howtheF AI

HowTheF.ai is an AI implementation consultancy that builds bespoke automation systems for US wealth management and RIA firms. Financial advisors spend 60-80% of their time on non-client-facing tasks, and HowTheF.ai eliminates this burden through custom AI agents, workflow automation, and intelligent operations systems.

Unlike off-the-shelf AI tools, HowTheF.ai delivers vendor-agnostic implementations tailored to each firm's existing technology stack. The firm's 90-day methodology covers use case identification, custom system development on the FluxOS platform, and team training for independent operation.

Specializing in mid-market RIAs ($500M-$5B AUM), HowTheF.ai addresses the implementation gap where 73% of advisory firms use some AI but only 6% have deployed agentic tools and 5% have cross-system integration.

Core capabilities include:

• Custom AI agent development for CRM, compliance, and client operations
• Workflow automation across disconnected advisor technology stacks
• AI-powered meeting intelligence and follow-up systems
• Compliance documentation automation (RegBI, SEC reporting)
• AI strategy consulting and readiness assessments