Own RIA After-Hours Intake.

What you'd own.

Every artifact below transfers to your accounts on day one. The whole engine.

• ●Voice AI agent trained on RIA compliance standards and intake playbook
• ●Cold outreach playbook targeting SEC-registered RIA principals via LinkedIn
• ●Financial model projecting $175k year 1 ARR at standard close rates
• ●Landing page and sales deck positioned around never miss a prospect call
• ●Customer success playbook for 30-day onboarding and compliance navigation
• ●Brand identity and domain for standalone white-label positioning
• ●Admin dashboard for call logs, lead routing, and basic analytics

What Roll Digital builds for you.

Custom scope to take RIA After-Hours Intake from MVP shell to operating business.

• ▸Production voice AI backend with compliance-safe response templates
• ▸CRM integration layer for Redtail, Wealthbox, and Orion platforms
• ▸Automated compliance audit trail logging all agent interactions and decisions
• ▸Multi-tenant infrastructure with HIPAA-ready audit logging and data isolation
• ▸Stripe billing and metering for $350-500 monthly recurring subscriptions
• ▸Custom white-label domain provisioning with branded call transcripts
• ▸30-day onboarding and compliance review support for initial customers

Why this could work.

The RIA market is large, defined, and vertically efficient. Nearly 8,000 firms have sufficient inbound volume to pay $4,800 annually to eliminate missed prospect calls. LinkedIn targeting scales predictably across this defined audience. The GTM motion targets decision-makers directly with a concrete pain point. At baseline close rates, year 1 ARR hits $175k. The compliance burden, while real, is manageable through structured documentation and templates.

What you'd risk.

Compliance reviews can stall or kill deals. RIAs typically require 3-6 month internal sign-offs, and any perceived legal ambiguity halts adoption. Voice AI failures are unforgiving in wealth management. One fumbled call about AUM minimums or compliance language can spread through the tight RIA community and destroy word-of-mouth. CRM fragmentation forces separate integration work for each platform. Incumbents with existing RIA relationships could replicate this feature within weeks.

Who this fits.

This fits an existing wealth management agency or SaaS operator with RIA relationships and sales credibility. You need industry credibility to navigate compliance conversations and close in the 3-6 month sales cycle. Solo founders without prior RIA relationships will struggle to convert. An agency operator with an existing customer list or a sales-oriented founder with compliance expertise is the best fit.

Timeline.

From contract signing to operating business.

1. Day 1
   Deliver agent spec, financial model, playbooks, and landing page
2. Week 1
   Begin CRM integration architecture and compliance template design
3. Week 3
   First integration live, demo call scripts locked, initial customer identified
4. Week 6
   Multi-tenant backend in production, billing configured, pilot onboarding underway
5. Day 90
   2-3 live customers, first month ARR run-rate visible, product-market feedback incorporated

Pricing.

Three ways in, depending on how much you want to build yourself.