Every module. Every user up to 10. One flat monthly price. Practice-based licensing means your cost stays the same whether you have 2 advisors or 10.
Compare: Jump charges $100–$125/seat. A 5-advisor firm pays $625/month.
Locked for 24 months. First 100 practices only.
All 4 modules. Up to 10 users.
No credit card required to start
Same platform. Same modules.
Current early-adopter rate. Subject to adjustment as the platform scales.
No credit card required to start
Need more than 10 users? Additional team members are $75/user/month. Practices with 20+ users — contact us for enterprise pricing.
Early-Adopter Pricing. Current rates reflect launch pricing. As new modules ship and platform capabilities expand, pricing will adjust to reflect added value. Founder's Rate members are locked in — everyone else should lock in today before rates change.
Every plan includes all four intelligence modules — no add-ons, no upsells.
Compliance-grade meeting intelligence. Behavioral classification, automated follow-ups, MIS scoring, and SEC 204-2 documentation — generated from every client call.
12-behavior classification engine scores every client across engagement, compliance, revenue, and service quality. See who's thriving, who's at risk, and what to do about it.
Firm-wide task visibility with AI-generated and CRM-sourced tasks on one Kanban board. Every task shows its origin, owner, and status — nothing falls through.
One view of every meeting across Google Calendar, Outlook, Calendly, and your CRM calendar (Redtail, Salesforce, Wealthbox). Calendar intelligence surfaces scheduling patterns and coverage gaps.
5-advisor firm comparison · same capabilities
| Capability | RIAX | Per-Seat Competitor |
|---|---|---|
| AI Meeting Intelligence | ✓ Included | $100–$125 per seat |
| Client Health Scores | ✓ Included | Not available |
| Task Command Center | ✓ Included | Not available |
| Calendar Intelligence | ✓ Included | Not available |
| Compliance Dashboard | ✓ SEC 204-2 Built In | Basic / add-on |
| Behavioral Classification | ✓ 12-behavior engine | Not available |
| Role-Based Permissions | ✓ Full RBAC | Limited |
| Monthly Cost (5 advisors) | $199 | $500–$625 |
Generous defaults included. Add capacity only if you need it.
Your Founder's Rate of $199/month is guaranteed for the full 24 months — no exceptions. After that period, your rate will reflect the then-current pricing, which will have evolved as the platform adds new modules and capabilities. We'll provide 90 days' written notice before any change takes effect. Early adopters always get the best deal — that's the point of locking in now.
Any recorded meeting processed through RIAX AI Meeting Analysis — Zoom, Teams, or any supported platform. A 30-minute client call uses 30 voice minutes. Unrecorded meetings or calendar-only events use zero.
Yes. Monthly billing, cancel anytime through your account settings. No cancellation fees. Your data remains accessible for 90 days after cancellation per our retention policy.
Full access to all 4 modules, all integrations, and all features. No credit card required to start. You'll see intelligence from your real data within the first week.
Because intelligence should serve your entire practice, not just the advisors who have a license. Practice-based pricing means your operations team, compliance officer, and support staff all benefit — without adding per-seat costs.
CRM: Redtail, Wealthbox, Salesforce. Portfolio: Orion, Black Diamond, NDEX Systems. Meetings: Zoom, Microsoft Teams. Calendar: Google Calendar, Outlook, Calendly, plus CRM calendars. Documents: DocuSign. More integrations shipping quarterly.
Built by a 25-year practicing advisor. Live at J2 Capital Management with 634 clients. See what your data has been trying to tell you.