Building a complete independent RIA is more than a transition; it’s the foundation of your firm’s future. Whether you’re exploring independence, preparing for launch, or looking to strengthen an established practice, Myriad Advisor Solutions provides turnkey solutions for the strategy, technology, operations, marketing, compliance, and ongoing support to help you build a firm that’s designed to grow.
From your first conversation through every stage of your firm’s evolution, Myriad delivers the expertise, systems, and dedicated partnership you need to move forward with confidence.
Start Your RIA Journey
Making the move to independence is exciting-but it also comes with hundreds of decisions. From selecting custodians and registering your firm to building technology, compliance, operations, branding, and client communications, every step matters.
Myriad serves as your transition partner, helping coordinate every phase of your launch so you can focus on building the firm you’ve envisioned.
Business Formation
Build your firm on the right foundation from the start. Myriad helps coordinate entity formation, registrations, legal and regulatory requirements, foundational processes, and vendor relationships so you can launch with greater clarity and confidence.
Technology & Operations
Create a secure, reliable technology environment built to support your firm from day one. Myriad coordinates infrastructure, cybersecurity, devices, connectivity, business systems, integrations, and ongoing support to keep your team efficient and your technology ready to scale.
Compliance Infrastructure
Establish a strong compliance foundation with the policies, procedures, workflows, technology, and documentation needed to support your firm. Myriad helps streamline communications review, recordkeeping, attestations, and oversight so compliance is organized from the start.
Brand & Marketing
Launch a professional brand that clearly communicates who you are and what you offer. Myriad brings your logo, website, messaging, marketing collateral, and client communications together to create a consistent presence that builds trust and recognition.
People & HR
Build the people infrastructure your firm needs to operate smoothly. Myriad helps coordinate payroll, benefits, onboarding, employee documentation, hiring, and HR policies so you can support your team while keeping leadership focused on clients and growth.
Vendor Coordination
Bring the right partners together without managing every relationship yourself. Myriad coordinates custodians, technology providers, software vendors, and other third parties, helping align timelines, responsibilities, integrations, and implementation so your launch stays organized and on track.
YOUR LAUNCH ROADMAP
01
Decide
02
Build
03
Launch
BUILD SMARTER
FROM THE START
AI and automation can be part of your firm’s foundation from day one. Myriad’s turnkey solutions help you identify opportunities to streamline processes, connect your technology, and build a more efficient operating model, so you can spend less time piecing systems together and more time building your firm.
Automate repetitive workflows to reduce manual work from the start.
Connect your technology so systems and processes work together.
Build scalable processes that can grow alongside your firm.
Put Al to work where it can improve productivity and client service.
Myriad provides turnkey solutions designed to give advisors the support and infrastructure needed for complete independence. From technology, compliance, and cybersecurity to marketing, HR, communications, and operations, our experienced team helps coordinate the moving pieces of your transition so you can build your firm without building every function from scratch.
With the right systems and support in place, you gain the freedom of full independence without the burden of managing it all yourself.
Everything Your RIA Needs
Technology and IT
Compliance
Cybersecurity
Marketing Services
Technology and IT
Compliance
Cybersecurity
Human Resources
Unified Communications
Operations
Automation
Marketing Services
Human Resources
Unified Communications
Website Design
Vendor Coordination
Cloud Infrastructure
Strategic Consulting
Operations
Automation
Website Design
Vendor Coordination
Cloud Infrastructure
Strategic Consulting
READY TO BUILD YOUR INDEPENDENT RIA?
Let’s discuss your goals and create a launch plan designed around your vision.
Talk With An RIA Growth Specialist
YOUR FIRM HAS GROWN.
YOUR INFRASTRUCTURE SHOULD TOO.
As your RIA grows, technology, compliance, operations, marketing, and internal processes become more complex.
Instead of adding more vendors and disconnected systems, Myriad provides turnkey solutions that help create an integrated operational foundation that scales with your business.
Technology Support
Keep your technology secure, reliable, and ready to grow. Myriad supports helpdesk, devices, cloud infrastructure, cybersecurity, and fintech systems while reducing downtime and operational friction.
Cybersecurity
Strengthen your firm’s security with proactive monitoring, endpoint protection, vulnerability management, access controls, and risk assessments. Myriad helps protect your data, people, clients, and reputation while supporting business continuity and compliance readiness.
Compliance
Build a more efficient compliance infrastructure with streamlined workflows, centralized documentation, automation, monitoring, and supervisory processes. Myriad helps improve visibility, consistency, and audit readiness without adding unnecessary administrative burden.
Marketing
Build a stronger brand and marketing presence with strategy, messaging, websites, campaigns, social media, and advisor resources. Myriad brings strategy and execution together to increase visibility, strengthen relationships, and support growth.
HR & Talent
Build the people infrastructure needed for continued growth. Myriad supports onboarding, payroll, benefits, employee documentation, and ongoing HR needs—giving leadership more time to focus on the business and its people.
Operations
Create greater capacity for growth by optimizing workflows, automating repetitive tasks, coordinating vendors, and strengthening communications. Myriad helps reduce operational friction and bring greater structure and efficiency to how your firm works.
01
Operate
02
Improve
03
Grow
MAKE YOUR
EXISTING SYSTEMS WORK SMARTER
As your firm grows, manual processes and disconnected systems can create unnecessary work. Myriad’s turnkey AI and automation solutions work alongside your existing technology to streamline workflows, reduce operational friction, and create a more efficient foundation for growth; all without requiring you to figure it all out on your own.
Identify operational friction and opportunities to streamline workflows.
Automate repetitive tasks, so your team can focus on higher-value work.
Connect existing systems to create a more seamless technology environment.
Use Al strategically to improve efficiency, productivity, and service.
BUILT FOR COMPLETE INDEPENDENCE
Independence doesn’t mean doing everything on your own. Myriad provides turnkey solutions across technology, compliance, HR, marketing, cybersecurity, and operations. We give your firm the infrastructure and support needed to operate independently without the complexity of managing it all yourself.
With a fully integrated approach, you have the resources, expertise, and systems to build a stronger firm, reduce operational headaches, and spend more time focused on your clients and your growth.
Everything Your RIA Needs
Technology and IT
Compliance
Cybersecurity
Marketing Services
Technology and IT
Compliance
Cybersecurity
Human Resources
Unified Communications
Operations
Automation
Marketing Services
Human Resources
Unified Communications
Website Design
Vendor Coordination
Cloud Infrastructure
Strategic Consulting
Operations
Automation
Website Design
Vendor Coordination
Cloud Infrastructure
Strategic Consulting
READY FOR YOUR NEXT STAGE OF GROWTH?
Let’s identify where stronger systems, technology, and operational support can help your RIA move forward.
