Services

We streamline your technology operations so you can focus on what matters most — serving your clients and scaling your practice.

Our Services

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.

Evaluation & Turnkey Access

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.

Ongoing Support

We provide ongoing support to resolve issues, customize the technology, and train advisors on new features and enhancements, including:

Continuous support for sales and practice management
Troubleshooting and speedy error resolution on behalf of end clients
Customizations and platform changes as needed
Middle office support for all service requests

Onboarding and Outsourced Implementation

We help RIAs accelerate their return on investment by:

Setting up advisors and home office users with access
Configuring the operating platform to the firm’s needs
Customizing the client portal and reports
Coordinating account migration and data aggregation
Setting up fee schedules and billing administration
Training advisors on how to use the platform
Managing projects

Personalized Consulting Services

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:

Analysis, troubleshooting, and resolution of operating issues
Answering incoming calls from the home office and advisors
Advisor training, sales, and practice management support