Tech Stack
Integration that inspires.
Using our platform is easy. Advisors simply connect their source of truth (CRM) to our source of truth (Books & Records). Our advisors have the freedom to choose the CRM that works best for their business model, not ours. Our platform was developed to enhance the user experience and bring your business ideas to life.
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Portfolio Management & Investment Reporting
Easily manage client portfolios and customize reports to meet your business needs.
Rossby utilizes the Black Diamond® Wealth Platform for up-to-date account data and performance reporting as well as high-end software that allows advisors to stay on top of their clients' accounts.
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Account Rebalancing & Trading
Track your clients' accounts, rebalance, and place trades at scale.
Stay aligned with your clients' goals in one place, with high-end modeling framework, proactive monitoring, straight through trade processing and tax-efficient capabilities.
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Client
Experience
More than just a place for your clients to view their investment holdings.
Upgrade your clients' experience with a custom-branded, interactive portal. Document your communication with clients, sync outside accounts, upload documents to their secure vault, and highlight dynamic portfolios.
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Compliance &
Guidance
We designed our policy and procedures with the Clients and Advisor first.
Rossby supports your business with thoughtful guidelines through technology partners to lessen the burden of document movement, retention, and recall. You provide service to clients and develop those relationships, we support. You are looking for a team to work alongside you, not against.
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Clearing
Firms
We are always performing due diligence on clearing opportunities for the best client experience and Advisor support.
Rossby currently supports custodial services with Schwab Institutional. On top of this, we have full trading and advisor managed through AssetMark, SEI, and Capital Group along with their strong TAMP services. Having options for custody and trading gives flexibility based on your practice makeup. We are here to help you in selecting the best fit.
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A Hybrid
Option
Are you managing most of your clients' assets on platform but are also the broker for some accounts that are held direct?
Rossby is a Hybrid RIA Enterprise. This means more flexibility. We are aligned with a broker-dealer, Private Client Services, LLC for a compliance backbone to facilitate your direct business.
