Your RIA Back Office, Rebuilt for Scale
Broken workflows. Tech overload. Post M&A chaos.
We fix all of it.
Ellevate delivers hands-on, embedded services that help your firm scale, simplify, and succeed.
An Embedded Managed Solutions Platform
End-to-End Operations Support
Ellevate becomes your plug-and-play operations team.
What’s Included:
- Platform configuration
- Process documentation and optimization
- Project management and vendor consulting
- Client reporting and billing setup
M&A Integration
We handle conversions, cleanups, and systems unification so your acquisitions create value, faster.
What’s included:
- Systems conversions
- Data migration and cleanup
- White-glove onboarding
- Platform consolidation
Data and AI Management
We standardize, normalize, and futureproof your data to help you get ahead of AI disruption.
What’s included:
- Data lake and warehouse deployment plan
- Data hygiene and normalization
- Integration support
- Reporting infrastructure
Technology Optimization
We clean up, implement, and manage your platforms so you can focus on growing assets.
What’s included:
- New system implementation
- Workflow development and optimization
- Vendor evaluation and selection
- Ongoing tech support and training
Comprehensive Expertise
Our end-to-end support model delivers execution and expertise beyond your internal capabilities.
What’s included:
- Outsourced platform administration
- Access to 13 domain experts
- Scalable support tailored to firm complexity
- Offered at a fraction of the cost of full-time hires
An Extension of Your Team
Experienced partners give you execution on day-one, not a three-month onramp.
What’s included:
- Embedded partners for leadership, operations, and tech teams
- Ongoing strategic execution
- Bespoke service model built around your needs
- De-risk your tech decisions with expert advice