We streamline your technology operations so you can focus on what matters most — serving your clients and scaling your practice.
We handle approximately $12 billion in AUA for 24 independent firms, covering 120 advisors, held in 33,000 accounts. Our core team has proven experience helping independent retail firms better serve their clients and scale their practices by converting from legacy technologies to a more diverse and integrated wealth management platform.
The wealthtech space is noisy. Many RIAs don’t know where to start when it comes to choosing the right technology to meet their current and future needs. We work with them to evaluate their practices and legacy systems. If we determine that we can provide the right solution, we can offer access and competitive leasing options.
We provide ongoing support to resolve issues, customize the technology, and train advisors on new features and enhancements, including:
We help RIAs accelerate their return on investment by:
We are committed to knowing how our clients prefer to manage their businesses. We understand that technology alone isn’t the answer — it’s how you use it. We collaborate closely with our clients to devise strategies to meet their business goals: