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DEDICATED
RIA
PLATFORM

IAA offers a comprehensive custom outsourcing program giving advisors the turnkey scale to provide their clients robust wealth management services.  Using our Turnkey Advisor Platform you engage a single vendor for all your infrastructure and back-office needs.

Technology

Our technology platform creates a single access-point for all your needs. Completely web-based, Advisor Desktop is available anywhere you have internet access - including your mobile devices.

Service

Experienced support staff assist in all administrative functions limiting your need for an assistant or other employees. We provide for all standard applications and service providers eliminating the need for you to spend time searching for and working with email providers, hosting, reporting, or custodians. 

Benefits

The greatest asset you have to offer your clients is your time and expertise. Being able to cost-effectively outsource the non-revenue generating and client facing activities; you become the client's accessible and knowledgeable advisor.   

Sample Cases

Discussions of RIA's benefits from using an outsourced Technology and Service program coming soon.

Call us at 800-607-3340 or request a call

​Corporate Address:

700 Kinderkamack Rd

Suite 200

Oradell, NJ 07649

© 2020 The Investment Advisor Alliance LLC. This website is intended for financial professionals only. The Investment Advisor Alliance is a Registered Investment Advisor. IAA can conduct business only in states where IAA is registered or is exempt from registration. Most  services provided by IAA do not require registration. The Investment Advisor Alliance is not licensed to and does not conduct securities business. All custody and trading is provided by registered broker-dealers. Advisor representatives are supervised for advisory activity only. Commission securities sales, insurance sales, or any other outside business of representatives is not supervised by IAA. Charles Schwab, Fidelity, TD Ameritrade, and The Investment Advisor Alliance are not affiliated companies. Wealth Protection Solutions, Bespoke Wealth Design, Advisor Technology Services, and The Investment Advisor Alliance are affiliated companies and wholly owned subsidiaries of Keeler Financial Services Holdings LLC.  Any information provided via forms on this site grant permission to contact you.