RIA Technology Freedom

Charmaine

Published on: 26/09/2025

This article explores why technology freedom is one of the biggest advantages of going RIA. Unlike advisors tied to broker-dealer platforms, independent RIAs can choose best-in-class tools, streamline operations, control costs, and truly own their client data. By customizing their tech stack, advisors improve efficiency, deliver a better client experience, and unlock long-term growth — all while regaining control of their future.

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Sponsor

United Advisor Group

Independent but not alone. True partnership for financial advisor independence.

8170 Corporate Park Dr.

Suite 300

Cincinnati, OH 45242

Contact Ray Gettins

[email protected]

(513) 702-7211

www.uagria.com

linkedin.com/in/raymond-gettins-crc-490151

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United Advisor Group and Beneficial Business Solutions proudly support BraveHearts for Kids via revenues and connections made through this page. When you choose to work with us, not only do you gain your RIA independence, you help families navigate the challenges of pediatric cancer.

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