Real software. Invented firm.
You’ll be seated as an advisor at Cascade Wealth Advisors — a firm that does not exist, running the software that does. Nothing you do in there touches anything real.
RIAI2026
Try to break it yourself
Three attempts, in this order. Each one is refused, and each refusal is written into the Record where you can go read it.
- Attempt 1
Ask about a household that belongs to a different advisor.
The limit sits inside the request that goes to the database, so no phrasing gets past it. The household is never fetched.
- Attempt 2
Ask it to reach a system the firm has not connected.
It says which system it would have used and that it is not there, instead of answering from memory.
- Attempt 3
Ask it to file something without approving it first.
Filing waits for a person. The card comes back carrying the literal words, and nothing runs until someone signs.
Then watch one thing go out
The whole argument of the product is four steps, and they take about a minute.
- 01
Ask the question your own systems cannot answer in one place.
- 02
Ask it to file the meeting note for one of the households.
- 03
Read the approval card. Those exact words are what runs; change one character and it will not.
- 04
Approve it, then follow the link into the Record and read the row it just wrote.
If something in there is wrong for how your firm works, that is worth telling us.
The recurring complaints staff raise unprompted are what set the build order, loudest first. Tell us what broke — that is the most useful email we get.
Ask us about your firmhello@riaintelligence.ai
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