Reasons Why You Should Work With a Registered Investment Advisor
Working with a Registered Investment Advisor (RIA) can provide countless benefits to high net worth individuals and those with equity compensation. A modern RIA offers access to a comprehensive client dashboard experience that tracks net worth, performance across both actively managed and held away accounts, and much more. That’s why it’s essential to work with an RIA that understands the needs of today's investor.
What is a modern RIA?
A modern RIA is an investment advisor or firm that has adopted the latest technology and services to ensure better outcomes for their clients. These RIAs are up-to-date on the latest trends in investment advice and use digital tools such as e-signatures for all required documents instead of wet signatures or snail mail. Additionally, they offer one unified dashboard that manages the relationship and all communications between the client and the advisor.
What are the benefits?
Working with a modern RIA provides numerous benefits to investors, including but not limited to:
Increased transparency
With a modern RIA, you have access to personalized data about your investments, such as performance across both actively managed and held away accounts. You also get real-time updates on your net worth, so you can make informed decisions about your finances.
Efficient onboarding
Many modern RIAs use e-signatures for documents instead of wet signatures or snail mail which makes onboarding easier and faster than ever before.
Modern client dashboard
A modern RIA will offer you access to one unified dashboard that manages all communications between you and your advisor along with tracking your investments from one place. This allows you easily monitor your portfolio without having to jump between multiple websites or platforms.
24/7 support
With a modern RIA, you get access to customer service around the clock no matter where in the world you are located so you don’t have to worry about any issues going unresolved while you wait for standard business hours at home.
All in all, working with a modern RIA can provide investors with increased transparency, efficient onboarding processes, comprehensive client dashboards, and 24/7 customer service—all essential components when it comes to taking control of your financial future. If you are looking for an investment advisor who understands the needs of today's investor then look no further than working with a registered investment advisor who utilizes cutting edge technology in order for their clients succeed financially now and into the future.
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