Every module. Every user. Compliance surveillance included. Practice-based licensing means your cost scales with firm size — not headcount.
Compare: Jump charges $100/seat for meetings only. A 5-advisor firm pays $500/mo — for one module.
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Enterprise partnerships
5-advisor firm comparison · all modules included
| Capability | RIAX | Jump · Meet Tier |
|---|---|---|
| AI Meeting Intelligence | ✓ Included | $100/seat (Meet tier) |
| Client Health Scores | ✓ Included | Not available |
| Task Command Center | ✓ Included | Not available |
| Calendar Intelligence | ✓ Included | Not available |
| Compliance Surveillance | ✓ SEC 204-2 · Real-time flags | Configuration only (no surveillance) |
| Behavioral Classification | ✓ 12-behavior engine | Scorecards (Grow tier, extra cost) |
| Role-Based Permissions | ✓ Full RBAC + CCO workflows | Basic roles |
| Monthly Cost (5 users) | $399 | $500+ (Meet only) |
Generous defaults included with every plan. Add capacity only if you need it.
Because intelligence should serve your entire practice, not just licensed advisors. Practice-based pricing means your operations team, compliance officer, and support staff all benefit — without adding per-seat costs. A 10-advisor firm on RIAX pays less than Jump charges for meetings alone.
Firm size — the number of users in your practice. A 3-advisor/ 2-staff firm at Market Entry pays $399/mo. A 10-user firm pays $499/mo. Every user in the firm gets full access to all modules at that price. No per-seat add-ons.
Market Entry / Beta pricing is locked for founding customers — the firms who join early and help shape the platform. Growth Practice is post-beta standard pricing for new customers. Same full platform, same modules. Founding customers keep their lower rate.
Full access to all five modules, all integrations, and all features. No credit card required to start. You'll see intelligence from your real data within the first week.
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.
CRM: Redtail, Wealthbox, Salesforce. Portfolio: Orion, Black Diamond, NDEX Systems. Meetings: Zoom, Microsoft Teams. Calendar: Google Calendar, Outlook, plus CRM calendars. More integrations shipping quarterly.
RIAX monitors meeting transcripts in real-time for SEC Rule 204-2 compliance violations — unauthorized trading language, performance guarantees, suitability concerns, and more. Flags are classified by severity (Critical, High, Medium, Low), routed to your CCO for review, and tracked with a full audit trail. This is active surveillance, not just compliance settings.
Built by a 25-year practicing advisor. Battle-tested at J2 Capital Management with 634+ clients. See what your data has been trying to tell you.