RIA Tech Suite integrates complementary technology platforms to help automate back-office critical tasks for advisors.
Box: Right Capital and Wealthbox, along with RIA, are excited to introduce improvements for advisers. RIA Tech Suite: A set of services and tools that can help advisors automate and streamline back-office tasks.
Why would companies use RIA tech suites?
Together, these intuitive and complementary technology tools can simplify day-to-day practice management, giving you more time to acquire new business and provide a better experience for your existing clients.
In addition, the RIA Tech suite includes discounted prices for two or more service-receiving companies – a discount that could save the average RIA firm up to $ 3,100 in their first year.3
Here are the tools available at RIA Tech Suite:
- Improvements for advisors -A leading digital-first asset management platform that uses smart-tax technology.
- RIA in a box6 – Consent for investment advisors, cyber security and operational software.
- Right capital – Resource planning software that makes planning easier and more powerful for advisors and their clients.
- Wealthbox – A leading CRM software application that helps advisors manage their clients and collaborate with their team.
The RIA tech suite could drive growth for technology-centric companies that focus on efficient client service and expanding their business books.
“Our goal in improving for advisors is to empower advisors to grow their business and build deeper client relationships,” writes John Mauni, general manager of Betterment for Advisors. “The four companies that partner RIA Tech Suite all share this objective with a common approach to their services: beautifully designed, easy to use, and providing powerful tools for consultants and their clients.”