FORM YOUR RIA
FORM YOUR RIA

Technology

We cover every element of the RIAs technology from the IT infrastructure, to hardware and network security, all the way through the firm’s tech stack.

deep expertise

Let us do the heavy lifting.

Our Services

Technology

IT Infrastructure
Our expert partners will design and implement a comprehensive IT infrastructure network across the digital landscape of the RIA, with a critical focus on building a high-speed experience, advanced firewalls, and the necessary networking equipment to ensure future scalability.
Hardware & Network Security
We will assist in building out and monitoring the entire IT ecosystem, including laptops, desktops, phones, scanners, copiers, and all pertinent devices that are connected to the network. The environment will be protected via advanced Microsoft security protocols to ensure advanced and encrypted security measures are implemented for . Our expert partners will monitor the network 24/7 with a team of advanced cyber security analysts.
Tech Stack
Our industry experts will do a full evaluation of the firm's tech stack to ensure that the new RIA is leveraging the best available technology that cuts across internal processes and the client experience. We will evaluate each tool, and its use:

- CRM
- Aggregation
- Financial Planning
- Investment Research
- Trading / Rebalancing
- Performance Reporting
- Proposals
- Risk Profiling
- Flle Sharing
- Client Mobile App
- Website Development
- OTHER

We take a serious look at the cost, effectiveness, use, and overall integration within the technology ecosystem, while making suitable recommendations for improvement.
a critical partnership

Ascendia’s Shared Services

Compliance
Our CCO team will oversee every element of your new RIA formation while interfacing directly with local governments and the SEC. We lead the process from beginning to end.
Accounting & Finance
Our finance team can provide every detailed element of running your RIA from billing, payment systems, payroll processing, reporting, and financial statement reporting.
Human Resources
Our HR experts will set up the new RIA to run like a business including policies, procedures, annual reviews, employee onboarding, recruiting, and hiring initiatives.
Technology Services
Our technology team has a deep expertise in the financial services space, keeping you up to speed on the rapidly changing landscape of the industry. Need a modern tech stack?
Business Analytics
We will supply business intelligence and analytics to ensure that critical business KPIs are on track. Our experts will dive deep to maintain visibility on what matters most.
Strategic Consulting
Our C-Suite will provide the guidance on strategic business initiatives such as M&A, succession planning, process improvement, or any unique initiative that drives growth.

Collaborate with Us!

Ascendia Partners will drive strategic business growth while ensuring your independence.
We have the track record to prove it. Let us prove it again.

Let's Grow Together