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Merge our open, integrated platform and its solutions into your tech stack.

Insights
2024 Connected Wealth Report

92% of the advisors say they would switch firms over bad tech.

Read the latest report

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.

How many of these problems sound familiar?

Forty-three percent of RIAs surveyed in our award-winning 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.
lack of automation

Lack of automated workflows across your technology stack

limited digital

Limited client functionality reduces potential of client autonomy

inconsistent data

Inconsistent data that leads to a poor client experience

poor onboarding

Poor onboarding experience that hinders critical first impressions

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

See how you stack up against your peers.
RIA chart

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

2022 Connected Wealth Report

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

See how you stack up against your peers.
cwr_2022_mockup

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

2022 Connected Wealth Report

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: 
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Advisor experience

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).

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Client experience

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.

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Our platform

Our platform seamlessly aggregates, cleanses, reconciles, and enriches all data from your internal systems and third parties. This ensures it is of the highest quality before being presented consistently to all who interact with the information—making it easier to obtain insights and make decisions—and powering your private wealth advisor software experience.

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

According to the award-winning 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 started?

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.

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