One connected workflow for advisors, operations, and clients.
RIA Core helps small and mid-sized RIAs replace fragmented point solutions with one planning-led operating platform built around the household.
1
Household record
Invite, intake, plan, portfolio, and client delivery stay connected.
5
Core workflow layers
CRM, planning, investments, client portal, and governance in one flow.
25–50
Household pilot
Start with one advisor team and one ops lead to prove the workflow.
Why change
Most RIA firms are still stitching together a household journey from separate tools.
The real cost is not just software spend. It is duplicate entry, manual handoffs, repeated client requests, and a workflow that breaks whenever a handoff goes wrong.
Before
- The same household gets re-entered across CRM, planning, vault, and portfolio systems.
- Meeting prep means pulling facts, reports, and documents from multiple places.
- Clients bounce between separate links, separate portals, and repeated requests.
- Operations spends time on status chasing, import cleanup, and reconstructing client context.
After RIA Core
- Enter once, reuse across intake, plan, portal, and admin workflows.
- Keep household, planning outputs, and next steps already connected before the meeting starts.
- Give clients one invite path, one plan view, and one document experience.
- Run approvals, imports, reconciliation, and governance from the same operating layer.
Connected workflow
A planning-led operating flow built around how RIAs actually serve households.
RIA Core connects CRM, planning, investment operations, the client portal, and governance into one household workflow instead of separate departmental products.
CRM & household
Create the household, send the invite, and keep ownership, notes, and client context in one record.
Planning & advice
Generate scenarios, compare outcomes, run Monte Carlo, and package guidance without moving between tools.
Investments
Bring in holdings, review drift, map imports, and prepare proposals from the same household workflow.
Client portal
Deliver plans, scenario views, documents, and next steps in one guided client experience.
Admin & governance
Give operations and compliance native audit logs, approvals, imports, and parameter control.
End-to-end workflow
From first meeting to funded relationship.
Create the household, collect intake and risk data, generate scenarios, review holdings, and publish documents and plan views in one client experience.
Keep the advisor day inside one operating workspace.
Reduce meeting-prep overhead and tab-switching by keeping household context, planning tools, and client-facing outputs aligned.
- See AUM, pipeline, reviews, and opportunities from one dashboard.
- Update scenarios, risk responses, and next steps without tab-switching.
- Generate plan outputs and meeting materials from the same household context.
- Move from onboarding to client delivery without rebuilding the household in multiple systems.
Give clients one guided relationship experience instead of a maze of tools.
Clients accept one invite, complete intake and risk, review plan outputs, compare scenarios, and access documents without bouncing through disconnected systems.
- One guided invite path instead of separate forms, portals, and repeated requests.
- Review plans, compare scenarios, and access documents from one client portal.
- See only the pages and calculators your advisor wants you to access.
- Stay engaged through a cleaner, less confusing digital relationship.
Reduce handoffs and raise control for operations and compliance.
RIA Core is not just for advisors. It provides the operating layer for intake approvals, imports, reconciliation, admin controls, and auditability.
- Approve intake, holdings uploads, and data cleanup from the same household record.
- Manage imports, reconciliation, and document attachment without status chasing.
- Track user actions and admin changes with native audit logs.
- Govern planning assumptions deliberately instead of relying on scattered settings.
Business case
Consolidate spend and reduce hidden operating cost.
The visible savings matter, but the bigger ROI is less re-keying, fewer handoffs, faster meeting prep, and a cleaner client journey for firms without dedicated internal IT.
Current stack example
$855/mo
Illustrative spend for a 3-advisor firm using public planning + CRM pricing before extra tools.
Illustrative RIA Core Growth
$747/mo
3 advisors × $249/month as the starting comparison point from the deck narrative.
Gap before admin time
$108/mo
Savings before counting cleaner operations, faster prep, and less manual household reconstruction.
Phased migration
- 1
Discovery and source audit
Move active households first, validate in parallel, then expand once the workflow is proven.
- 2
Households, documents, and baseline plan inputs
Move active households first, validate in parallel, then expand once the workflow is proven.
- 3
Parallel validation with selected households
Move active households first, validate in parallel, then expand once the workflow is proven.
- 4
Training, phased cutover, and expansion
Move active households first, validate in parallel, then expand once the workflow is proven.
Recommended pilot
25–50 active households
Start where the workflow friction is clearest, not with a full historical migration.
One advisor team + one operations lead
Keep accountability high and feedback direct during the pilot.
Success criteria
Faster intake, cleaner planning workflow, and higher client clarity.
Common questions
Answer the buying friction directly.
The story should lead with workflow value: one household record, better intake, and cleaner client delivery, not just a feature-for-feature replacement argument.
Do we need to replace everything at once?
No. Start with onboarding, planning, and client delivery, then expand into deeper operations and investment workflows over time.
Will migration be painful?
The recommended motion is phased: discovery, active-household migration, side-by-side validation, then broader expansion once the team is confident.
Will clients use another portal?
The page is positioned around a higher-value portal: plans, scenario comparison, documents, and next steps in one consistent experience.
Is the product secure and controllable?
The platform already supports MFA, role-based access, page-level client visibility, audit logs, and administrative controls.
Call to action
Start with one workflow: onboarding, planning, and client delivery.
Most firms do not need to replace every system at once. Start where your team feels the most friction, prove the workflow, and expand from there.