With deep experience helping over 40 independent, growth-oriented RIAs address their business needs with technology, LibertyFi is the industry leader in Envestnet middle-office consulting services.
We provide outsourced technology expertise that helps growth-oriented RIAs scale their businesses with the Envestnet platform of integrated wealth management solutions.
THE Opportunity:
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.
THE Challenge:
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.
THE SOLUTION:
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.