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.
Discovered on Internal via @thetalkinghedge