Resources

the problem

Client payments at Advisory firms are clunky, highly-regulated, and risky

Client payments require high levels of diligence, timeliness, and accuracy, but this doesn't mean that advisor teams should do all of this work manually

240

Average number of cumulative minutes per day spent processing payments

Average number of payments processed per day at a typical RIA serving HNW clients

Average number of manual steps required across a single client payment life-cycle

Average number of custodian, portfolio, and enterprise tools used to process payments

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Resources

Client payments at Advisory firms are clunky, highly-regulated, and risky

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Schwab, Salesforce, Addepar, Arch, Canoe