RIA Operations

The Operational Challenge Facing RIAs

As an RIA (Registered Investment Advisor) grows, so does the complexity of managing day-to-day operations. From reconciliation and performance reporting to platform maintenance and client data oversight, these responsibilities demand time, accuracy, and consistency — resources that can be stretched thin, especially for lean teams. Staffing for operations can be difficult, and turnover or transitions often leave firms without the continuity or depth of experience needed to maintain high standards. Whether it's ensuring the numbers tie out, reports go out on time, or data is accurate across systems, many firms find they need more hands — not more software — to get it all done right.

Our Support-Oriented Approach

At Pi Consulting Group, we step in as that dependable extra set of hands. With nearly two decades of experience in RIA back-office operations, we’re here to support your existing processes, not reinvent them. Our services focus on reconciliation, performance data validation, data integrity review, and support during transitions — particularly when a team member leaves, or your firm is undergoing a platform change. While we’re comfortable across systems like Orion, Tamarac, Black Diamond, and Advent, our primary role is to vet and maintain the integrity of your data so you can rely on it — and act on it — with confidence. We don't promise automation; we deliver the day-in, day-out reliability that keeps your operations moving, whether for a quarter-end reporting cycle or an internal cleanup initiative.