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All MyRIAOperationsTM clients also have access to our all-in-one RIA technology platform. The platform streamlines internal operations and provides a customized online client experience.




Most Popular
State-Registered Firm   +$100 per additional user on all levels
$350 /mo
$500 /mo
$2,000 /mo
Call for custom pricing

Tailored Customer Relationship Manager (CRM)

Automated Client Billing and Invoicing

Simple Performance Reporting

Custodian Account Feeds *

Custom Workflows

Basic Technical Support

All Basic Features +

Interactive Client Portal

Digital Risk Questionnaire

Outside Account Aggregation **

Salesforce AppExchange 3rd Party Integration Support

Advanced Technical Support

All Professional Features +

Outsourced Client Data Management

Integration with Advanced 3rd Party Portfolio Management and Reporting Systems

Outsourced Client On-Boarding Assistance

Outsourced Client Billing Management

Annual On-Site Operational and Technical Consulting

*Each subscription to MyRIAOperations includes 1 custodian feed, 1 advisor, and up to 50 client accounts. Each additional custodian feed, user, and client account is subject to additional fees.
**The Professional service level includes 25 individual, non-custodian feed aggregated accounts for free. Each additional aggregated account is available for $4 per month, per account.
 Schedule a Demo