Built by advisors for advisors.
Our mission is to transform the way Registered Investment Advisors (RIAs) operate. We partner with our client’s to provide leading edge solutions across critical areas of their technology infrastructure. Our services include software support, outsourced CTO and CCO services. We deliver real results for our clients bottom line and aim to deliver personalized service.
This is one of the things
we do best
RIA Genie is voice activated assistant for financial advisors providing support for client meetings, productivity and compliance. Selected as a top finalist in TD Ameritrade Institutional’s 2019 Innovation Quest.
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