A coalition of innovative fintech companies today announced the launch of the RIA Tech Suite: a set of services and tools that advisors can use to help automate and streamline back-office tasks. By utilizing the RIA Tech Suite, advisors can have more time to acquire new business, while also providing a more seamless experience for their current clients. The following technology providers are available on the RIA Tech Suite:
-
Betterment for Advisors - A leading digital-first wealth management platform that leverages smart-tax technology.
-
RIA in a Box® - Compliance, cybersecurity, and operational software for investment advisors.
-
RightCapital - Wealth 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 combination of the four platforms that make up the RIA Tech Suite will appeal to technology-centric firms that are focused on efficiently serving their clients and growing their books of business. Additionally, by adopting two or more of the services available in the suite, the average RIA firm can take advantage of a discount and save up to $3,100 in their first year.
"Our goal at Betterment for Advisors is to empower advisors to grow their businesses and build deeper client relationships," said Jon Mauney, General Manager of Betterment for Advisors. "The four companies that are part of the RIA Tech Suite all share this objective with a common approach to their services: providing beautifully designed, easy-to-use, and powerful tools for advisors and their clients."
Will Bressman, President of RIA in a Box said, "We are excited to join forces with industry leaders Betterment for Advisors, RightCaptial, and Wealthbox to provide registered investment advisors with a suite of solutions to efficiently run their practice."
"Wealthbox is honored to be the CRM technology of choice for the RIA Tech Suite, and we're excited to collaborate with the platform partners," said Jeff Mello, President of Wealthbox. "This is a big win for advisors."
Shuang Chen, CEO & Founder of RightCapital remarked, "We are excited to partner with some of the top technology providers in the financial services space to deliver a tech stack for RIAs that will help maximize efficiencies and drive business growth."
The RIA Tech Suite is available to all RIAs today, and they can sign up for this offering by visiting https://riatechsuite.com
This article originally appeared on Yahoo! Finance.
