EAL Wealth Systems · by Expert AI Labs

AI systems built for the gaps in your wealthtech stack.

Train your team, or have governed AI systems built for you. Led by a former RIA Head of Trading.

Book the 30-minute intake See the live demo

Former RIA Head of Trading
Governed builds: n8n · Supabase · Claude
Human release on every trade list
Vendor-neutral recommendations

Live demo · fake household data

The ops morning, with a human at the trigger

Reconcile, raise cash, honor constraints, draft the trade list. Nothing moves until someone releases it.

Sample household

Household A

IRA + taxable · cash short

Step 01 of 05

Draft only

Custodian file reconciled

Positions matched to the book of record. 2 exceptions flagged for review.

Accounts reconciled	148 / 150
Exceptions	2 for review
File	Schwab export · 07:14 ET

Works beside your rebalancer, portfolio system, or Excel. AI prepares the work. Your people make every decision.

Self-running · hover to pause · click a step bar to jump

Market context only

Wall Street banks reportedly pay AI trainers $25,000 a day (Bloomberg, 2026). We bring that seriousness to independent RIAs: train your team, build the systems, or both.

Two ways to work with us

Both begin with the RIA AI Opportunity Map.

Training

We train your team on your real workflows

One day on-site or two virtual half-days. Portfolio ops, agentic automation, and governance your CCO can defend.

See the curriculum

AI Systems Sprint

We build governed AI systems in your environment

Between-the-platforms automation with approval gates and audit trails. You own everything. No subscription.

See what we build

The front door

RIA AI Opportunity Map

Before training or building, we map your workflows, stack, and vendor coverage. Buy, integrate, customize, or build: you get a ranked 90-day roadmap, not a sales pitch.

How the Opportunity Map works

LinkedIn profile

Who teaches and builds it

Douglas Schwartz

Former Head of Trading and Research at an RIA. CFA Level II. A decade building AI and automation as a founder. Most AI consultants have never touched a rebalance. Most ops veterans cannot build with AI. This work exists because one person has done both.

Full background

Put a former Head of Trading on your firm's AI problem.

Thirty minutes. We decide together whether the Opportunity Map, training, a build, or a combination is next.

Book the 30-minute intake

Pick a time. No subscription, no pitch deck marathon.

30 minutes. We map your stack and decide whether training, an AI Systems Sprint, or both is the right next step.

Email to book intake

Or call (678) 524-6180 · info@expertailabs.com