RIA Innovations hires high caliber employees who work with advisors in order to ensure a smooth transition. We have an excellent team with extensive experience in the financial services industry. Our employees are fully set up with capabilities to engage with advisors whether they are physically present or virtual.
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Technology
SERVICE OVERVIEW
Choosing a technology provider that will allow for the specific vision you have for your business is essential. RIA Innovations has experts that have been in the technology industry for over 30 years. Our team delivers proven, time-tested solutions that allow advisors to build an office anywhere - home, business suite, or on the road. Our services range from a simple help line for your existing technology platform to complete hardware, software, and systems training and support.
PRICING STRUCTURE
$3,500 per year fee for the Limited Tech Option for NWAM 1099 IARs
$5,000 per year fee for the Full Tech Option for NWAM 1099 IARs
$3,000 per year fee for the Limited Tech Option for RIA Firms
$4,500 per year fee for the Full Tech Option for RIA Firms
KEY FEATURES
IT Support | |
Hardware | |
Software | |
Anti-Virus Protection | |
Cybersecurity Guidance | |
VOIP | |
Platform Trainings | |
Setup |