Built for independent RIAs and wealth practices
The fleet for the independent RIA.
agentplain replaces the meeting-prep + post-meeting documentation cycle, integrates with Outlook, OneDrive, Excel, and DocuSign on day one, and augments the advisor's review on every client-facing communication with a fiduciary-aware compliance pass.
Not open for RIA practices yet. These lists describe the service when it opens, not work running for customers today.
Comes off your plate
- 30–60 minutes of per-meeting prep, replaced by drafted agendas
- 30 minutes per post-meeting recap, replaced by drafted notes + task list
- Reactive inbound triage, replaced by classified + context-attached drafts
- Manual account-opening paperwork, replaced by drafted packages against current custodian forms
Works inside
- Outlook + M365 GraphEmail + calendar
Planned, not connected yet: Wealthbox, Redtail, Salesforce FSC, eMoney Advisor, RightCapital, MoneyGuidePro, Orion, Black Diamond, Envestnet Tamarac, Schwab / Fidelity / Pershing: Q1 2027. Don't see yours? Tell us which tool.
Still yours to decide
- Advisor review on every client-facing communication, ADV + suitability + plain-English check
- Plan-input drafting, every refresh cites the life-event source record
- Quarterly AUM billing, drafted with custodian-position evidence attached
- Compliance posture, every flag cites the rule (SEC Marketing Rule, ADV Part 2A, state-specific)
A night, once it opens
Q1 review cycle opens. James has 87 client portfolios to talk through and 87 prep packets that don't exist yet.
The old way
Pull each client's positions in Wealthbox and the custodian, run the planning model in eMoney, write a one-page summary with the highlights and the risks, build the agenda, schedule the call. About 90 minutes a packet, 87 times over.
Next morning
The fleet pulled positions, ran the planning models, drafted 87 one-page packets with portfolio drift already highlighted, flagged the 11 clients whose planning assumptions changed enough to raise, and queued the scheduling. Every figure cites the source record it came from.
James reviews 87 drafts across two mornings instead of three weeks. The calls happen on schedule, and he walks into each one with prep, not catch-up.
Not open for RIA practices yet. Join the waitlist →
Who's working for you
A fleet built for RIAs and wealth advisors, and the people who run it.
Each agent owns one job your trade actually has. A service team sets them up and keeps them tuned, so you never touch a setting. agentplain is not open for RIA practices yet. Agents marked when it opens start when it does; the ones marked not built yet are planned, and nothing runs them.
- Chief of StaffProposes meetings, reply drafts, and to-dos against the advisor's calendar + inbox + board.○ when it opens
- Meeting Prep○ not built yet
- Meeting Notes○ not built yet
- Compliance Sentinel○ not built yet
- Planning Refresh○ not built yet
- Rebalance○ not built yet
- Performance Reporter○ not built yet
- AUM Billing○ not built yet
Your service teamPeople who set it up for your trade and change it when you ask, by email or chat.
What it's worth
No figure until agentplain opens for RIA practices. We publish a return only for work that runs for customers today.
No card, no charge. We write when it opens.
Questions owners ask
How does agentplain handle fiduciary and compliance obligations?
Within the augment model. The fleet drafts client-facing communications with a fiduciary-aware review pass and surfaces what needs attention for the advisor, it doesn't make the compliance determination or send anything. The advisor reviews every draft, and liability for licensed work stays with your firm. agentplain is not an investment adviser and does not give investment advice.
Is agentplain a replacement for my CRM or portfolio software?
No. agentplain works inside the Outlook, OneDrive, Excel, and DocuSign you already run and replaces the manual work between them, meeting prep, post-meeting notes and tasks, plan-refresh cadences. It isn't a CRM or a portfolio-management system, and there's nothing to migrate.
How much does agentplain cost for an RIA?
agentplain is not open for RIA practices yet, so there is nothing to buy and we take no payment. Join the waitlist and we will email you when it opens for RIA practices.
Does the fleet send anything to clients on its own?
No. Every draft, a meeting agenda, a follow-up note, a plan-refresh message, lands in your approval queue as a pending item. The fleet drafts and proposes; you approve and send from inside your own systems. It never auto-sends, moves money, or makes commitments on your behalf.
Not open for RIA practices yet. Be first when it is.
Not open for RIA practices yet, so there is nothing to buy.