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.
- Assess your technology needs & wants while identifying staff usage & adoption.
- Show & explain multiple tech options, manage vendors and foster the decision-making process.
- Our tech knowledge & expertise creates customized recommendations that is right for your firm.
- Project Manage tech implementation with your team
- Manage your firm’s entire tech ecosystem while leading the project for vendors, staff & outsourcers
- Recommend integration data flows that bring efficiencies to your firm
- Using the tech you have to its greatest capabilities is a big win! Optimizing what you have today creates a huge impact to productivity!
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.