What operational tools does MiOpsAI replace at a wealth management firm?

MiOpsAI replaces the eight to fifteen operational tools most independent RIAs and wealth firms accumulate around their custodian, portfolio management, planning, and CRM stack: shared client service inboxes, prospect intake trackers, review meeting coordination spreadsheets, task management platforms for client service associates, marketing automation platforms, event and seminar coordination tools, review response systems, referral relationship trackers, vendor management folders, HR and internal communication threads, board and investment committee coordination, and the internal chat that carries the actual work.

Your custodian, portfolio management platform (Orion, Tamarac, Black Diamond, Addepar), financial planning software (eMoney, MoneyGuide, RightCapital), CRM (Redtail, Wealthbox, Salesforce Financial Services), and compliance archive stack all stay exactly where they are. MiOpsAI does not touch any of them and does not attempt to replicate what they do.

LizziAI reads incoming operational email from prospects, clients on non-substantive matters, referral partners (accountants, estate attorneys, insurance agents), vendors, and internal teams. It drafts responses in each advisor's voice, routes anything substantive (portfolio question, planning question, tax question) to the advisor for direct response, and keeps a clean audit trail.

SallyAI (optional add-on) runs the marketing and thought leadership surface: advisor-specific content in each advisor's voice, targeted prospecting for the client segments the firm wants to grow, referral partner nurture, seminar and event promotion, LinkedIn presence for advisors, and review response coordination.

A typical fifteen-advisor RIA replaces around 2,000 to 3,500 dollars per month in operational subscriptions with a single MiOpsAI plan, while also freeing up client service associate and advisor time for higher-value client work. See the pricing page and the LizziAI feature page.