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LibertyFi Helps RIAs Scale Their Businesses and Increase Client Satisfaction


Since 2017, LibertyFi has had the opportunity to help RIAs improve the client and advisor experience by maximizing their investment in the Envestnet platform. Our team of hands-on practitioners, experienced in advisory technology and middle-office consulting, looks for new ways to apply technology to improve both the advisor and client experiences. By creating and streamlining repeatable processes, we can help provide them with consistent experiences that help them achieve their goals.   

Our case study, “Recent Client Success Stories,” explores four scenarios where we’ve helped our clients achieve their goals.

Throughout the study, we highlight how: 

  • Our training and support, including the development of eight investor-facing videos, led to a 73% increase in Envestnet portal logins.
  • We helped Octavia Wealth Advisors increase productivity by automating their trade instructions.
  • We onboarded 6,000 new accounts, worth $1.7 billion, in 2021 with 18,000 fewer emails needed. 
  • Educating advisors on tax loss harvesting can help them take advantage of drops in the market while staying invested. 

For help assessing your fintech needs or managing the Envestnet platform, contact Alli Jordan at LibertyFi.