Exnet.ai, an AI-driven wealth management platform under Red Matter Capital, has introduced its RIA Early-Adopter Program. This programme targets a select group of independent Registered Investment Advisors (RIAs), enabling them to use personalised investment strategies through an AI-based robo-advisory engine and a machine-learning predictive-alerts framework.
The offering includes comprehensive client analytics, interactive performance reporting, real-time risk monitoring, and intelligent compliance automation.
Red Matter Capital CEO Paul Couture said: “Independent advisors must constantly demonstrate value to clients—not just in returns but in transparency and insight.
“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.”
The programme is designed to enhance decision-making support for advisors by leveraging live market data and advanced algorithms. It focuses on delivering actionable insights and streamlining advisor workflows.
The ML-powered predictive alerts and risk monitoring component flags margin calls, concentration risks, and market dislocations in real time, with customisable thresholds based on each client’s volatility profile and historical behaviour.
Additionally, the AI robo-advisory and portfolio management feature generates personalised model portfolios that align with client goals, risk profiles, and preferences. It also automates continuous rebalancing using live market data and tax optimisation.
Client-facing analytics and interactive reporting allow advisors to perform position-level stress tests and access AI-driven performance narratives, ‘what-if’ simulators, and automated, client-branded reports within a secure portal.
The programme also includes intelligent compliance automation, providing real-time surveillance of client strategies and asset-level portfolio activity. It automatically flags allocations that breach regulatory or firm-specific policies. Dedicated onboarding and support are available, with a custom implementation plan, data-migration assistance, live training sessions, and access to a private Slack channel for feedback and Q&A.
Exnet.ai is accepting applications for the programme until 15 July 2025 with participation limited to the first 25 qualified RIA firms.
Selected advisors will receive six months of waived platform fees, early access to AI tools, and an invitation to an exclusive fintech roundtable hosted by Exnet.ai.
