RIAX is the AI orchestration layer for modern RIAs — transforming disconnected tools into a unified command center that works the way advisors think.

We’re not another dashboard. We’re the intelligence layer that unifies client, meeting, and compliance data to reveal revenue opportunities and streamline operations.

🚀 What RIAX Does

✓ Unified Intelligence Dashboard – See every client interaction, task, and opportunity in one place.
✓ Meeting Intelligence – Not your grandma’s 2024 meeting summarizer. The Behavioral Engine™, powered by Node.Ai, doesn’t just transcribe—it understands. Detect 12 behavioral patterns, auto-generate SEC 204-2 compliance documentation, and surface hidden opportunities.
✓ Client Health Intelligence – Know which clients are flight risks—and which are ripe for opportunity.
✓ Compliance Intelligence – Track advisor contracts, CCO alerts, and compliance exposures in real time.
✓ Task Command Intelligence – AI-driven task scoring and team efficiency insights in a modern interface.
✓ Revenue Discovery – Have AI surface hidden opportunities before they’re lost.
✓ Behavioral Analytics – Understand client needs before they do.
✓ Automated Workflows – From meeting notes to CRM updates in seconds.

📊 Real Results from Beta Users

• 10+ hours saved weekly per advisor
• Quarterly billing accuracy dramatically improved
• Hidden revenue uncovered and retained
• Meaningful reduction in administrative drag
• Deeper, data-driven client relationships

Built by advisors who live the RIA experience — not by engineers guessing at it.
RIAX is built on bank-grade security, SOC 2 compliance, and read-only data access to protect your clients and firm.

Now accepting applications for our Q4 2025 Beta Program.
Limited seats available.

Transform your practice from tool chaos to intelligent growth → joinriax.ai

RIAX

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RIAX

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