AI Operations for RIAs 101
A practical course for RIA founders and operations leads. Learn what AI agents can and can't do inside an advisory firm, map your ops week to find the work worth handing off, pick your first workflow, calculate what it's worth, and set the approval and record-keeping rules that keep you in control.
5 modules · ~39 min total · free, no signup
Start module 1 →What AI Agents Actually Do in an RIA
Coworkers, not robo-advisors: triggers, routines, tools, memory and approvals — and the lines agents never cross.
Map Your Ops Week
Find the repetitive, no-judgment operations work that eats your week — and the agent for each piece.
Includes: Ops Agent PickerPick Your First Workflow
Score CRM upkeep, client updates, paperwork checks and the rest on time, frequency and risk to pick the one that pays off first.
Includes: Workflow PrioritizerCalculate the ROI
Advisor hours, client capacity and payback — what handing off a workflow is actually worth.
Includes: Advisor Time ROI CalculatorApprovals, Records & Rollout
Decide what agents do on their own, what waits for you, what gets logged — and how to go live without surprises.
Includes: Agent Rollout ChecklistReady to put it into practice?
Once you know what to hand off, Rivena can build and run it for you — starting with a single agent.
Get your free ops plan