Designed to Answer Any Tech Question RIAs Face

From Consulting to Implementing to Operating – Solve Your Tech Issues for Good with Ellevate

Digital Transformation Services

Make your digital transformation and employee adoption goals a reality with our healthy balance of business continuity and change.

Technology Optimization

Optimize your ROI with a dedicated team of technical experts who can fully integrate and operate your reporting platform, ensuring the technology evolves with your business goals – without sacrificing your focus on other areas of your business.

Staffing Solutions

Minimize the disruptive effects of employee turnover and key person risk by simultaneously adding depth of personnel, expertise and continuity.

Client Experience

Differentiate your CX with a fully personalized client experience that allows you to elevate and expand your services at scale.

Implementation Services

Minimize the disruptions that typically accompany complicated technology conversions – for your team and your clients – with our technical expertise and resources.

Account Aggregation

Position yourself to capture more of your clients’ investable assets with reporting that can aggregate alternative investments and offline accounts not supported by traditional data feeds.

Integration & Automation

Streamline repetitive tasks, centralize technology operations and introduce discipline to reduce error-prone processes.

Client Billing

Audit and process your fees in a timely manner as our team implements and manages your client billing process.

Project Management

Keep your team focused on core business strengths and client relationships while we organize the big picture and implement the fine details of your tech projects.

M&A Transition Support

Bring order to the often confusing M&A process through a simplified, proven process that minimizes disruptions and helps everyone get on the same page.

The Answer to Tech Issues is Not Always ‘New Tech’

Schedule a consultation to find out how we can help

Contact us so we can talk to you about your needs and goals. Then we can discuss our services, how we can help you succeed and provide you with an accurate, tailored quote.