Client
A large RIA using a legacy provider for public equities tracking and trading. Two problems: they were frustrated with the legacy platform’s monitoring and reporting capabilities, and their clients were increasingly demanding alternative investments, something the legacy system simply could not handle.
Problem
The RIA was built for public equities. But today’s wealth wants alternatives, and their legacy system had no credible answer.
Outcome
The RIA never has to touch alternatives tracking in their legacy system again. No additional headcount. No client portal logins. They open Abacus, everything is current, and they get back to growing their business.
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.