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Quick And Easy Setup

In your dashboard, we color code the steps so you can get it done in 5 minutes or less. And get back to your latte!

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Easy Data Import

We make it easy for you to add your data. Choose between csv import, manual entry, or add from Redtail.

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Redtail Integration

Seamlessly and quickly import your clients. We’ll be adding more CRMs shortly. Reach out to get yours added.

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Improvements

We’ll be adding new features and improvements based on your suggestions. So keep them coming!

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Stress-free reporting

You’ll get reports every 6 months, or whenever you want. Timestamps and user contacts to make auditors happy.

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FREE High-touch Support

FOR ALL! We’re building advisor apps, and we want to make sure you love them! So we’ll be highly accessible to you.

We do it all for you

  • Send your latest ADV Part II and Privacy Policy to clients annually
  • Send you a report of sent documents along with dates and timestamps
  • Give you an easy way to add new clients, and we’ll send to them immediately
Try It Free

What is RIAengine?

RIAengine builds tools for financial advisors like you. Right now it’s one tool, the ADV Part 2 and Privacy Policy service, we send the ADV Part 2 and Privacy Policy periodically to your clients, and keep accurate reporting that auditors love.

Pricing

If you have more than 5,000 clients please contact us.

All plans include 60 days free trial while we are in beta. Don’t miss out!

  • Basic Plan
    • $ 24 year
      • 500 clients
      • High-touch support
      • Audit reports
      • 60 days FREE trial!

    • Free Trial
Best Value
  • Pro Plan
    • $ 49 year
      • 3000 clients
      • High-touch support
      • Audit reports
      • 60 days FREE trial!

    • Free Trial
  • Enterprise Plan
    • $ 99 year
      • 5000 clients
      • High-touch support
      • Audit reports
      • 60 days FREE trial!

    • Free Trial