AdvizorStack +
RIA Aggregators
Who You Are
Worried about compliance, while trying attract more RIAs, with a growing team to manage technology integrations, training and enablement of your RIAs and their advisors on the tech, while giving them the feel of a being at a wirehouse without the outdated practices, payouts and tools.
How AdvizorStack helps:
Attract RIAs
The Ultimate RIA Attractor = Integrated Technology Solution
We give you and your RIAs an integrated technology stack that gives them the luxury of wirehouse level service without bureaucracy. Our tech stack provides your clients with a best-in-class technology stack within a single dashboard and the flexibility they need to grow their business. Professional, simple, scalable.
Compliance and Regulatory Oversight
Our solution includes partners that offer completely customizable dashboards and a user interface that combines your data sources to ensure you can be confident in meeting regulatory and compliance requirements.
Extended Back Office
We are here for you. We are your outsources tech team that will not only help you integrate your tech stack, but we will be there to train and enable and to serve as your single source of support as long as you have AdvizorStack!
Your Customized TAMP
We will build you a customized UI that will complement your firm’s needs and goals. No need for outsourced CTO’s, development and consultants to create a professional and innovative advisor experience.
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!