Aspen Private Advisors Sioux Falls, SD Description: Comprehensive financial planning firm AUM: $120 million from 60+ households Implementation: 2017 BACKGROUND: — Founded as a spinout-RIA from a legacy, hybrid RIA — Looking to build their own, independent RIA firm from the ground up — Seeking a scalable, integrated, technology solution for CRM + Portfolio Management BENEFITS: — Integrated technology stack provides efficiencies, scale, and productivity — Customizable client reporting platform communicates effectively and delights clients — Tightly integrated solution for multiple applications delivers productivity enhancements through an easy to use interface blackdiamond.advent.com | info@advent.com Building the Ideal RIA Business Aspen Private Advisors was create

Join for free to read