Our Services - Explained

We often get asked about our service offerings, pricing and approach. Below are some common Q&A’s.
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How do I know which of your services are right for my firm?

We talk, and together, determine the service offering that best fits your firm. Our ongoing client relationships are based on understanding your firm’s technology needs and business structure. Schedule a call for free –share your story while we listen. If interested, we will schedule a secondary Proposal Call to review goals, initiatives & timeline.

What is the difference between the services you offer?

Although we cover a lot of ground as consultants in this industry, we help firms in three core areas:

We assess your needs & wants around certain types of tech while identifying how you use the tech in your everyday world. We then take what we’ve learned and create a customized recommendation process. We show & explain the tech options, introduce you to the vendors and foster the decision-making process.

Some firms require a mix of services – each client service offering is customized to your firm’s needs, staff skillset & timetable.

Using the tech you have to its greatest capabilities is a big win! Many firms wish they could accelerate their tech learning curve without self-help videos & whitepapers. We screen share during our calls, training you on the systems and the quick win tech functionality. Optimizing what you have today creates a huge impact to productivity!

Some firms require a mix of services – each client service offering is customized to your firm’s needs, staff skillset & timetable.

Repeatable processes create accountability and efficiency. We help firm define their best practices and build workflows directly into your CRM.

Some firms require a mix of services – each client service offering is customized to your firm’s needs, staff skillset & timetable.

What is the cost & payment structure for your services?

Firms hire us on a monthly retainer. Pricing is based on our time spent working with your firm AND our internal time spent on research or deliverables.

Most firms fit a $2,000 – $4,000 monthly retainer.

Full Technology Assessment & Recommendation engagements are a flat fee ranging from $6,000-$12,000 dependent upon scope of the project(s).

How long do firms work with RIA Oasis?

Most firms continue an ongoing relationship with us ranging from 3-12 months, depending upon needs, staff capacity, skillset and learning curve. The scope of how we help your firm can change from month to month – together we determine realistic goals, time commitment, and costing.

How can we help?
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