The Modern RIA Tech Stack
Legacy all-in-one platforms are dying. The most efficient firms are assembling best-of-breed modular stacks connected by robust APIs.
Your technology stack dictates your firm's valuation. Firms reliant on manual data entry between disjointed systems suffer from compressed margins and artificially low capacity ceilings. See our Capacity Planner to see the math.
The Hub: CRM
The CRM is the singular source of truth. Every other system must sync back to it bi-directionally.
- Salesforce Financial Services Cloud (FSC): The enterprise standard. Expensive, requires heavy customization, but highly scalable.
- Wealthbox: The modern favorite for firms under $1B AUM. Beautiful UI, excellent out-of-the-box integrations.
- Redtail: The legacy standard. Robust, but aging interface.
Portfolio Accounting & Reporting
This is where your billing and client portals live. Accuracy is non-negotiable.
- Orion: Deeply customizable, powerful billing engine.
- Black Diamond: Known for superior client portal aesthetics and reporting flexibility.
- Addepar: The choice for UHNW firms managing complex alternative investments and private equity.
Cybersecurity Mandate
A modular stack increases your attack surface. The SEC is actively examining firms for inadequate vendor due diligence and access controls. Ensure every vendor supports SAML SSO and strict MFA.
Read the RIA Cybersecurity Policy Guide →