With deep experience helping over 40 independent, growth-oriented RIAs address their business needs with technology, LibertyFi is the industry leader in outsourced middle office services.
We provide outsourced technology expertise and help RIAs choose, implement, run, and customize Envestnet’s financial wellness ecosystem and other wealth management solutions. We believe that RIAs who embrace technology and outsourcing can scale their businesses, grow faster, improve efficiencies, and provide better, more personalized client experiences.
The availability of affordable wealth management technology has made it easier for advisors to offer wealth management services comparable to those of much larger broker-dealers.
While the technology is more accessible, functional, and cost-effective than ever, most advisors need help to successfully adopt, deploy, and maintain a wealth management platform.
Our personalized consulting services help growth-oriented RIAs scale their practices. We streamline operations with the Envestnet wealth management platform so advisors can focus on serving clients and scaling the practice.