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FINANCIAL TECHNOLOGY

If you could run your business with the absolute best advisor-focused, client-centric technology available, you would. So we do. No legacy systems, clunky components or limited solutions here. Like our whole business model, our technology is designed from the ground up to offer agility, flexibility and all the features an independent advisor needs to essentially plug and play from day one.

Medici Firma works with the leading providers of integrated, web-based financial technology systems available—systems that are fast, reliable, scalable and secure. Through our custodian-agnostic platform RIAs are able to run businesses with greater efficiency and profitability, and access a wide range of outsourced portfolio management services and tools. These include:

BlockChain Technology 
Performance Reporting & Reconciliation
Billing
Trading Tools
Financial Planning
Medici Firma Proposal Generator
Contact Management/CRM
Medici Firma Client Portal

The Medici Firma Network Portal (MNP) not only opens up just about every institutional channel available, but provides Medici Firma-only access to research on traditional, alternative and specialty niche products and services. That’s a serious edge which gives unprecedented depth and breadth and lets RIAs stay on top of dynamic investment trends. MNP offers:

  • Quick, single-sign-on access to Medici Firma’s service partners, including custody and reporting services
  • Central location to access to all research, products and services available on the Medici Firma platform
Connect with us on Medici Firma Client Management Platform
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