SimplyRIA knows how vital staying on the cutting edge is in this business. It truly enables you to enjoy a comfortable and obvious lead over the competition. That is why we have brought together our technology suite which enables RIAs to truly impress and facilitate use by clients. The technology package includes live custom FNA which are dynamic to both you and your client – giving them unprecedented understanding of their financial picture and reinforcing the vitality of your role. It also includes a paperless client acquisition system which enables you to seamlessly run through a meeting with all customized and branded video or powerpoint presentations, FNA, Asset Allocation Questionaire, Investment Policy Statement, and finally the Automated Client Account Transfer (ACAT). The last piece alone is invaluable, letting you set assets in motion to your platform at the end of your meeting without worrying about your competition’s client conservation department.