Today, we’re redefining what it means to manage wealth.

Traditional wealth management has long been built on infrequent check-ins with advisors and blind trust that things are being handled behind the scenes. It’s opaque, slow, and expensive.

At Range, we believe in a different approach: a service that puts knowledge, access, and empowerment directly into your hands.

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Meet Rai

We’re excited to introduce Rai, your personalized AI wealth advisor.

Rai helps you manage your finances faster, smarter, and more affordably than ever before.

Trained on over 275 years of financial advising experience and real member interactions, Rai doesn’t just know your finances; it understands them. It connects the dots across your financial life—your cash flow, taxes, investments, equity, and retirement goals— helping you see how each decision influences the other.

Whether you want to explore new financial strategies, optimize your portfolio, or get a pulse on how markets are moving your wealth today, Rai is designed to deliver personalized, data-driven insights in seconds.

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Smarter Than the Rest

We benchmarked Rai against the leading industry language models on sample practice questions from the Certified Financial Planning (CFP®) exam, and the results speak for themselves. Rai consistently outperformed across a range of financial scenarios, achieving a 95% on CFP practice questions

It’s also lightning fast: While many traditional advisors wait to respond to questions in quarterly meetings, Rai typically responds in under 11 seconds. But who’s counting?

This isn’t just another chatbot. It’s the next generation of wealth intelligence that learns, adapts, and helps you make smarter financial decisions every day.

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Learn, Optimize, Understand

Now, it’s your turn to test Rai. Some of our favorite questions people are asking Rai:

• “What should I do with my equity compensation?”‍
• “How can I reduce my taxes?”‍
• “How much did we spend on our vacation last month?”
  

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How to Get Started

Range members can access Rai directly from the Range app or from the Range dashboard.

(You read that right. Range has a new and improved iOS app. Download it now.)

To get started with Rai:

1. Log into your Range account.
2. From the website, click on the Range AI tab on the navigation bar on the left-hand side of your screen. From the app, click the Rai icon on the bottom banner.
3. Carefully review and accept Rai’s disclosures.
4. Ask away! You can choose a pre-written prompt, or ask any financial question you need to know.

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Disclosures

*About the CFP Exam:

The CFP® certification examination is a key requirement for achieving CFP® certification. By passing the exam, candidates demonstrate proficiency in knowledge and competency necessary to provide comprehensive financial planning advice to clients. 

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

1 Rai did not take the CFP® certification examination and has not been awarded any professional designations or certifications. Rai’s results reflect internal testing by Range using third-party practice questions (not CFP Board exam items). The ‘Human Advisor Score’ shown is the minimum score test prep providers recommend for practice exams before an individual is considered ready to sit for the CFP. The CFP Board does not publish a specific passing score or any “recommended passing score.” Practice-test performance may differ materially from performance on the CFP® exam and does not predict client outcomes. Comparisons to other large language models reflect the specific model versions, prompts, and dates tested and may not represent their current capabilities. This material is not endorsed, approved, or reviewed by CFP Board, any regulator, or any model vendor.Trademark notice: CFP® is a certification mark owned by CFP Board. Use of the mark here does not imply endorsement.

Range Advisory, LLC (“Range Advisory”) is an SEC registered investment adviser. Registration with the SEC should not be construed as an endorsement or an indicator of investment skill, acumen, training, or experience. For additional information about Range Advisory’s services, please refer to our Legal & Compliance Disclosure, Form ADV Part 2A, and Client Relationship Summary. Please see Range Advisory’s ADV Part 2A for important risk disclosures related to the use of AI.

Recommendations depend on the accuracy and completeness of the information you provide to us. Recommendations based on incorrect or incomplete data may not be accurate.

Investing involves risk, including possible loss of principal. Range does not guarantee future performance or any specific outcome.  

This communication contains forward-looking statements that reflect Range Advisory, LLC’s (“Range Advisory”) current views, expectations, beliefs and/or projections about future events or results. Forward-looking statements involve risks and uncertainties — including, without limitation, market conditions, regulatory changes, economic conditions — any of which could cause actual results to differ materially from those expressed or implied by such statements. Range Advisory undertakes no obligation to update or revise any forward-looking statements to reflect new information, future events or otherwise, except as required by law. Recipients should not place undue reliance on forward-looking statements, which are presented for informational purposes only and do not constitute investment advice or a recommendation to buy, hold, or sell any security. Past performance is not indicative of future results. The views, opinions and analyses expressed by Range Advisory in this material are those of Range Advisory as of the date shown, and are provided for informational purposes only.