cloudRIA

Financial ServicesWashington, United States2-10 Employees

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.

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