Solution introduction
RIA Innovations provides help with all the details including submitting and tracking transfers, performance reporting and posting, fee billing, and much more
As with all services, you choose just what you need from our à la carte menu. Our highly qualified back office team will work with you in all facets of the transition
We utilize state of the art technology tools to facilitate the workflow between the advisor’s office and our back office team. This ensures fluent communication between the client and the back office. It also helps keep everyone on the same page and on track. Once the onboarding process is complete, a relationship manager is assigned to your firm for day to day task requests.
Back office systems
- Portfolio management software
- Cloud-based document storage
- Customer relationship management (CRM)
Back office services
- Experienced conversion team
- Dedicated relationship manager to perform day to day task requests
- Client billing
- Ongoing account service calendar
- Training & support on RIA Innovations and custodian procedures
- Basic marketing support
- CRM data migration
- Telephone & remote login support for back office system
