The CORE bundle brings value and autonomy to your customized level of automation. With outsourced executive and administrative functions, technology hosting, and market support, our CORE bundle offers the perfect solution for independent RIA firms who are looking to grow their business.
Outsourced executive administration, marketing, social media management, & automation
Outsourced marketing, social media, and lead generation
Technology hosting, management & administration
Data aggregation with Aqumulate® and ByAllAccounts®
Portfolio accounting & reporting for PortfolioCenter®, Advent
Axys® & Wealthsite®, Tamarac®, Orion®, and others
Business improvement strategies
Consulting & concierge support
Select A La Carte services
The ideal choice for independent RIAs who miss the support of a corporate environment.
The FLIGHT bundle is perfect for RIAs who are looking for complete back-office outsourcing on automated technology. This package includes everything you need, including automated billing, reporting, executive and administrative support.