For Registered Investment Advisors
Most RIAs rely on internal staff who already have full-time jobs to manage complex software projects. There’s a better way — and it doesn’t require a $200k hire.
Years in Fintech & Wealth Mgmt
The Problem
Most RIAs don’t have a dedicated product manager. The person running your tech initiatives already has a full-time job — and they’re likely being set up to fail.
Too many software choices, too little clarity. The fintech landscape is crowded and no one on your team has the bandwidth — or the expertise — to evaluate it properly.
Your Head of Operations or Lead Advisor is expected to manage a complex software rollout on top of their actual job. Requirements get missed. Timelines slip.
Buy. Train. Neglect. Blame. Repeat. RIAs fall into a cycle of expensive platform switches that disrupt their business and pull advisors away from clients.
The Solution
Average Score: 3.12
Source: 2022 InvestmentNews Research Adviser Technology Study
Source: 2022 InvestmentNews Research Adviser Technology Study
The Solution
Craig steps in as your dedicated advocate on vendor calls and implementation projects — ensuring your needs are actually met, not just acknowledged.
Capturing real business requirements and firm workflows — and making sure they’re incorporated into the solutions being evaluated and built.
Your internal stakeholders become subject-matter experts — contributors to the vision — instead of being buried in project management tasks outside their expertise.
With 20+ years of fintech relationships and pattern recognition, Craig quickly separates the right tools from the hype — saving you costly mistakes.
The Process
A structured engagement that brings clarity, momentum, and accountability to your technology decisions.
Deep dive into current state, pain points, and goals.
Define vision, prioritize solutions, and map the roadmap.
Evaluate options, run due diligence, and make the recommendation.
Manage the project, hold vendors accountable, and protect your team.
Measure outcomes, iterate, and scale what’s working.
Create a vision, identify problems, and define success.
Learn from people about their needs and values.
Synthesize vision, ideas, and research into a prototype.
Test solutions in real time with real people.
Send your product into the wild and let it flourish.
Use metrics and data to measure success and plan improvements.
Six stages that guide product strategy, execution, and iteration.
Create a vision, identify problems, and define success.
Learn from people about their needs and values.
Synthesize vision, ideas, and research into a prototype.
Test solutions in real time with real people.
Send your product into the wild and let it flourish.
Use metrics and data to measure success and plan improvements.
Your Partner
Craig has spent his career at the intersection of advisory firms and the technology that serves them. He’s worked for leading custodians, built products used by thousands of advisors, and understands the independent channel from the inside out.
Ready to Simplify Your Tech Strategy?
No commitment. Just a conversation about where you’re stuck and how a fractional PM can help.
