AI CO-WORKERS FOR RIAS
What would your firm do with 8,000 more hours?
Your CRM, custodian, and planning tools - finally talking to each other.
What would you do with 8,000 extra hours?
Growth Used to Be Simple.
Now It's a Math Problem.
Subatomic prepares your data from all current technology tools for AI, then deploys AI Co-Workers that work securely across your systems, workflows, and teams.
The Talent Shortage
The Time Drain
The Firms Breaking Through
THE REAL PROBLEM
You Don't Need Tool #11.
You Need Your 10 to Work Together.
Your CRM doesn't talk to your custodian. Your planning software doesn't sync with portfolio management. Your team spends hours moving data between tools that were supposed to save time.
That's the frankenstack. And bolting another AI tool on top of it won't fix it. You need the foundation fixed first.
That's the frankenstack. And bolting another AI tool on top of it won't fix it. You need the foundation fixed first.
We Fix the Foundation First.
OUR APPROACH
Other vendors pitch automation as if your data is already clean and connected. It isn't.
We start different. Before we automate anything, we build a unified data layer across your tech stack — CRM, custodian, planning tools, documents. One source of truth.
Then we put AI Co-Workers on top who can actually see across all your systems. Who work from accurate, connected data.
Then we put AI Co-Workers on top who can actually see across all your systems. Who work from accurate, connected data.
We don’t just automate on top of existing systems.
We build a unified data layer — one you own — and then put intelligence on top. Most firms quote this as a separate, seven-figure project. For us, that’s the foundation. We include it.
We build a unified data layer — one you own — and then put intelligence on top. Most firms quote this as a separate, seven-figure project. For us, that’s the foundation. We include it.
Your AI Co-Workers.
Trained on Your Playbooks.
MEET YOUR NEW HIRES
These aren't consultants who show up with their own methodology.
They're employees — trained on your processes, your client service standards, your way of doing things.
Meeting Prep
AI Co-Worker
Pulls client data, recent custodian activity, portfolio changes, outstanding tasks — ready before every meeting. No more digging through 8 systems.
Redtail
Schwab
Orion
Client Follow-Up
AI Co-Worker
Drafts meeting summaries, updates CRM, creates tasks in your workflow, sends follow-up emails for advisor review. Every conversation becomes action.
Wealthbox
Calendly
Email
Data Ops
AI Co-Worker
Keeps custodial account data synced with CRM. Flags address mismatches before they become NIGO. Handles the manual transfers your team does daily.
Fidelity
Redtail
DocuSign
MEETING PREP
AI Co-Worker
Documentation, audit trails, form pre-population — the work no one wants to do but everyone needs done right. Full explainability, no black boxes.
Compliance
Audit Trail
THE MATH
This Isn't a Software Cost.
It's a Hiring Decision.
Stop comparing us to SaaS subscriptions. Compare us to what you'd pay for another person.
1 Entry-Level Associate
Annual Cost
$62K-$85K fully loaded
Time to Productivity
3-6 months
Availability
40 hrs/week, vacation, sick days
Scaling
Asks for assistant in year 2
Consistency
Sometimes easy over right
Turnover Risk
Leaves, takes knowledge
1–3 AI Co-Workers
Annual Cost
Less than one hire
Time to Productivity
Productive week one
Availability
Always on, always consistent
Scaling
1-3 hires, then you're done
Consistency
Always does what's right
Turnover Risk
Continuous improvement
NO LOCK-IN
Not a Sunk Cost.
What You Keep
All outputs (meeting notes, reports, analyses)
All your data (it never leaves your environment)
All the workflows you've refined
Your IP stays yours - processes don't become training data for competitors
What You Don't Keep
The AI Co-Workers themselves (they "leave" like any departing employee)
You're never locked in. You're never paying for access to your own work.
CASE STUDY
Vantage Financial
8,000
Hours saved in year one
Equivalent of 4 FTEs
$500K+
Operational value
unlocked
unlocked
4
Departments
transformed
transformed
Planning, Tax, Operations, Advice
"Meeting prep was just the beginning. The transformation extended across the entire firm—from how we plan, to how we coordinate on taxes, to how we deliver advice."
Start a Conversation
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Not a demo. A conversation about your firm's specific situation.
