With deep experience helping over 40 independent, growth-oriented RIAs evaluate their technology needs, LibertyFi is the industry leader in Envestnet middle-office consulting services.
We believe in transforming the financial services industry by helping growth-oriented RIAs drive revenue and scale their businesses with the Envestnet unified advice platform of integrated solutions.
The availability of superior and affordable investment advisory and financial planning technology has made it easier for advisors to effectively serve clients by launching their own independent financial firms.
While the technology is more accessible, functional, and cost-effective than ever, many firms need help to successful adopt, deploy, and maintain their investment and planning platform.
Our personalized consulting services help growth-oriented RIAs focus on the customer experience and scale their practices by streamlining daily operations with the Envestnet wealth management platform.