Want this built into your practice? This is a small sample of what a custom AI system can do for independent advisors — meeting prep, follow-up drafting, compliance documentation, CRM logging. All automated.
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82%
of RIA revenue goes to expenses. Operating margins are at a record low.
Schwab RIA Benchmarking 2025
57%
of RIA firms already using AI. Another 29% actively exploring it.
Schwab IAOS 2025
2x
more likely to hit 21%+ AUM growth for digitally empowered firms.
Fidelity Advisor Tech Study 2024