An Operating Model for the Back Office
The RIA Digital Workforce.
An operating model for running the RIA back office with AI workers. Digitize the repeatable, document-heavy work, onboarding, reconciliation, reporting, billing, and free your people for the work only people can do: the relationships, the planning, the judgment.
“Helps make our internal lives easier and the systems we already have talk to each other.”
Matt MercerCOO, The Planning Center