A scope and a price, in writing, before anything begins.
No estimate that grows. No number you hear on a call and never see again. Every figure you ever owe us exists on paper first — starting with the evaluation.
Three parts, in a fixed order. The first one prices itself before it starts.
- 01
The evaluation
A fixed fee, quoted in writing before it begins. A fixed number of working sessions, then a written report your firm keeps either way.
- 02
The platform
A subscription, once RIAI is installed and running. Quoted in the evaluation's letter, sized by the variables below.
- 03
Custom work
Anything your firm asks us to build beyond the platform, quoted per job — in writing, before the work starts.
The evaluation comes first, before any software. It is a fixed-scope look at your firm, written up as a report your firm keeps whatever it decides next. “Not ready” is one of the answers, written into the letter.
You can place your firm before you ever write to us.
Four variables move the price. Nothing else does.
Get a scope and a price in writinghello@riaintelligence.ai- How many people use itSeats, across advisors and staff.
- Which systems it readsPortfolio platform, CRM, files, mail — each connection is real work once.
- The state of your dataClean books cost less to consolidate than three half-migrated systems.
- Custom work you ask forFirm-specific procedures, quoted per job. Zero is a fine number.
Six steps. You can stop after any of them.
- 01A conversationAbout half an hour. What your firm runs, what it is trying to do, whether any of this fits. Nothing is quoted, scheduled, or signed in it.
- 02The letterIf it is worth going further, the scope and the price arrive in writing before anything starts.
- 03The evaluationA fixed number of working sessions. It learns your firm by looking, not by questionnaire — your systems already say most of it. The report carries a standards appendix: the questions to put to any vendor with an AI in its product, including us.
- 04The installIt runs where your firm chooses — for most firms, the Microsoft account your administrators already run. What arrives first is the narrow version: the reads that answer questions, and the acts that wait for a person's sign-off.
- 05Running itChanges happen one way: your firm asks, we build, your firm reviews the setting and switches it on. The build order comes from your staff's recurring complaints, loudest first. The Record accumulates on its own.
- 06Leaving itThe data is the firm's and leaves whole, in a form your firm can read without our cooperation.
The list is short because the answer is nothing sensitive.
An evaluation examines the firm as it stands. It does not need the keys to do it.
- Client names, account numbers, or balances.
- Credentials to any system your firm runs.
- A commitment to buy anything after it.
- An exclusivity term, or a reference call with another firm.
- Access to your staff's mailboxes.
Leaving is the same shape as arriving: whole.
The database lives in your firm’s own account, in a documented schema your firm can read without our cooperation. Stop paying and it stays where it always was — it just stops updating.
No exclusivity, no exit fee, no export request to file. Renewal is a choice, made on what the thing is worth by then.
Or skip the reading and drive it.
A live install on an invented firm. Ask it anything, watch the receipts land, then try to make it cross a line.
Ask us about your firmhello@riaintelligence.ai