The financial advice industry is going through a transition from transaction to fee-based. Many advisors prefer both the brokerage business and the fee-based business. At RIAICO we are flexible enough to accommodate the fee-based advisor as well as the hybrid advisor.
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Start-up Services
Customized Solutions, Not Canned
Many other solutions and services are canned, which force you to "work around" their process. As your partner, our services are matched to your needs. We are also constantly improving our services to keep up with the industry and to meet your needs for tomorrow's growth.
- Independence is not easy and most will tell you it requires a lot of thought and emotional stress. RIAICO as your partner takes the stress out of the process.
· Breakaway - We have found that the number one concern for advisors in trying to break away is FEAR. At RIAICO we start your RIA in our name and once completed, we switch everything over to you whenever you are ready.
- Analysis of Book – One of the most important steps we take is to perform an analysis of your clients. That means analyzing your business to determine the source of revenue by client and product. Then we create a profit and loss model, taking into account start-up and annual costs. We have developed proprietary technology that quickly evaluates your current business and projects your future business. This process also helps you to understand your clients as you transition them to independence.
At RIAICO we first insist on taking the time to help us and you understand your business. Gaining this knowledge is critical to initiating all your compliance manuals, client agreements, etc. We also provide quarterly updates to update your manuals.
Launching various technology solutions is a must in today’s world and no one company has all the correct solution. That is why RIAICO has contracted with multiple vendors to provide you with best in class technology that fit your specific needs. For instance our website technology allows you to setup your site as a client portal with market data, stock lookup, etc. Additionally services like email, archiving, backup are all ready for you to utilize.
Product Solutions
At RIAICO we insist on first taking the time to help us and you understand your business. It is this knowledge that allows us to fit the best product solutions for your clients. Additionally, as your business grows, you are able to utilize solutions that already exist on our platform to meet your growth needs.
At RIAICO we have a vested interest in seeing your business grow. As a part of the alliance, we take an active role in helping you take advantage of other advisors' experiences.