Stop Settling, Start Scaling: Tech That Powers RIA Growth
The RIA space is evolving—fast. Competition is fierce. Client expectations are rising. And AI is upending how advice is delivered. In this...
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The #1 reason advisors switch firms is the desire for better technology.
Picture this: You’re prepping for a client meeting—switching between several systems at once to locate client details, account balances, and performance data. One platform is for contact info, another for portfolio data, and yet another for compliance documentation, and so on.
Does this sound familiar? It’s called the Swivel Chair Effect—and it’s a ubiquitous pain point across the RIA ecosystem.
The Swivel Chair Effect creates a constant drain on productivity and professional satisfaction. It eats up precious time and causes data inconsistencies and dreaded errors. Beyond the hassle of toggling between screens, swivel chair forces RIAs to invent inefficient workarounds—like manually compiling data into spreadsheets or relying on disconnected point solutions that don’t integrate or update automatically.
Swivel chair inefficiency damages client relationships and stops growth in its tracks. Fragmented tech stacks often require firms to increase headcount just to maintain workflows that an integrated system could streamline.
Unfortunately, the problem is pervasive. According to our 2025 Connected Wealth Report:
Clients expect fast, accurate answers and a seamless digital experience. Disconnected systems make that almost impossible. To meet evolving client expectations, advisors need tools that offer real-time, comprehensive views of client data—without the constant screen-hopping.
There’s a more efficient way to approach technology—one that prioritizes integration, automation, and ease of use. At Advisor360°, we’re focused on solutions built specifically for RIAs, designed to offer the right capabilities without unnecessary complexity.
Here’s what sets our approach apart:
I’m willing to bet that you’d like to have more time to focus on what really matters to your practice: your clients. If the above points resonate with you, I invite you to schedule a fast and easy Advisor360° demo and see for yourself how it works. Better yet, let’s connect – send me a message on LinkedIn and I’d be happy to chat about how Advisor360° could improve your practice.
JP Nahmias is Vice President of Product Management at Advisor360°.
The RIA space is evolving—fast. Competition is fierce. Client expectations are rising. And AI is upending how advice is delivered. In this...
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