The Automated RIA
Work Less. Get More Done.
Spend less time on compliance, administration, and paperwork, and more time doing the things that inspired you to start your firm in the first place.
Schedule a Discovery Call
Your firm should be helping more clients.
Unfortunately, most RIAs spend 25-60% of their time on compliance, administration, and paperwork. Taking on new clients feels more like chaos than client service.
We turn repetitive tasks and manual processes into automated workflows so you can take on more clients, provide better service, or just go home earlier every day.
Founded by a former investment advisor in 2014, New Nine Studio creates digital solutions to help RIA firms work less and get more done. We can help yours too.
Don’t just take our word for it.
“[Joe] elevates the team by proposing pragmatic process tweaks and fostering a culture of quality.”
How we help you work less and get more done
Compliance-focused digital solutions designed to lighten your load and keep regulators off your back.
Task & Workflow Automation
Convert manual processes into automated workflows
Reduce human error and busywork so your team can keep regulators at bay and focus on growing the firm.
Custom Apps & Software
Tools & software designed to fit how you do business
Bring your scattered tools and spreadsheets together into a system built for how you actually serve clients.
Dashboards & Reporting
Visibility into the numbers that matter most to you
Monitor firm metrics that actually matter to you – from the office or the golf course.
How it works
3 Simple Steps to Automating Your RIA
Discovery Call
We discuss your goals, challenges, and opportunities to identify where we can help.
Implementation
We build and implement software, automations, and reporting systems to replace busywork.
Enjoy The Results
You decide how you want to enjoy the additional time and freedom your firm provides.
If you’re looking to simplify and scale your firm without burning out, scheduling a discovery call is the right choice.