The Founder's Circle
Beta Program
Your firm runs on relationships you can't see clearly. OpAlpha turns your CRM data into firm-wide health scoring, structural segmentation, and prioritized daily actions for every advisor.
Leadership gets visibility. Advisors get direction. Revenue gets protected.
How It Works
From connected to actionable in 24 hours. OpAlpha connects to your CRM, scores every household automatically, and delivers a prioritized action queue before your first meeting of the day. Four steps. No manual setup. No ongoing data entry.
Connect Your CRM
OpAlpha integrates with your CRM and pulls contact, account, meeting, and AUM data automatically. You can be connected in minutes with zero data migration.
Nightly Scoring Runs
Every evening, OpAlpha computes health scores and segments across your entire book. No manual input required. No spreadsheets. No guesswork.
Morning Action Queue
Start each day with a prioritized list of households ranked by risk and economic importance. Open OpAlpha, see who needs attention, and get to work.
Full Audit Trail
Every score, segment, and recommendation is deterministic, versioned, and reproducible. You can see exactly why any household was flagged and trace the logic back to the source data.
Founder's Circle Incentives
We are selecting 8 RIA firms to join OpAlpha's Founder's Circle. 60 days of full access at no cost. In exchange, we ask for honest, hands-on feedback that shapes the product. This is not an open beta. It is a curated cohort of firms who want to be first to a new category of client intelligence.
Cancel Anytime
Up to 10 Advisors
Features
OpAlpha is not another CRM. It is the operating layer that sits on top of it.
We transform relationship data into real-time client health, clear priorities, and firm-wide operating leverage so growth becomes systematic instead of reactive.
Client Health Command Center
OpAlpha continuously evaluates every client relationship in your firm and surfaces where attention is needed before problems show up in revenue.
Instead of relying on gut feel or stale CRM data, your team gets a live, firm-wide view of client risk, opportunity, and service priority so time is spent on the households that matter most.
Client Health Scores
Every household gets a simple, continuously-updated health score based on engagement, service activity, and relationship signals. Leadership can instantly see where the firm is exposed, and advisors know exactly which clients need attention.
Prioritized Action Queue
Start each day knowing exactly which households need attention and why. OpAlpha ranks every client by risk, economic importance, and engagement recency. Then it delivers a prioritized action list to each advisor before their first meeting.
Risk Intelligence
OpAlpha evaluates engagement recency, household structure, heir continuity, and portfolio stability to surface hidden risk across your book before it shows up in revenue. Every signal is deterministic and traceable. No guesswork, no unexplainable outputs.
Strict Governance and Security
OpAlpha is built to meet the due diligence and compliance standards required by modern advisory firms. Our architecture goes beyond baseline security by enforcing governance at the data, access, and audit layers. This gives firms the confidence to scale operations, delegate responsibly, and pass audits without introducing operational or regulatory risk.
SOC 2 Type II Compliance
OpAlpha is in the process of achieving our SOC 2 Type II certification, ensuring our security controls are continuously tested and independently verified. This simplifies vendor due diligence and gives compliance teams confidence.
Strict Tenant Isolation
OpAlpha enforces rigorous tenant-level isolation across the entire platform. All data access is governed by cryptographic controls, role-based permissions, and API-level safeguards that ensure each firm can only ever see and operate on its own data.
Immutable Audit Logging
Every system action and data access event is permanently recorded in a tamper-proof audit log. This creates a complete, exportable compliance trail for SEC and FINRA reviews and gives leadership total visibility into platform activity.