Direct
Standard deployment
The firm subscribes directly. RIAX provides the platform, onboarding, updates, and support.
- Individual RIAs and growth practices
- Priced around the practice, not per seat
- Onboarding scope set in the proposal
Pricing
Pricing is tailored to your firm.
RIAX is an intelligence and governance layer that sits above your existing stack. What it costs depends on how your firm is structured, how it is deployed, and what compliance oversight it has to carry — so we scope it per engagement rather than publish a tier list.
How we scope
One conversation, then a written proposal.
We map the firm before we quote it. That conversation usually takes a single call, and the proposal that follows states scope, term, and commercial terms in writing.
What we look at: firm structure and headcount, meeting volume, CRM and calendar systems in place, integration and data-migration scope, deployment model, required AI capacity, supervisory and books-and-records obligations, and the operating dashboards leadership needs.
Included in every engagement
The full operating layer
- AI Meeting Analysis
- Task Command Center
- Client Health Scores
- Unified Calendar Hub
- Compliance Dashboard
- Role-based access and BoB visibility enforcement
- Onboarding and support
Deployment models
Three ways firms put RIAX to work.
RIAX can be subscribed to directly, embedded under another brand, or licensed as an intelligence layer across a portfolio of practices. Each is quoted against its own scope.
OEM / White-label
Your brand, RIAX intelligence
Compliance firms, record-keeping platforms, and technology providers embed RIAX inside an existing product.
- Custom branding and integration
- Volume commitment
- Coordinated support model
Strategic license
Enterprise infrastructure
Aggregators and operating partners license the intelligence layer across a portfolio of practices.
- Quoted per engagement
- Custom AI capacity and data scope
- Implementation and co-development options
What you are buying
Not a notetaker tier.
Practice intelligence
Pattern recognition and insight across meetings, tasks, client health, and calendar — surfaced where the work happens, not filed away as notes.
Firmwide oversight
A management layer for the CEO, CCO, and COO: what is happening across the firm, where the exposure sits, and what needs attention now.
Compliance governance
Supervisory controls, retention, and access enforcement built into the foundation rather than bolted on after the fact.
Pricing questions
Clear answers without inventing commercial terms.
RIAX is deployed several different ways, and the same platform carries very different scope depending on firm structure, integrations, AI capacity, and governance requirements. A published tier list would misprice most of those cases. We scope the firm first and put the terms in writing.
Yes. Every engagement includes the core modules and the Compliance Dashboard. Usage capacity, custom integrations, enterprise dashboards, implementation, migration, and white-label work are scoped separately.
Yes. RIAX is priced around the practice rather than charging a premium for each staff seat. Advisors and staff are counted together.
Term and onboarding options are set as part of your proposal. Tell us how your firm is structured and we will walk through what is available during the demo.
Number of practices, meeting volume, data integrations, branding, migration, deployment structure, support model, AI capacity, and the operating dashboards leadership requires.
Usually one working session. We map users, meeting volume, systems in place, and governance requirements, then return a written proposal.
Price the firm you actually operate.
We will map structure, meeting volume, integrations, and implementation requirements before recommending a structure.