The operations infrastructure your RIA deserves — powered by AI.
Built for independent RIAs. Integrated with the tools you already use.
AI-powered operations. Human-approved outputs. Compliance built in.
Running an independent RIA means wearing every hat — advisor, compliance officer, operations manager. But the back-office work shouldn't steal time from your clients. Systemaic builds AI-powered operations infrastructure tailored to how independent RIAs actually work.
Nothing sends without approval
Built for your compliance reality
Integrates with your existing stack
Built by advisors, for advisors
Built for the advisors who need it most
Breakaway RIAs
Solo & Small Team Advisors
Growth-Mode RIAs
Newly Independent RIAs
Compliance-Conscious Firms
Breakaway RIAs
Solo & Small Team Advisors
Growth-Mode RIAs
Newly Independent RIAs
Compliance-Conscious Firms
What makes us the right partner
Choosing the right operations partner can define the future of your practice. At Systemaic, we don't just advise — we collaborate, innovate, and deliver.
RIA-native expertise
We don't learn your industry on your dime. Our team comes from the wealth management world — we speak custodians, compliance, and client ops fluently.
Full operations build, not point solutions
We don't just automate your meeting notes. We build the complete stack - onboarding, reporting, reviews, compliance docs, follow-ups - all connected.
Compliance by design
Every system includes human approval steps and full audit trails. SEC Rule 204-2, Reg S-P, Marketing Rule - we build around these, not in spite of them.
Working with Systemaic was a game-changer for our RIA operations. Their team didn't just offer advice — they became an extension of our leadership. Their insights, professionalism, and tailored approach helped us unlock new growth and streamline our operations.
David Miller, COO
Six systems that give you your time back
Each system is built to integrate with your CRM and tools. Nothing sends to clients without your approval.
Intake form triggers CRM entry, Google Drive folder creation, welcome email sequence, and document checklist - automatically. Saves 45-60 minutes per new client.
Projects
AI-driven portfolio rebalancing and client onboarding automation
The math behind the automation
Independent RIAs spend 15-20 hours a week on operations that should take two. Our systems reclaim that time so you can focus on clients and growth.
hours saved per week
min saved per new client
Our method for AI-powered operations
Explore our services
AI Operations Audit
We map your workflows and identify where automation saves you 10+ hours weekly.
Build & Deploy
We build and integrate your systems with your CRM, tools, and compliance requirements.
Ongoing Maintenance
We monitor, maintain, and optimize. When your needs change, we adapt.
