+ more CRMs
+ more planning apps
Send and Store
+ more PM Systems
+ more custodians
+ more categories to come!
RIA OS - an Advisor manages not only the money but quarterbacks the relationships. When a client has a great relationship with a CPA or Estate Attorney, you work with them, not try to replace everyone. When a client does not have a prior relationship you try and supplement their team in an effort to have a comprehensive approach. Why not have your technology platform do the same thing?
Enter RIA OS, a technology quarterback for your firm that complements what you have and how you do things today. We supplement with options, based on our advisory experience, and let you interact with what you have now in a new way that will make yours and your staffs' lives easier. You can keep what you have, as most web applications you currently use and even Windows apps like PortfolioCenter™ are available or will be added shortly. Did we mention that we work on the integrations so you don’t have to? It all runs in your browser so nothing to install, maintain, or worry about for that matter.
We are invite only, and RIA OS is free for the first 150 firms to request an invite. Yes, free. You can request an invite at the top of the page. We are here to serve you so you can serve clients better. You are independent, how about your systems?
Yes they wiggle
- RIA OS
- Tablet Mode
- Intuitive Interface
- RIA cloudStore
Some CRMS have workflow, but what about all the other stuff that is not in your CRM? Our workflow wizards allow you to use those pre-existing ones, along with adding steps from any app on the system. Forget manuals no one reads, live annotated wizards are much more effective. How about a live, always up to date audit? Done.
- Workflows across Apps
- Dual Monitor Support
- Single Sign On
A Client Relationship Manager should be central to your practice, which is why we made it a key component of the RIA OS, but it was never meant to run your practice. After all it manages client relationships, not provides the infrastructure needed to keep your business humming along. Options to pick and chose a CRM of your choice are in the works, but we started by integrating Redtail, an industry leader. You have put a great deal of work into your CRM already, and most likely use apps connected to it, keep it.
- Others on the way
Financial Planning Apps
Are you doing actual financial planning? Firms that do typically have higher AUM fees, stickier clients, and more “know your client” info in case of an audit. Already planning? Take a look at our open system offering financial planning apps like MoneyGuidePro.
- College Planning
The web is an inexpensive way to leverage your current relationships. You may not have the time to manage it, so delegate it to a professional service provider. Our system aggregates it all in one for them (or you) and keeps archives of everything so you stay compliant. Host and easily edit your site as well.
Send and Store Encrypted Docs
Email attachments are not secure. Need to send something that is for their eyes only? Use our encrypted file send. Nothing to install, or buy for that matter. Perfect timing for tax season.
- Encrypted File Send
- Secure Document Storage
PortfolioCenter™ + other Portfolio Management Systems
Use PorfolioCenter™ like most firms? Well, let us run it for you (in an Amazon data center) so you have access in your browser along with everything else. No more IT, backups, or buying servers. Perfectly setup for you to run inhouse or have a service bureau manage for you. It uses your current license, so nothing more to buy. More portfolio management software in the works.
Hosted - web based PortfolioCenter™... works on a PC or a Mac
Trusted allocation analytics
TRX Edge - All the power of TRX on the web
- PortfolioCenter ™
- Research and Analytics
- TRX Edge - Trade / Rebal
You need data. Thats why we are partnering up with the custodians. TD Ameritrade Institutional is proactive in helping you stay efficient so they are on board today. Tell the other ones to get on the ball, or switch to TD and get your practice running the way it should.
Our tools automate most of the nightmare for you. Specialized workflows keep things in check. Spot audit? No problem, just step through the wizards. Want eyes on it for you? Delegate an auditing firm to see all your data for you.
Stay compliant with Social Media
View your archives, or make it part of an audit workflow
Automate website archival
Wizards walk you through custom built audits and workflows- using live apps, not old data
- Social Media Archival
- Email Archival
- Website Archival
- Audit 360
More to come!
Companies try to lock your data in so you cannot go anywhere. Not us. Our system is open. Phase 2 is an expansion on application data sharing, a Universal API and a more centralized place for all your apps to talk to and share data with each other. Forget about about how many and what integrations your app has. They can connect to us, and share with all.
Want more financial planning apps? More CRMs? More Portfolio Management? More categories? More? More? More? We do too.
Your firm's infrastructure should not rely on you becoming an expert in tech. Stick to advising clients, they need you.