We streamline your technology and portfolio management operations (powered by Aptus) so you can focus on what matters most — serving your clients and scaling your practice.

Our Services

We handle approximately $15.7 billion in AUA for 30 independent firms, covering 160 advisors, held in 41,000 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.

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

Outsourced Asset Management
(Powered by Aptus Capital Advisors)

Our partner Aptus Capital Advisors helps RIAs outsource the burden of asset management, so they can spend more time growing their client relationships and their business. Aptus’ outsourced asset management services include:
  • Outsourced Chief Investment Officer (OCIO) solutions
  • Bespoke investment management consulting
  • Managed portfolios
  • Active ETFs

Contact our team to learn more