RIA · Southern USA · $700mmNot An Empty ShelfThe RIA was built for public equities. But today’s wealth wants alternatives, and their legacy system had no credible answer.Institutions and RIAsRIA Largest Client · Southeast · $80mmHelping an RIA Prospect Big ClientsThis 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.”Institutions and RIAs
The rest of the shelf
9 studies- RIA · West · $1.5 billionAUA to AUMThis 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.Institutions and RIAs
- RIA · Midwest · $3.5 billion200 Accounts per Seat Rate LimitTheir existing monitoring platform charged by the account, and at their scale it was getting expensive, fast. They were overpaying for capabilities they did not need.Institutions and RIAs
Clients are identified by shape rather than by name: category, region, and assets tracked. Named references are available under NDA during diligence.
