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WealthOps AI — RIA / Family Office / Wealth Management OS Blueprint

$1500

AI-native operating system blueprint for RIAs, investment advisors, and family offices. Architecture stitches CRM (Redtail / Wealthbox / Salesforce FSC) + portfolio management (Orion / Black Diamond / Addepar) + financial planning (eMoney / RightCapital) + compliance (ComplySci / SmartRIA) + Qdrant RAG for IPS language, Form ADV boilerplate, compliance memos, and historical client notes + Claude MCP bridges + n8n automation. Ships the compliance-aware data model, 10 Claude MCP tool schemas (client onboarding, portfolio review, quarterly report, IPS drafter, fee-disclosure reviewer, ADV updater, meeting prep, prospect nurture, 13F checker, household aggregator), RAG design for regulatory language, and deployment guide. Positions the advisor to serve 3-5x more clients without adding headcount while staying audit-defensible.

Integrations

Claude CodeRedtailWealthboxOrionBlack DiamondAddepareMoneyRightCapitalComplySciQdrantSupabasen8n

Source

https://aiautomatedtoolhub.com/packages/wealthops-ai-ria-wealth-management-os-blueprint

Discovered on Internal via @thetalkinghedge

Frequently asked questions

What is WealthOps AI — RIA / Family Office / Wealth Management OS Blueprint?
AI-native operating system blueprint for RIAs, investment advisors, and family offices. Architecture stitches CRM (Redtail / Wealthbox / Salesforce FSC) + portfolio management (Orion / Black Diamond / Addepar) + financial planning (eMoney / RightCapital) + compliance (ComplySci / SmartRIA) + Qdrant RAG for IPS language, Form ADV boilerplate, compliance memos, and historical client notes + Claude MCP bridges + n8n automation. Ships the compliance-aware data model, 10 Claude MCP tool schemas (client onboarding, portfolio review, quarterly report, IPS drafter, fee-disclosure reviewer, ADV updater, meeting prep, prospect nurture, 13F checker, household aggregator), RAG design for regulatory language, and deployment guide. Positions the advisor to serve 3-5x more clients without adding headcount while staying audit-defensible.
Is WealthOps AI — RIA / Family Office / Wealth Management OS Blueprint free?
WealthOps AI — RIA / Family Office / Wealth Management OS Blueprint is a paid claude code skill priced at $1500.
What does WealthOps AI — RIA / Family Office / Wealth Management OS Blueprint integrate with?
WealthOps AI — RIA / Family Office / Wealth Management OS Blueprint works with Claude Code, Redtail, Wealthbox, Orion, Black Diamond, Addepar, eMoney, RightCapital, ComplySci, Qdrant, Supabase, n8n.
What type of Claude skill is WealthOps AI — RIA / Family Office / Wealth Management OS Blueprint?
WealthOps AI — RIA / Family Office / Wealth Management OS Blueprint is a claude code skill for Claude, listed on AI Automated Tool Hub from Internal.
Where can I get WealthOps AI — RIA / Family Office / Wealth Management OS Blueprint?
You can access WealthOps AI — RIA / Family Office / Wealth Management OS Blueprint at https://aiautomatedtoolhub.com/packages/wealthops-ai-ria-wealth-management-os-blueprint.