The operations platform for RIAs and wealth management practices.
Client comms, marketing, and non-custodial operations in one Board Room. Lizzi handles routine inquiries, Sally runs the client newsletter and events, Marcus drives new client acquisition, Julia reviews client agreements. Custody + portfolio management stay with your platform.
MiOpsAI runs client comms, marketing, and non-custodial operations. Custody, portfolio management, and regulated financial workflows stay in your existing platforms. Compliance review of any client-facing communication remains the advisor's responsibility.
The pain every advisor knows too well.
Client review prep eats a full day per relationship, done manually
Marketing to prospects and existing clients happens in bursts, not on cadence
New client acquisition depends on the founding partner's network, not a system
The stack MiOpsAI consolidates for advisors.
You are paying for these separately today. MiOpsAI is one platform, one bill, one tenant.
How MiOpsAI runs the day-to-day.
Quarterly review prep takes a full day per client
Lizzi pulls the last quarter of client activity, drafts the review summary in your advisor voice
Client newsletter goes out when someone remembers
Sally drafts the monthly newsletter from your commentary + market signals, sends on cadence
New client acquisition depends on referrals only
Marcus runs targeted outreach to your ideal client profile, tracked through the pipeline
Client agreements need attorney review every time
Julia does the first-pass on engagement letters and IPS drafts before they hit the attorney
The chairs that matter most in Wealth Management.
All seven Command Center chairs are available. These are the ones that pay for themselves fastest in your vertical.
Lizzi is free in advise mode: she reads, analyzes, and drafts against your real data. Unlock the Operations chair and she works your incoming actions, drafts and sends client replies with your approval, and keeps delivery on track.
Sally plans the content, writes the posts and the blogs, researches your keywords and competitors, and runs the weekly cadence. You approve. She ships.
Marcus hunts for new business from live business listings, builds and runs cold-email and call-script campaigns alongside Sally, scores and qualifies incoming leads, moves deals through your pipeline, and books meetings against the sales goals you set.
Julia reviews contracts and agreements, flags risky or missing terms, drafts clear plain-language clauses, and answers everyday questions about your client paperwork, always as a first-pass draft for your review, never a replacement for your licensed attorney.
Ready to see it on your advisor?
Every plan includes the Command Center free taste (Lizzi in advise mode). Unlock the chairs you want at $250 each. 60-day cancellation notice.
Request access →