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The person who runs the search, reads every hit and writes the report. The duties, the tools, the career path to conflicts attorney and director, and what automation changes.
Repapering clients after an acquisition, a custodian conversion or an advisor move: what gets re-signed, positive vs negative consent, where NIGO comes from, and how to size the work.
A phased operations checklist for integrating an acquired RIA or tuck-in: what to inventory before close, how to track client consent and Form ADV updates by day 1, and how to migrate and retire the target's systems by day 180.
What a conflict check is, when it is required, the ABA Model Rules behind it, and the process from request to cleared, plus the places checks most often miss.
What AI is actually good for in an RIA back office, why reliability matters more than intelligence, what your CCO will ask, and a 90-day plan to take to your CEO.
A working guide for the person in the seat: the six domains an RIA director of operations owns, how the role changes with firm size, the KPIs to report upward, and a plan for the first 90 days.
Caddi now integrates with Calendly. Train a Caddi agent on what happens after a booking, and it writes the note, updates the CRM, drafts the follow-up, and sends the paperwork after every call.
AI for wealth management sorted by job: Jump, Zocks and Mili for meetings, Holistiplan for planning, Caddi and PitCrew for back-office ops, plus Copilot and ChatGPT, with published pricing.
ChatGPT Business and Enterprise, Claude Team and Enterprise, and Microsoft 365 Copilot compared for law firms: plans, pricing, what each vendor says about your data, and what none of them do.
Legora, CoCounsel Legal, Lexis+ with Protégé, Spellbook, Clio and five more, with published pricing, who each fits, and when to stay on Harvey. Plus where Caddi fits: the business side of the firm.
Harvey, CoCounsel, Lexis+ with Protégé, Legora, Spellbook, Clio, Copilot, ChatGPT and Claude for the practice of law, and Caddi for the business side, with published pricing and firm-size picks.
ChatGPT, Claude, Gemini, Glean, Caddi, Harvey, CoCounsel, Perplexity and Box AI, with pricing, who each fits, and when to stay on Copilot.
Copilot Studio, Agentforce, Gemini Enterprise, n8n, Zapier Agents, Relevance AI, Lindy, Gumloop, CrewAI and Caddi, compared on who builds, runtime, pricing and fit for regulated back-office work.
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