Exnet.ai, the AI-driven wealth-management platform owned by Red Matter Capital, today announced the launch of its RIA Early-Adopter Program. This initiative invites a select cohort of independent Registered Investment Advisors to deploy hyper-personalized investment strategies via an integrated AI robo-advisory engine and machine-learning predictive-alerts framework—complete with end-to-end client analytics, interactive performance reporting, real-time risk monitoring, and intelligent compliance automation.
“Independent advisors must constantly demonstrate value to clients—not just in returns but in transparency and insight,” said Paul Couture, CEO of Red Matter Capital. “Our Early-Adopter Program arms RIAs with AI-driven position analysis, proactive risk metrics, and interactive dashboards they can share directly with clients—so every recommendation becomes a collaborative, data-rich conversation.”
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AI-Powered Robo-Advisory for RIAs. Scale your advisory practice with automated, hyper-personalized portfolio construction and rebalancing.
Designed to provide actionable insights and streamline advisor workflows, the program leverages live market data and advanced algorithms to empower fiduciaries with unparalleled decision-making support.
Program Highlights
- ML-Powered Predictive Alerts & Risk Monitoring
- Flags margin calls, concentration risks, and market dislocations in real time
- Customizable thresholds adapt to each client’s volatility profile and historical behavior
- AI Robo-Advisory & Portfolio Management
- Generates hyper-personalized model portfolios aligned to client goals, risk profiles, and preferences
- Automates continuous rebalancing using live market data and tax-optimization
- Client-Facing Analytics & Interactive Reporting
- Position-level stress tests, risk-contribution metrics
- AI-driven performance narratives, “what-if” simulators, and automated client-branded reports in a secure portal
- Intelligent Compliance Automation
- Real-time surveillance of client strategies and asset-level portfolio activity
- Automatic flagging of allocations that breach regulatory, firm-specific, or mandate-aligned policies
- Integrated warning system highlights compliance risks tied to concentration, suitability, and deviation from objective
- Dedicated Onboarding & Support
- Custom implementation plan with data-migration assistance
- Live training sessions and a private Slack channel for feedback and Q&A
How to Apply
Exnet.ai is accepting applications through July 15, 2025. Participation is limited to the first 25 qualified RIA firms. Selected advisors will receive:
- Six months of waived platform fees
- Secure early access to next-gen AI tools, including real-time predictive analytics and dynamic dashboards
- Invitation to an exclusive Exnet.ai fintech roundtable
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