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RIAX integrates with Redtail, Wealthbox, and Salesforce via secure OAuth authentication. Once connected, meeting notes, tasks, and client data sync automatically between RIAX and your CRM. Setup takes about 5 minutes.

Yes. RIAX uses AES-256 encryption at rest and TLS 1.3 in transit. We are SOC 2 Type 1 certified, built on AWS, and every firm's data is completely isolated — no practice can ever access another practice's data. We never use your client data to train AI models.

By default, RIAX retains meeting data for 7 years to exceed SEC compliance requirements. You can configure custom retention policies through your dashboard. Data can be exported or deleted at any time.

The RIAX meeting bot joins your Zoom or Teams calls as a participant with a configurable name. It records, transcribes, and analyzes the meeting — then generates a full intelligence report including behavioral classification, compliance flags, and action items.

Yes — RIAX offers a 14-day free trial with no credit card required. All 4 modules are available during the trial so you can evaluate the full platform.

The Founder's Rate includes all 4 modules (AI Meeting Analysis, Client Health Scores, Task Command Center, and Unified Calendar Hub), up to 10 users, and all integrations. It's practice-based pricing, not per-seat — so your entire team is covered.

Jump and Zocks are per-seat meeting note-takers — they transcribe and summarize. RIAX is an intelligence platform. We classify client behavior across 12 patterns, flag compliance risks in real time, score client health, generate SEC 204-2 documentation, and create actionable tasks — all from a single meeting. And pricing is practice-based, not per-seat. A 5-advisor firm on Jump or Zocks can pay $500–$625/month for transcription alone. RIAX gives you four full intelligence modules for $199/month — your entire practice included. As those competitors add platform features, their per-seat costs will only go up. Ours won't.

No. RIAX is an intelligence layer that sits on top of your existing tech stack. Keep your CRM, portfolio system, and calendar platforms — RIAX reads them all and surfaces insights you'd otherwise miss.