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 client’s achieve greater efficiency and cost savings through ongoing software support, business development, CX consulting and compliance services.
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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