CedarPoint Investment Advisors: Using IAS to Build a RIA Firm From the Ground Up

The Challenge: Starting from Scratch

Wilson and Dignan were building from the ground up and needed to secure the firm’s future by investing in the right technology and systems from the beginning. CedarPoint would be supporting a clientele that would want up to the minute information on how daily events had affected their retirement, estate, trust and other long term financial plans. The firm needed to adopt a proactive culture and have real-time information at their fingertips to calm client fears in an unstable economy.

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