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Let’s face it. Software vendors want to sell their products. But who has time to navigate through hundreds of options? It’s a mess. That’s why you need an unbiased advocate who understands the unique challenges of your investment business.
Capitalize on your tech stack investment with the right integration strategy. Using common tools such as eMoney, Redtail, and ClientWorks? Trouble deciding which to purchase since they all promise more growth and client satisfaction? WE CAN HELP.
Sign up by February 13, 2023, to receive your FREE tech stack audit and strategic plan. A $599 VALUE. Our VCIO, who has 2 decades of helping financial planners manage their technology, will set up a convenient virtual meeting with you. He’ll ask the right questions about your tech stack and your business. Within two weeks, you’ll automagically receive a report that provides recommendations for how your tech stack could be improved.
We’ll ask you for a testimonial if you received value from this experience. If not, you’ll tell us how we can improve. That’s it.
This is only a small sample of the essential tools available for RIAs. There are another 200 software options-everything from your marketing software to your client portal.
After managing RIAs’ and CFPs’ technology for over two decades, we asked some of them, “What is your greatest technology problem?”
Most said, “There’s too much tech for financial planners. And brokers always tell us how important it is to get the right tech stack. What we need help with is deciding on and integrating our tech stacks.”
Psst…We have a secret to share. As IT managers, we go through similar trials. We have to give ourselves the same tech stack audit every year or so. What are the tools and are they serving the team and our clients the best way they can?
What would you have to do to increase AUM by X% or add X number of new clients each year over the next three years?
Often, your technology is a great asset. It can also stand in your way. We’re here to help you FIX that.
Monday – Friday
8:00 AM to 5:00 PM
142 East High Street
East Hampton, CT 06424
