AdvizorStack +
Family Offices
Who You Are
Engaged in the day-to-day financial affairs of your clients, managing charitable foundations and endowments, paying bills on behalf of the families you manage and basically serving as the one stop shop, jack of all trades.
How AdvizorStack helps:
Sophistication of technology and materials
Provide your clients institutional level reporting and risk analytics. This allows you to capture a sophistcated client or your average elderly client.
Regulatory Compliance
Connected tech = connected data. Connected data gives you the insights you need in dashboards to help you manage compliance and regulatory requirements confidently.
Ongoing White Glove Service
Have the tools to not only be able to service your UHNW clients but have the tools to be able to educate them and capture more wallet share of the families’ assets.
True Partnership
We are your outsourced Chief Technology Officer. We know that the family office advisors primary focus is on how to best service and grow their wallet share of the families they manage assets for. Let us handle all the technology needs your firm may need to be able to take your clients the whole nine yards.
MORE
Helping you achieve MORE
More Time=More Revenue
Time is money for you and your clients. Our goal is to improve your technology stack, connect the data and automate tasks. This frees you up to focus on growing the RIAs you support and increase your revenue streams.
Decreased Overhead
Our white glove service gets you up and running, ensures you and your advisors are trained on the technology and gives you ongoing management services as your single point of contact for any issues that arise.
Unlimited Growth
With the right technology solutions, your business and operations are easily scalable to meet your growing business needs. By the way, we ar not stopping here, the technology landscape is growing fast, and we are focused on staying on top of any emerging technology in the fintech space and as a client you will benefit from our never ending product roadmap.
True Partnership
With the right technology solutions, your business and operations are easily scalable to meet your growing business needs. By the way, we ar not stopping here, the technology landscape is growing fast, and we are focused on staying on top of any emerging technology in the fintech space and as a client you will benefit from our never ending product roadmap.
AdvizorStack
Ready to Get Started?
We are here to help, if you have any questions please contact us today!