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How it works

We've partnered with leading providers to offer a bundled tech suite at a great price.

$4,500+

Estimated annual savings for a small RIA*

How it works

1. Select your services

Choose which products you're looking to start with.

Lead Generation

CRM

Portfolio Management

Marketing

Compliance

2. Tell us about your company

Company size and what services you offer to clients

3. We get to work!

We'll customize a tech stack that fits your needs, and introduce you to the best products in the market. Plus, we've worked our great prices with our partner vendors, so you'll be getting the best of both worlds!

Get started

Calculate your savings:

See how much you can save by bundling your RIA software and services.

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