We got you a sweet deal! - announcing ProAdvisorSuite™

Sep '23 (edited) in AdvisorTech

As many of you know, I've been supporting and advocating for some of the most innovative RIA tech tools over the years. As the options grow, it's getting harder for new and existing RIA firms to choose their stack.

Over the past few months I've been hard at work developing a unique proposition for advisors and tech vendors that has the potential to revolutionize the way you shop and pay for your tools.

With this new venture, I'm hoping to solve the issues facing independent RIA firms:

• Advisor tools are expensive and often eat into the margins for a while.

• Choice can be overwhelming with so many new and existing tools in the market.

• The forthcoming RIA Due Diligence rules will be a pain for both advisors and vendors.

So we went ahead and created ProAdvisorSuite™ - The tech bundle for advisors.

• The tools in our bundle are hand-picked and vetted.

• We selected just one tool in each category - (the best one, of course :)

• By joining you can save up to 20% off your entire stack.

The 16 tools in our network will be revealed the first week of Oct.

Are you a decision maker at an independent RIA firm? Sign up for our waiting list today and be the first to join this amazing new program!

proadvisorsuite.com (Sign up for the waitlist to complete the lightning bolt action!)

Looking forward to seeing you on the list! If you have any questions, feel free to reach out to me at joe@proadvisorsuite.com