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 6, 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.
The CATCH? 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.
There are hundreds of software options for RIAs-everything from your CRM to your client portal. Here are a few critical components that you need to navigate and integrate to do business every day. By the way, we don’t sell any of the software examples below, but our clients use some of these tools.
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. Sign up today.
You have a business to run. We keep up with industry regulations to make sure your RIA firm is ready for any audit…even a surprise audit.
We also have the tools to protect and recover your data in case of a disaster. You’ll gain peace of mind knowing that our team covers all the critical behind-the-scenes security. PC monitoring, log checks, patches. We do it all.
Let’s face it. Software vendors want to sell their products. That’s why you need an unbiased advocate on your team (our VCIO) who understands the unique challenges of your investment business.
You may have purchased the most common RIA technology tools, such as eMoney, Redtail, and ClientWorks. However, you need the right integration strategy to capitalize on your technology.
As part of your personal IT team, you’ll have access to our virtual CIO. We strategize process and technology for you similarly to how you strategize financial security for your clients.