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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.

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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.

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

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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 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.

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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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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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 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 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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