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The New RIA Technology Checklist
Everything you need on day one. A category by category breakdown of your tech stack with timelines and cost estimates for your first month as an RIA.
A complete day one tech stack for new RIA launches
Timeline and week by week rollout for every system
Realistic cost estimates for hardware, software, and services
Covers custodian, CRM, planning, IT, and compliance tools
Built from real RIA launches, not textbook theory
Avoid the gaps that cost new firms time and money in month one
Day One Ready
Built for RIAs
Budget Included
Trusted by 50+ Firms
Trusted by financial advisors across the Southeast · Microsoft Partner · Serving 50+ Financial Firms
What's Inside
Everything You Need to Launch Your RIA the Right Way
Custodian and CRM Setup
Week by week tasks for selecting your custodian, activating portal access, and deploying your CRM with integrated workflows.
Financial Planning Software
Platform selection guidance for RightCapital, eMoney, and others, plus setup steps for client portals and planning workflows.
Communication and Collaboration
Domain registration, Microsoft 365 or Google Workspace setup, business email, video conferencing, and client scheduling tools.
IT Infrastructure and Security
Business grade laptops, firewalls, EDR, password managers, MFA, secure file sharing, and VPN access for a locked down day one.
Document Management and E-Signature
DocuSign or Adobe Sign deployment, document management system setup, and secure client portals for paperless onboarding.
Compliance and Cyber Insurance
Email archiving, WISP creation, business continuity planning, and cyber insurance quotes so you launch audit ready.
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