Ship AI Studio builds AI workflows for financial advisors at independent RIA and wealth management firms with 10 to 500 people. It prepares onboarding paperwork, meeting notes, and service requests for your team to approve. Advisers keep every advice decision. Start with a $1,500, one-week AI Assessment that ends with a fixed build scope or a clear no.
Independent RIAs · Hybrid advisory firms · Multi-adviser practices
| # | Workflow | Worth | Call |
|---|---|---|---|
| 01 | New client onboarding | Build first | |
| 02 | Meeting notes and follow-up | Build | |
| 03 | Client service requests | Later | |
| 04 | Advice and suitability | Clear no |
Advisers make every advice and suitability decision. The system prepares the file.
Three workflows we look at first. Each one is slow, repeated every week, and safe to hand to a system with a person approving.
One week on one workflow. For an RIA, the week usually starts with onboarding or meeting follow-up. We sit with operations and one adviser, look at the CRM and custodian steps, and count the hours.
Credited in full toward a Build Sprint that starts within 30 days.
About the AssessmentWe pick the one workflow or agent to review.
Short interviews and a look at the tools and data it touches.
What leaks, in dollars and hours, and what must wait for a person.
Your ranked plan, and a fixed Build Sprint scope or a clear no.
Add your website. Six questions. A free report in two minutes.
We describe what we build, not a certification we hold. Your compliance team reviews the rules and the log before go-live.
We build on the tools you already use: the CRM, custodian portals, planning software, document storage, and email you already use, such as Redtail, Wealthbox, Salesforce, or Orion. The Assessment confirms which ones we can reach and how.
What your compliance officer will ask before you use AIAnything that goes out in your name, changes a record, or moves money waits for your yes.
Each draft, edit, and approval is logged with its source, so your chief compliance officer can review it.
The system reads only the records the job needs. Nothing is copied out to train a model.
Santos Hernandez was the founding product hire and later VP Data at ZBD: $0 to $12M ARR, the EU's first MiCAR approval, and money transmitter licenses in 26 states and D.C. Before that: American Express, Bank of America, Vanguard, Wells Fargo, and Discover. The person you talk to builds it.
Meet the founderWith Ship AI Studio, the first step is the AI Assessment: $1,500 for one week. A Build Sprint is $5,000 flat for one workflow or agent, live in two weeks. AI Operations is $999 a month to keep it running. The Assessment fee is credited in full toward a Build Sprint that starts within 30 days.
In one week we review one workflow with your team. You get a map of where the hours go, what the fix is worth in dollars, whether a workflow or an agent fits, a ranked plan with the approval points, and a fixed Build Sprint scope or a clear reason not to build.
No. The system drafts paperwork, notes, and emails for your team. Advisers make every advice decision, and nothing goes to a client until a person approves it.
The approval rules, the list of systems the workflow reads, and a sample of the log before go-live. Your compliance team signs off on the controls. We do not claim a certification we do not hold.
We build on the tools you already use: the CRM, custodian portals, planning software, document storage, and email you already use, such as Redtail, Wealthbox, Salesforce, or Orion. The Assessment confirms which ones we can reach and how.
No. We work with firms of 10 to 500 people. Under 10, there is usually not enough repeat work to pay for a build.
No. The Assessment puts a dollar number on the workflow before you spend more. If the number is too small to pay for a build, the readout says so and you stop there.
A free 15-minute call with Santos. Bring the workflow that costs your team the most each week.
Ground track · wherever our clients operate