AI enabled Wealth Intelligence
Modern Portfolio Management Platform for Independent RIAs
RIATrading is a white-labeled portfolio management and trading platform built specifically for independent and breakaway Registered Investment Advisors. Designed to eliminate operational complexity, RIATrading connects advisors, portfolio managers, custodians, and execution partners through a single, scalable ecosystem.
Spend less time managing systems and processes. Spend more time serving clients and growing your business.
Built for the Modern Advisory Firm
As RIAs scale, technology fragmentation becomes a major obstacle. Multiple custodians, disconnected workflows, manual account maintenance, and inefficient trading processes create operational overhead that limits growth and advisor productivity.
RIATrading solves these challenges by providing a unified platform for trading, account servicing, portfolio management, and real-time connectivity.
Why RIATrading?
One Platform. Any Custodian.
Seamlessly connect to multiple custodians through a single platform. Access real-time account, position, and trading data without the need for multiple interfaces or disconnected workflows.
Connectivity Your Way
Every advisory firm has a unique technology strategy. RIATrading supports flexible integration options including APIs, FIX, MQ, and Kafka, allowing firms to connect existing portfolio management, reporting, compliance, and operational systems with ease.
Centralized Account Maintenance
Manage account servicing activities from one location. Whether updating client information, onboarding accounts, or processing maintenance requests, RIATrading distributes updates across participating custodians and partners while providing real-time visibility into status and completion.
Multi-Custodian Trading at Scale
Execute investment strategies across multiple custodians through a unified trading experience. Portfolio managers gain greater efficiency, consistency, and control while reducing operational complexity.
Intelligent Best Execution
Fulfill your fiduciary responsibility with confidence. RIATrading enables access to multiple custodians and execution venues, helping firms pursue best execution while maintaining transparency, auditability, and compliance oversight.
AI-Powered Portfolio Management
Leverage AI-driven insights to identify portfolio drift, monitor risk exposures, uncover rebalancing opportunities, and assess the impact of market events across client portfolios.
Automated Rebalancing with Built-In Guardrails
Respond to changing markets faster. Automate portfolio rebalancing and event-driven trading workflows while maintaining advisor oversight, compliance controls, suitability requirements, and investment policy constraints.
Designed to Help RIAs Grow
RIATrading transforms operationally intensive processes into scalable digital workflows. By simplifying connectivity, trading, account servicing, and portfolio management, advisors can focus on what matters most—delivering exceptional client experiences and growing their practice.
Key Benefits
White-labeled platform for independent and breakaway RIAs
Real-time connectivity with multiple custodians
Flexible integration through APIs, FIX, MQ, and Kafka
Centralized account maintenance and servicing
Unified multi-custodian trading capabilities
Intelligent best-execution framework
AI-assisted portfolio management tools
Automated rebalancing with compliance guardrails
Enterprise scalability without enterprise complexity
Focus on Your Clients. We'll Handle the Complexity.
RIATrading delivers the technology foundation modern advisory firms need to scale efficiently, operate confidently, and compete effectively in an increasingly connected investment ecosystem.
Why We Win: The "Independence with AI Intelligence" Advantage
Independent Broker-Dealers no longer have to choose between the sophisticated tools of a global giant and the flexibility of an independent shop.
RIA Trading Platform delivers the unified speed and multi-asset depth of a wirehouse, purpose-built for the independent advisor using the power of AI, simplified
See how RIATrading transforms $3B+ RIAs into scalable, technology-enabled businesses
Request a Demo
Experience the platform firsthand
AI-Powered Features
AskAI
AI-powered chatbot for portfolio management
👁️ PreviewAI-Powered Rebalancer
Smart rebalancing with market intelligence
👁️ PreviewAI-Powered Tax Loss Harvesting
Intelligent tax optimization
👁️ PreviewAI Portfolio Optimizer
Intelligent portfolio optimization strategies
👁️ PreviewAI Trading Signals
Real-time market signal analysis
👁️ PreviewAI Risk Management
Advanced risk assessment and mitigation
👁️ PreviewAI Market Dashboard
Comprehensive market analytics dashboard
👁️ PreviewAI Predictive Analytics
Advanced market forecasting and predictions
👁️ PreviewUMA Management
Multi-Sleeve UMA
Unified managed accounts
👁️ PreviewSleeve Allocator
Manual holdings transfer between sleeves
Operations & Trading
Order Entry
Manual order entry for equities & mutual funds
Investment Swaps
Swap holdings across all accounts
Allocations Upload
Bulk upload allocation files
👁️ PreviewPortfolio Tools
Model Management
Create and manage investment models
👁️ PreviewInvestment Marketplace
Browse and select investment strategies
👁️ PreviewDollar Cost Averaging
Automated systematic investment strategy
👁️ PreviewAccount Maintenance
Cash & Security Contributions
Process client contributions via Kafka workflow
👁️ PreviewCash & Security Withdrawals
Process client withdrawals via Kafka workflow
👁️ PreviewAccount Terminations
Manage account closure workflow
👁️ PreviewAI Account Doc Upload
Upload and parse account documents with AI
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