We build mobile apps for RIAs that advisors and clients love.

It's 2023. Why not build a mobile app for your RIA?

Your clients already use mobile apps to access their bank accounts and read the news. It's now easier than ever to build a mobile app that allows your clients to access custodial accounts and find your firm's thought leadership content: articles, market commentaries, recorded webinars, upcoming event information, newsletters, and podcasts.

The modern way to engage your best clients.

If you firm is like most of the top RIAs in the country, you can expect around a 50% open rate on emails that you send to clients and prospects. This means that every market commentary, event invitation, or firm update that you send by email is getting read by roughly half of your list. A mobile app gives clients the option to receive push notifications from your firm, putting your most important updates in the palm of their hand.

Purpose built for growth-minded RIAs managing $2 to $10 billion in AUM

Our focus is building mobile apps for RIAs that are managing between $2 and $10 billion in assets, who create thought leadership content on a regular basis, and want to create another way for clients to engage with their ideas and insights. If this sounds like you and your team, we'd love to share more about the work we are doing for growth-minded RIAs.

Ready to learn more?

Schedule a call with our founder to see how we are helping growth-minded RIAs further engage their best clients and prospects.