Full suite of brand design, web design, internal systems management and integration of custodian services for the wealth management firm.
A Registered Investment Advisor (“RIA”) needed to create a new brand and establish both market and technology independence as they separated from their custodian. The platforms needed to be state-of-the-art and the brand would be used to create a dominant competitor in the RIA industry. Optimizing business processes and operational efficiencies were a requirement to allow for rapid transition of accounts with minimal impact to clients.
By maintaining a cohesive link to the owner’s personality, the culture and brand will have limitless growth.