(PRWEB) July 01, 2016
Riley Wealth Management, a Registered Investment Advisor, has selected CONCERT Wealth Management to provide a back office and CRM technology platform for their growing firm.
William Riley, CEO and co-founder of Riley Wealth Management, says CONCERT's integrated enterprise technology and back office platform of operations and compliance oversight is a custom fit for supporting the Texas-based firm's requirements as they build out their aggressive growth plan.
In the process of growing the firm, though, Riley says that having to run the day-to-day operations can fragment your focus. "When you're an independent like we are, managing everything like Compliance by yourself becomes overwhelming. We can now continue our growth plans without adding the expense of unproductive overhead."
He says that his firm looked at other RIAs to partner with and found that "A lot of them wanted us to join them, but as soon as we would have, they would have started running our company and taken away our independence". He said it was CONCERT's combination of autonomy and support that won him over.
Riley says his firm is aggressively expanding through more acquisitions "which would have been hard to do without CONCERT being our right hand. CONCERT is right there for what I want to do."
"We look forward to our partnership with Riley Wealth Management and supporting them in their exciting expansion plans", said Felipe Luna, CEO of CONCERT Global Group.
CONCERT Global is an Advisor Technology and back office services company providing a comprehensive suite of services to independent Advisors (IARs), Registered Investment Advisors (RIAs) and Broker/Dealers (B/Ds). Our fully integrated platform of technology solutions, technology services and administrative support offers increased efficiency and scale allowing our Advisors to focus on clients instead of the back office. CONCERT Wealth Management, Inc., its registered investment advisor affiliate, provides additional efficiencies to advisors throughout the country by leveraging strong industry relationships, back office and compliance services. The firm's Capital Management division also provides investing solutions to help advisors better serve their existing clients while cultivating practice growth.
Riley Wealth Management LLC is a boutique advisory serving high-net-worth individuals. Their offices are located in Ft. Worth, Graham and Colleyville, TX.