅 Feb 11 · APPROVED
JC
JV
CRM
34
Bing beneficiary update
📅 Feb 13 · APPROVED
JB

Task Command Center

AI-generated priority scores, CRM-synced, and manual tasks — your entire team on one Kanban board. Every task shows its source, owner, and client.

Module 1

AI Meeting Analysis

Every client call becomes compliance-grade intelligence

Your meeting bot joins automatically, transcribes everything, then RIAX's AI engine classifies behaviors, detects compliance risks, scores the meeting, identifies revenue opportunities, and generates follow-up emails — all before you leave the call.

  • ✓ Context-aware behavioral classification engine (not keyword matching)
  • ✓ Meaningful Interactions Score (MIS) for every meeting
  • ✓ Automated follow-up email drafts with advisor tone matching
  • ✓ Revenue opportunity detection across cross-sell and rollover events
  • ✓ SEC 204-2 compliant documentation generated automatically
  • ✓ Real-time CCO alerts on compliance flag detection
  • ✓ Client expectation tracking across all meetings
Sample Meeting Output
Behavioral Classification
Collaborator
Meeting Intelligence Score
87 MIS
Compliance Status
Compliant
Revenue Opportunity
IRA Rollover
Follow-up Email
Generated
Tasks Created
3 Items
Module 2

Client Health Scores

Know who's thriving, who's at risk, and what to do about it

Every client scored across engagement, compliance, revenue, and service quality — with tiered breakdowns showing exactly which factors drive each score. Risk flags trigger automatically so nothing slips through.

  • ✓ 4-tier scoring: CRM Data, Portfolio Data, Meeting Analysis, Service & Compliance
  • ✓ Hover tooltips show tier-level breakdowns for each score
  • ✓ At-risk client detection before they disengage
  • ✓ Revenue-at-risk visibility across your entire book
  • ✓ Data quality indicators flag incomplete records
  • ✓ No data = zero points. Honest scoring, not inflated defaults
Sample Client Health Scores
Halpert Family Trust
92
Dunphy Retirement
85
Bing Holdings LLC
64
Forman Estate
38
Forman Estate — Risk Factors:
No meeting in 14 months · Missing beneficiary info · 2 unresolved tasks · Below-target AUM
Module 3

Task Command Center

Nothing falls through — firm-wide visibility in one board

AI-generated tasks from meetings, CRM-synced tasks, and manual entries converge on a single Kanban board. Every task shows its source, owner, due date, and client — with filters by priority, team member, or status.

  • ✓ Unified Kanban: AI-generated, CRM, and manual tasks in one view
  • ✓ Source tracking — see exactly where each task originated
  • ✓ Filter by client, priority, team member, or due date
  • ✓ Overdue alerts and escalation workflows
  • ✓ Bi-directional CRM sync (Redtail, Wealthbox, Salesforce)
  • ✓ Compliance task tracking for regulatory follow-ups
Task Board Summary
To Do
12 tasks
In Progress
8 tasks
Completed This Week
23 tasks
Overdue
2 tasks
Task Sources:
AI Meeting: 18 CRM Sync: 14 Manual: 11
Module 4

Unified Calendar Hub

Every meeting, every platform, one intelligent view

Google Calendar, Outlook, Calendly, and your CRM calendar — all unified. Calendar intelligence surfaces scheduling patterns, client coverage gaps, and upcoming touchpoints so you can see your practice rhythm at a glance.

  • ✓ Unified view: Google, Outlook, Calendly, and CRM calendars
  • ✓ Client meeting history linked to each calendar event
  • ✓ Coverage gap detection — flag clients overdue for contact
  • ✓ Meeting type filtering (client reviews, prospects, internal)
  • ✓ Pre-meeting intelligence preparation for upcoming calls
  • ✓ Calendar patterns: busiest days, average meeting duration, capacity
This Week's Calendar Intelligence
Total Meetings
14
Client Reviews
8
Prospect Calls
3
Coverage Gaps Flagged
5 clients
Pre-Meeting Intel Ready
100%

Built for Your Entire Firm

Granular role-based permissions let everyone see exactly what they need — and nothing they shouldn't. All included in your practice license. No per-seat charges.

👤

Lead Advisor

Full platform access with practice-wide visibility

  • All modules & dashboards
  • Firm-wide health scores
  • Task assignment & approval
  • Meeting analysis & compliance
🛡️

CCO / Compliance

Compliance-focused view with alert management

  • All compliance flags & alerts
  • Meeting compliance dashboard
  • SEC 204-2 audit exports
  • Record retention management
📋

Support Staff

Operational access scoped to assigned clients

  • Task management & execution
  • Client health scores (read)
  • Calendar event visibility
  • Meeting notes (assigned only)

Compliance Is Woven Into Everything

It's not a separate module — it's the architecture. Every meeting, every task, every client interaction produces audit-ready records. Your CCO gets alerts in real time. Exam prep goes from weeks to minutes.

Automated
Compliance Flag Detection
7yr
Automated Record Retention
Real-time
CCO Alert System
1-Click
SEC Audit Report Export
See Compliance In Action

Why Advisors Choose RIAX

Jump and Zocks are meeting-centric workflow tools. RIAX is a multi-module intelligence platform that reads your entire practice — meetings, CRM, portfolios, calendars — and tells you what to do about it.

Capability RIAX Jump Zocks
Meeting Transcription & AI Analysis ✓ ✓ ✓
Client Health Scoring Engine ✓ — —
Task Command Center (Kanban + AI Priority) ✓ — —
Unified Calendar Intelligence ✓ — —
Multi-Module Intelligence Platform ✓ 4+ modules Meeting-Centric Meeting-Centric
CCO Real-Time Compliance Alerts ✓ Cross-module Meeting flags Meeting flags
Granular Role-Based Permissions (RBAC) ✓ Multi-module Meeting-scoped Meeting-scoped
Enterprise Oversight Dashboard (Aggregator/OSJ) ✓ Limited Limited
Practice-Based Pricing (not per seat) ✓ Per practice $75–$175/seat $67–$184/seat
Built by a Practicing RIA ✓ (25 years) — —

On the Roadmap

Two additional intelligence modules arriving by May 2026.

May 2026

Unified Client Intelligence

A living client truth dashboard: auto-updating profiles, conflict resolution when data changes across systems, and action buttons on every insight. "What is true right now" — not point-in-time notes.

May 2026

Compliance Command Center

Centralized compliance dashboard: all flags, all meetings, all audit trails in one place. Predictive violation scoring, exam prep automation, and regulatory update tracking.

Four Modules. One Price.
Your Entire Practice.

Not per seat. Not per module. One practice-based price — every user, every feature, every integration. Limited Founder's Rate available for early adopters.

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