We configure, integrate, and automate every tool in your advisory technology stack - from CRM and financial planning to compliance and client portal. Built for independent RIAs, multi-family offices, and boutique wealth advisory practices
Fractional WealthTech Services is Enzigma's special offering for independent wealth advisory firms in the United States. The service provides firms with a dedicated WealthTech team covering all five operational areas - CRM specialists, developers, automation experts, data analysts, and compliance technology advisors - without the cost of full-time internal hires. Most independent RIA firms run five to seven disconnected software tools, mostly not configured optimally. Advisors lose an average of 15 hours per week to manual work that should be automated. Enzigma addresses this through four capabilities: Configure (wealth-specific CRM setup - household views, AUM tracking, KYC workflows, Reg BI suitability fields), Integrate (bi-directional API connections linking all tools), Automate (digital onboarding, compliance triggers, risk drift alerts, automated reporting), and Support. Every engagement starts with a full technology audit across all WealthTech segments, followed by an independent vendor comparison matrix and prioritised implementation roadmap. Enzigma is tool-agnostic and vendor-neutral, Target clients include independent RIAs, multi-family offices, and boutique wealth advisory practices in the US market.