The AI operator
for RIAs.
AlphaRail executes onboarding, approvals, compliance operations, and advisor workflows automatically, with every action controlled, attributed, and auditable.
Request a DemoAlphaRail executes onboarding, approvals, compliance operations, and advisor workflows automatically, with every action controlled, attributed, and auditable.
Request a DemoThe workflows that keep your team running, onboarding, approvals, filings, service requests, reviews still depend on someone remembering what happens next.
Critical work gets stuck in inboxes and checklists.
Onboarding, rebalancing, and document collection stall when no one picks them up.
Most software flags the work. Your team still has to finish it.
CRMs, custodians, and ops tools surface the task. They don’t complete it.
Compliance gets layered on after the workflow is already in motion.
That creates exceptions, delays, and unnecessary human intervention.
AlphaRail executes the operational work behind your firm with approvals, auditability, and controls built in from the start.
Client Onboarding
KYC, AML, account opening, document collection, and approvals completed in sequence without manual coordination.
Compliance Operations
ADV workflows, disclosure reviews, policy-driven checks, and regulatory tasks executed on schedule and logged automatically.
Portfolio Operations
Rebalancing triggers, trade routing, exception handling, and downstream coordination executed within firm-defined parameters.
Advisor Service Workflows
Transfers, beneficiary changes, distributions, paperwork, and follow-ups routed and completed without ops bottlenecks.
Audit Trail & Reporting
Every action timestamped, attributed, and exportable. Regulator-ready documentation produced automatically.
AlphaRail executes the operational work behind your firm with approvals, auditability, and controls built in from the start.
Client Onboarding
KYC, AML, account opening, document collection, and approvals completed in sequence without manual coordination.
Compliance Operations
ADV workflows, disclosure reviews, policy-driven checks, and regulatory tasks executed on schedule and logged automatically.
Portfolio Operations
Rebalancing triggers, trade routing, exception handling, and downstream coordination executed within firm-defined parameters.
Advisor Service Workflows
Transfers, beneficiary changes, distributions, paperwork, and follow-ups routed and completed without ops bottlenecks.
Audit Trail & Reporting
Every action timestamped, attributed, and exportable. Regulator-ready documentation produced automatically.
Client Onboarding
KYC, AML, account opening, document collection, and approvals completed in sequence without manual coordination.
Compliance Operations
ADV workflows, disclosure reviews, policy-driven checks, and regulatory tasks executed on schedule and logged automatically.
Portfolio Operations
Rebalancing triggers, trade routing, exception handling, and downstream coordination executed within firm-defined parameters.
Advisor Service Workflows
Transfers, beneficiary changes, distributions, paperwork, and follow-ups routed and completed without ops bottlenecks.
Audit Trail & Reporting
Every action timestamped, attributed, and exportable. Regulator-ready documentation produced automatically.
AlphaRail doesn’t act like a black box. Your firm defines what can run, who can approve, and where automation stops.
Define how work should run once. AlphaRail applies it across every workflow automatically.
Step 01
Define the rules
Trigger the workflow
Route approvals automatically
Log every action
“AlphaRail changed how work moves through our firm. What used to require ops follow-up, manual coordination, and compliance review now happens automatically, with full visibility.”
10x faster workflow completion
