RIA operations tools & calculators
Every interactive tool from Rivena Academy, in one place — free to use, no signup.
Ops Agent Picker
Tick the operations work you do every week and see which AI agents would take it over — and the hours it frees up.
From AI Operations for RIAs 101
Workflow Prioritizer
Score your candidate workflows on time, frequency and risk, and see which one to hand to an agent first.
From AI Operations for RIAs 101
Advisor Time ROI Calculator
See what operations work really costs in advisor hours and client capacity, and what handing it off is worth.
From AI Operations for RIAs 101
Agent Rollout Checklist
An interactive, saved checklist for setting approval and record-keeping rules and putting your first agent live.
From AI Operations for RIAs 101
Transition Workload Estimator
Enter your households and accounts to estimate the forms, follow-ups and hours a transition will take.
From Breakaway Transitions 101
Paperwork Pre-Check
Run a transfer or account-opening form through the checks that catch the most common rejections.
From Breakaway Transitions 101
Client Update Builder
Draft a clear, friendly status update for a client at any stage of onboarding or a transition.
From Breakaway Transitions 101
Transition Readiness Checklist
An interactive, saved checklist for the operational work before, during and after a move.
From Breakaway Transitions 101