Client
One of our existing RIA clients was moving upmarket toward larger, family-office-style relationships. They called us asking whether they could pitch a prospective client on Abacus as a differentiator. We said yes. The target was a retired real estate private equity partner with 7 to 10 custodians, legacy carried interest across numerous deals, and a wide range of real estate development projects he was still actively managing in retirement.
Problem
This RIA needed a way to stand out in a competitive field. Their answer was asset tracking: “You can see everything in one place, and we will make sure, with our partner Abacus, that it stays current for you.”
Outcome
The client onboarded with both the RIA and Abacus. He was genuinely surprised by what he saw. We now track all of his real estate deals, public equities, and fixed income, with his advisors permissioned to see the complete picture. The RIA passed the seat cost through to the client in this case, although in some cases we charge the end client directly.
Why it matters
For RIAs trying to win larger, more complex relationships, Abacus is a genuine differentiator. The economics are flexible. We only care that the seat is covered. What you do with your client relationship and your P&L is entirely up to you.
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.