What does MiOpsAI cost for an independent RIA or wealth management firm?

For an RIA or wealth firm, the client-count slider on our pricing page maps to the number of active client households you serve plus internal team members with console access. A fifteen-advisor RIA serving 900 households typically lands in the Agency tier.

A concrete example: fifteen advisors, twelve client service associates, three operations and marketing staff (thirty total users), 900 client households, monthly billing, MiOpsAI base plan plus SallyAI for advisor thought leadership and referral nurture. That configuration runs 849 dollars per month for Agency plus 29 dollars for SallyAI. Annual billing saves twenty percent across both.

Compared to the operational stack a typical fifteen-advisor RIA carries today (shared inbox tool, marketing automation platform, event and seminar coordination platform, referral tracking tool, review response system, LinkedIn scheduling tool, task management platform, project tracker, internal chat, and the compounding hidden cost of CSA and advisor time bridging all of them), MiOpsAI typically replaces 2,000 to 3,500 dollars per month in operational subscriptions.

Your custodian, portfolio management platform, financial planning software, CRM, and compliance archive stack all stay in place and their costs are unaffected. MiOpsAI compresses the operational tool spend around them, not the substantive wealth technology stack.

Cancellation requires 60-day written notice to billing@miopsai.io and we do not offer a free trial. Instead, we run a scoped walkthrough of your firm's operational surface first, including a review with your compliance officer, so you can see exactly what would move into MiOpsAI and what would not before you commit. Larger firms (fifty plus advisors) get Enterprise+ scoping. See the pricing page and use the client slider to model your household count.