Client
We reached this RIA through a cold email, followed by a response, a 30-minute demo, and a few diligence calls. They were satisfied with their existing public equities platform and were not looking to replace it. But several of their largest clients had complex, alternatives-heavy portfolios that demanded something more. Rather than fight for the whole book, we started where the need was sharpest, and they referred us to their most complex clients one at a time.
Problem
This RIA did not need a new public equities system. They needed a way to serve clients whose wealth extended well beyond what their current platform could see.
Outcome
The RIA is now rolling Abacus out to all of their family-office-style clients and absorbing the cost on their P&L. Their thesis: full balance sheet visibility converts AUA (Assets Under Advisory) into AUM (Assets Under Management). We also built a portfolio comparison tool within Abacus, so advisors can show clients exactly how their managed assets are performing relative to everything else they own.
Why it matters
Your clients hold more wealth than they have told you about, and much of it is likely being mismanaged. Full balance sheet visibility through Abacus makes you a better advisor and gives you a credible path to managing more of what matters.
Your book, on the same record.
Bring the structure you actually run: the entities, the custodians, and the private positions nobody wants to reconcile. We will walk through what the first month looks like.