RIA Operations

Empower your advisory operations with modern data platforms and analytics

The Opportunity

RIAs need efficient data operations to deliver exceptional client service, maintain compliance, and scale their practices. Modern data platforms enable better portfolio analytics, client reporting, and operational efficiency.

We help RIAs modernize their data infrastructure while maintaining focus on client relationships and investment management.

Key Capabilities

  • ✓ Portfolio analytics & performance attribution
  • ✓ Client data aggregation & reporting
  • ✓ Compliance monitoring & alerts
  • ✓ Operational dashboards & KPIs
  • ✓ Integration with custodians & data providers

Solutions for RIAs

Portfolio Analytics & Reporting

Comprehensive portfolio analytics with performance attribution, risk metrics, and client-ready reporting that scales with your practice.

Client Data Aggregation

Unified view of client data across accounts, custodians, and external providers with automated reconciliation and exception handling.

Compliance Monitoring

Automated compliance monitoring with alerts for policy violations, regulatory changes, and operational exceptions.

Data Platform Modernization

Modernize your data infrastructure with Microsoft Fabric, improving scalability, security, and operational efficiency.

Ready to Scale Your Practice?

Let's discuss how modern data platforms can enhance your RIA operations.

Book a Readiness Call