LibertyFi, LLC is a privately-owned wealth management platform and middle-office support consultancy. Our wealth management platform solutions are powered by Envestnet’s unified technology that works to enhance advisor productivity and strengthen the wealth management process.
The availability of superior and affordable investment advisory and financial planning technology is a principal driver of the independent financial firm movement. While the technology is more accessible, functional, and cost-effective than ever, the real challenge facing many firms is successful adoption, deployment and ongoing administration.
How can you harness the expertise to transition and manage your client’s investments and information on a new and multi-faceted wealth management platform? How do you learn how to use the efficiency and scale of modern wealth management technology to totally change your operating performance, levels of client engagement, and financial results?
LibertyFi was formed to help you overcome these challenges and obstacles without giving up any of your ownership or control. We are a technology and operations consultancy dedicated to helping your firm strategically implement these important decisions. We stand beside you as an ongoing middle-office resource, helping you revolutionize your technology and administration efforts to meet the challenges of navigating the competitive financial advisory landscape.