WHITEPAPER: Case Study – Driving Firm Growth with Superior Service and Streamlined Operations

Find out how one firm was able to increase daily trades by 79%. Check out the case study to learn more.


Looking to enhance efficiencies, close new business, and improve client experience?

So was this New York City based RIA—but they realized they couldn’t do that with the tech provider they were using. By switching tech providers, they were able to save hundreds of hours annually in operations, as well as meet specialized needs for clients at scale.

Find out how this firm:

  • Streamlined their quarterly upload and distribution process
  • Fulfilled unique client requests in a fraction of the time
  • Increased daily trades by 79%