Get it right the first time.

Gone are the days when a collection of vendor-provided solutions could be positioned as an operational infrastructure. And while practice management assistance from your custodian or prime broker is very valuable, top performing advisors recognize that these resources are one of the many inputs necessary to genuinely differentiate their firm and achieve their full potential.

Our operations and technology services will help your firm exceed the heightened expectations of today’s investors. Through our work with leading custodians, independent brokerages and vendors, we possess a full understanding of their capabilities, culture and service offerings and can make sense of the numerous IT and operational options that are available to today’s advisor.

Strategic Technology Plans

Technology will be one of your largest overhead costs as an investment advisor. Avoid costly mistakes with a comprehensive strategic technology plan.  AdvisorAssist provides in-depth technology planning to meet the needs of advisors of all sizes and business models. With deep expertise in building, growing and maintaining RIA firms, we can assist you with the selection and integration of the right technologies to make your practice efficient, controlled and scalable.

Operational Risk Assessments

The investment industry’s sensitivity to operational risk has never been greater.  Our operational risk assessments cover topics like operational procedures, policies and controls.  After this process, we provide you with a customized report that will empower your firm to proactively and confidently address operational risk topics with clients and prospects.

Process Mapping & Evaluation

By creating a process-oriented view of your organization, AdvisorAssist will help reveal opportunities to improve efficiencies, coordination and control.  With this powerful tool in place, we can then assist you in developing automation and integration tools that will streamline your work flows and produce real economic benefits to your firm.

Technology Services & Hosting

Learn more about how AdvisorAssist can host and deliver tools for your advisory firm including Customer Relationship Management (CRM) Systems, Email & Archiving Systems, Secure Intranets and Websites & Client Portals.