3 stories
The RIA back office mapped by workflow: CRM, portfolio and billing, custodians, planning, documents, meeting notes and compliance, what breaks between each layer, and where automation fits.
A phased operations checklist for integrating an acquired RIA or tuck-in: what to inventory before close, how to track client consent and Form ADV updates by day 1, and how to migrate and retire the target's systems by day 180.
A working guide for the person in the seat: the six domains an RIA director of operations owns, how the role changes with firm size, the KPIs to report upward, and a plan for the first 90 days.
Showing 3 of 3 stories
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