Tactical Edge Mid-sized asset management firm with a tactical and flexible mandate approach using ETFs and alternatives presents an opportunity to offer risk analytics, portfolio optimization tools, and ETF-focused research subscriptions to enhance their investment process.

Digital Enablement Current tech stack includes Microsoft 365, jQuery, DocuSign, and Google tools; potential sales angle includes modernizing client onboarding workflows, secure document exchange, and CRM/automation integrations to streamline client servicing and compliance.

Scale Readiness With 11-50 employees and revenue in the 10–25 million range, RPg Asset Management is positioned for growth; target with scalable solutions such as cloud-based deployment, data analytics, and outsourced IT/security services to support expanding assets and client base.

Compliance & Security Use of DocuSign and enterprise software implies strong compliance needs; propose enhanced cybersecurity, data protection, and regulatory reporting tools to help manage risk for institutions, family offices, and private clients.

Strategic Partnering Serving institutions, family offices, and financial advisors suggests opportunities for partnerships around advisory platforms, custody integrations, and white-label solutions that align with their separately managed accounts and alternative investment offerings.