5 min read
2023 Could Be a Big Year for RIAs – Are You Prepared?
Make sure your firm has the right RIA custodian technology and service in the new year. Running an RIA can be a daunting task. It seems that every year there are new industry forces to contend with, new technologies to learn, and new regulations to ...
Topics:
RIAs
Service
Registered Investment Advisor
Custodial Service Providers
RIA Custodians
6 min read
Switching RIA Custodians? 5 Key Traits to Evaluate and Ensure Your Expectations Match Reality
Get the Custodial Assessment Guide to Help Streamline Your Search. Evaluating prospective RIA custodians can be tricky. Whether an RIA is approaching a custodian merger, or is otherwise considering a change in providers, there are a ton of points to ...
Topics:
RIA technology
RIAs
Transition
Service
5 min read
Expect the Unexpected: RIA Custodian Service Pre- and Post-Transition
Service considerations ahead of your RIA custodian merger. Right now, there are hundreds of RIAs facing what could be a tricky situation for their businesses – a rapidly approaching RIA custodian merger.
Topics:
RIAs
Transition
Service
Custodial Service Providers
RIA Custodians
4 min read
Do You Own Your Client Data? You May Be Surprised by the Answer.
Not All RIA Custodians Approach Data the Same Way. Do you own your client data? This can be a loaded question for many RIAs.
Topics:
Financial advisors
RIAs
Technology Tools for Today
Data
Custodial Service Providers
RIA Custodians
4 min read
A Look Into a Live Demo: A Potentially Crucial Step in Picking the Right RIA Custodian
How to evaluate if a provider can fully support your business Advisors considering a change in RIA custodians face a difficult task. There are seemingly endless factors to consider before making the leap and adding a new platform.
Topics:
Fusion
RIAs
Technology
Fusion Demo
Service
Custodial Service Providers
RIA Custodians
5 min read
RIA Custodian Culture – Finding a Provider that’s Invested in Your Success
Does your RIA custodian share your goals? If your RIA is one of thousands currently navigating a custodian merger, you’re facing a difficult challenge. You need to carefully carry over important data and account information, consistently communicate ...
Topics:
RIAs
Service
Registered Investment Advisor
Custodial Service Providers
RIA Custodians
4 min read
Not All RIA Custodian Transitions are Created Equal
Custodian Merging? Was your firm bought out? Compliance Concerns? There are currently trillions of dollars about to transition because of RIA custodian mergers. This massive amount of assets will need to move platforms, and in a relatively short ...
Topics:
RIAs
Transition
Service
Registered Investment Advisor
Custodial Service Providers
RIA Custodians
3 min read
Panoramix and TradePMR Launch a New Technology Integration Designed to Streamline Performance Reporting and Billing for RIAs
The innovative arrangement is intended to simplify and automate key workflows RIAs manage, providing enhanced reporting for their clients while streamlining the billing process. Eagan, MN and Gainesville, FL. November 9, 2022. Panoramix, an ...
Topics:
Press Release
Fusion
RIAs
Technology
Custodial Service Providers
4 min read
Switching RIA Custodians? Consider Creating an RFP
RIAs approaching a merger or otherwise considering a change in RIA custodians face a difficult task: finding the provider that’s the best fit for their unique firm.
Topics:
RIAs
Transition
Registered Investment Advisor
Custodial Service Providers
RIA Custodians
