Is your RIA firm’s technology system sufficient? Regardless of whether integrating different technology components or utilizing a platform solution, every system should include the features needed to operate a successful and efficient RIA firm.
This complimentary checklist outlines 10 critical features of an RIA firm’s technology system including the abilities to:
- Organize client accounts into various portfolio groups for investment management, reporting and billing purposes.
- Create fee billing schedules, process average daily balance billing, and automatically generate client fee billing invoices.
- Share information with a client through a secure online portal.
Be sure to download this free checklist now to ensure that your firm’s system is sufficient.