Ops Agent Picker
Tick the operations work you do every week and see which AI agents would take it over — and the hours it frees up.
From AI Operations for RIAs 101: Map Your Ops Week →Tool: Ops Agent Picker
Which of these does your firm do in a typical week?
Min/weekMinute estimates are adjustable examples, not benchmarks. Change them to match your own week, or just accept them.
Time on these tasks
3.5 hours/week
Over 52 weeks
182 hours
Agents that would take these over, ranked by time
1. CRM Keeper
90 min/weekUpdates your CRM from real emails, calls and meetings — households, contacts, life events, tasks — so nobody has to log anything on Friday afternoon.
2. Paperwork Check Agent
60 min/weekReviews every form before it goes to the custodian — signatures, dates, account numbers, matching names, required pages — so paperwork arrives in good order the first time.
3. Client Update Agent
60 min/weekKeeps clients told where things stand — onboarding, transfers, paperwork — with short, friendly updates in your voice, approved by you before they go out.
Where to start
Start with one: CRM Keeper, which covers 1.5 hours of your week. Once it's running smoothly, add the Paperwork Check Agent next, then work down the list.
Totals are based only on the tasks you tick and the minutes you enter, over 52 weeks. They show where your firm's time goes today, not a guaranteed saving. Agents prepare and track this work; they never give investment advice, place trades or move money.