We have joined forces with True North Networks to bring enterprise-level technology solutions and support to RIAs, accounting firms and others.
We have joined forces with RightSize Solutions to bring enterprise-level technology solutions and support to RIAs, accounting firms and others.
Our parent company name has changed, but our hosting services, solutions and Obsessive Support® have not.
The pace of mergers and acquisitions proves that many of today’s RIAs believe there are competitive advantages to growth. For instance, working as a larger, single entity affords firms the opportunity to realize economies of scale in many areas, including technology. Technology-related expenses are one of the largest controllable operational expenses for every RIA, second only to staffing, so there are bottom line benefits to consolidating and getting the integration right.
Before tying the knot, merger-minded advisors would be wise to understand how to commingle disparate technologies without putting the client experience or firm data at risk. By focusing on and planning for the following consolidation issues early on, RIAs will mitigate disruption, address security and compliance issues and reduce expenses with fewer headaches sooner rather than later.
Rely on our industry expertise to reduce your IT burden and access the best technology solution to help your business grow.