An AI operating systemfor independent RIAs and financial advisors

Centaur Point consults for independent RIAs and financial advisors, and licenses the AI operating system their practice runs on. human +machine +better process

“Weak human + machine + better process was superior to a strong computer alone and, more remarkably, superior to a strong human + machine + inferior process.”

Garry Kasparov · The Chess Master and the Computer · The New York Review of Books, 2010

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What we do together

Example provisions

The research your client asked for is done, and tailored to their situation.

Sales opportunities the conversation surfaced are queued for your review, with the reason each one fits.

A new client’s onboarding packet, account applications, transfer forms and agreements, comes back filled from the conversation and the client record, staged in your e-signature tool for every party to sign.

Every withdrawal, transfer and address change your clients asked for by phone or email is confirmed and batched into one list your ops person works through.

Pending compliance work is prepared and waiting on your review.

An end-of-day close: what moved, what is owed, and what the practice produced.

A short list of the decisions only you can make is on your desk.

Three hours of afternoon work, compressed to your approvals and your edits.

An illustration of what our work does

Transform a very human way of working

into order a machine can understand and operate

Each practice runs differently. Prioritizing which agentic systems are worth the most to your business is where the work begins.

Start here

So the first conversation is about your practice, not ours.

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1997

Deep Blue, IBM’s chess machine, became the first ever to beat a reigning world champion (Garry Kasparov).

2005

Freestyle chess was invented, human and machine on the same side (centaurs). Two amateurs with three computers beat the grandmasters and the supercomputers.

2016

AlphaGo beat a top professional at Go, a far larger game than chess. Then, human performance (flat for sixty-six years) began improving, because players changed how they worked.

Now

AI is moving through the business world now the way it moved through chess and Go. We are in the business world’s centaur point.

Let’s create your firm’s centaur point,together.

Centaur Point · Denver