Exnet Ai launches a limited RIA Early-Adopter Program designed to give select independent firms full access to our AI-powered wealth management platform.

NEW YORK, NY, UNITED STATES, June 25, 2025 /EINPresswire.com/ -- Exnet.ai Launches AI-Powered Early-Adopter Program for RIAs

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 Advisers 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 advisers 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.”

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 advisers will receive:
• Three 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

Apply and learn more at https://exnet.ai/early-adopters

About Exnet.ai
Exnet.ai delivers AI-powered solutions that automate complex wealth-management workflows—enabling advisers to focus on strategy and client relationships. Founded by Red Matter Capital, Exnet.ai supports over 100 advisory firms worldwide.

Media Contact
Helena Bronovic
Director of Communications, Exnet.ai
press@exnet.ai | 📞 +1 (914) 647 8893| https://exnet.ai

Prem Couture
Red Matter
+1 914-647-8893
email us here
Visit us on social media:
Facebook

Legal Disclaimer:

EIN Presswire provides this news content "as is" without warranty of any kind. We do not accept any responsibility or liability for the accuracy, content, images, videos, licenses, completeness, legality, or reliability of the information contained in this article. If you have any complaints or copyright issues related to this article, kindly contact the author above.