RIA Portfolio Management and Reporting Systems: The New Value Proposition

Providers of RIA portfolio management and reporting solutions must enhance their product and service offerings.

Boston, July 29, 2020 – Aconvergence of factors, including investor demographics, social distancing, regulation, and compressing provider economics, renders registered investment advisors unable to manage clients with a business-as-usual perspective. RIAs who do not adapt to this changing landscape will not survive, and vendors that cannot enable RIAs to meet these challenges will either merge or lose market share.

This report examines the new landscape in advisor technology and service offerings, starting with the most fundamental aspects of the RIA technology stack: portfolio management and reporting. It is based on interviews with eight leading vendors in this highly competitive market as well as discussions with end-user RIA clients.

This 19-page Impact Report contains eight figures and two tables. Clients of Aite Group’s Wealth Management service can download this report, the corresponding charts, and the Executive Impact Deck.

This report mentions Addepar, Bank of America Merrill Lynch, BNY Mellon Albridge, Brinker Capital, Dynasty Financial, Envestnet Tamarac, InvestCloud, Morningstar Office Cloud, Orion, Raymond James, TA Associates, and SS&C Advent Black Diamond.

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