Skip main navigation
RIA-hero-min50
RIA aggregators and roll-ups

Support your RIAs with our integrated wealth technology

Help your advisors remain competitive and independent with our digital wealth platform for RIA aggregators and roll-ups.

See our solution Request a demo

How many of these problems sound familiar?

Forty-three percent of RIAs surveyed in the 2022 Connected Wealth Report called their tech “in need of an upgrade,” a response slightly higher than the 39 percent industry average. RIA aggregators and roll-ups delivering a centralized, open architecture platform allow RIAs to maintain independence while accessing the technology to manage their businesses.

icon
Lack of automated workflows across your technology stack
icon
Limited client functionality reduces potential of client autonomy
icon
Inconsistent data that leads to a poor client experience
icon
Poor onboarding experience that hinders critical first impressions

See our solution

Registered investment advisers measure how efficient they are by the amount of time they spend...

See how you stack up against your peers.
keeping up to date with investment/financial trends
advising clients
prospecting for new clients
preparing financial plans
doing non-work activities
(i.e., leisure, charity, family, other)
Insurance
broker-dealer
38%
21%
21%
17%
2%
RIA
33%
25%
23%
13%
5%
Bank trust
49%
15%
15%
19%
3%
Independent/Other broker-dealer
38%
24%
21%
14%
3%
Total
39%
21%
20%
16%
3%

Our 30-page report, based on a proprietary survey of 300 advisors, explores the role that a wealth management firm’s technology plays in facilitating business.

Our solution

To recruit breakaway advisors or other RIAs, you need to deliver a modern, open architecture platform that enables the flexibility advisors need to run their businesses.

Your technology needs to include account aggregation, digital marketing tools, digital onboarding, and automated workflows that increase efficiency. We offer large, complex RIA aggregators and roll-ups with thousands of advisors under their umbrella an integrated and configurable wealth management technology solution. This provides RIAs the freedom and control they desire while leveraging your brand.

Choose only what you need from our open-architecture platform that integrates seamlessly with other technology: 

Icon

Our advisor experience allows RIAs to manage and grow their book of business from one platform (e.g., planning, proposal creation, trading, reporting, model management/rebalancing).

Icon

Our client experience lets advisors’ clients see integrated, holistic views of their complete financial lives through a simplified interface with compliant text messaging and aggregation.

Icon

Our platform powers operational efficiency with workflows that move seamlessly across connected capabilities (e.g., financial planning) and services (e.g., reporting), powered by a unified data layer known as our Unified Data Fabric® (UDF).

Explore our platform

Video preview

1-Click Review®: Learn how to save time preparing for client meetings

According to our 2022 Connected Wealth Report, 49 percent of advisors say that their reporting tools could be better.

Watch this video (0:37) to learn about using our 1-Click Review with our comprehensive practice- and household-level reporting suite across investments, insurance, and financial planning.

Ready to get in touch?

Request a demo to see how our platform can provide 1,000+ advisors with the ability to maintain their independence while integrating with your wealth technology setup.
Skip footer navigation