AGI.do

CompanyTypes

What will AGI do for Independent RIA?

Key roles: Lead Wealth Advisor, Associate Advisor, Chief Investment Officer, Chief Compliance Officer, Client Service Associate (CSA), Director of Financial Planning, Paraplanner, Portfolio Manager, Director of RIA Operations, Trading Specialist, Investment Analyst, Performance Reporting Specialist, Business Development Officer. Departments: Wealth Advisory, Portfolio Management, Financial Planning, Client Service, RIA Operations, Compliance & Risk, Business Development, Trading & Execution.

How AGI delivers it

Four ways AGI delivers for Independent RIA

  • Business-as-Code

    Encode how your work runs, once, as software that executes itself.

    For Independent RIA, encode how your work runs, once, as software that executes itself.

  • Autonomous Agents as digital employees

    Hire a digital employee that does the job under earned, supervised autonomy.

    For Independent RIA, hire a digital employee that does the job under earned, supervised autonomy.

  • Services-as-Software

    Get the professional outcome delivered as software, priced on results, not headcount.

    For Independent RIA, get the professional outcome delivered as software, priced on results, not headcount.

  • Headless SaaS for Agents

    Give your tools an agent-consumable surface (API / MCP / SDK) so agents can do the work.

    For Independent RIA, give your tools an agent-consumable surface (API / MCP / SDK) so agents can do the work.

Value flow

How Independent RIA connects

uses tool

  • Multi-Monitor Desksmodel
  • Multi Monitor Trading Deskmodel
  • Secure Document Vaultmodel
  • Securities Trading Workstationmodel
  • Video Conferencing Systemsmodel
  • Workstationsmodel

Go deeper

Explore Independent RIA

Read the deeper take on agi.asView as markdown