Essential Kit
Gain assisted registration and compliance program support plus bookkeeping setup
14% Savings
$3,945
$3,425
one-time fee
Core compliance & bookkeeping:
RIA Registration
Books Set Up & Quickbooks Discount
Exclusive Swag
Power Kit
Streamline operations and eliminate gaps in client service with guided, hands-on support
$10,033
one-time fee
Guided compliance & tech foundations:
Standard Compliance Foundations
Books Set Up & Quickbooks Discount
Kick-Start Tech Setup Learn more ↗︎
Marketing / Branding Group Coaching Intensive
Exclusive Swag
Platinum Kit
Master any compliance complexity, plus operational backup and business coaching
$15,059
one-time fee
Full-support foundations for compliance complexities & growth:
Enhanced Compliance Foundations
Books Set Up & Quickbooks Discount
Kick-Start Tech Setup Learn more ↗︎
Marketing / Branding Group Coaching Intensive
Two 1-on-1 Coaching Calls
Exclusive Swag
Compare all features
Essential Kit
Power Kit
Platinum Kit
Compliance Support
RIA Registration and support
Form ADV & U4 drafting and submission
Client Agreements & Privacy Policy drafting
Weekly Compliance drop-in group calls
Core Policies and Procedure Development
Compliance Manual
Creation of additional required state documents for firm registration
Business Continuity Manual, Security Manual, and Code of Ethics creation
ADV Amendment filing within 30 days of firm approval
Support with regulator correspondence during Registration
Guided CCO compliance training
Email support after registration
Smartria setup and training
Compliance Program development
Form ADV & Client Agreement updates
Audit prep support and guidance when applicable
Additional consulting calls as needed
Additional State and IAR Registrations
Operational Support
Books Set Up & Quickbooks Discount
Exclusive Swag
Marketing / Branding Group Coaching Intensive
Two 1-on-1 Coaching Calls
Find Your Fit
Set yourself up for success from day one
Not sure which Launch Kit is right for your RIA? Find your fit with this 3-minute quiz!
Blog
Compare Launch Approaches
DIY vs. Curated Launch Kits for an RIA
Not sure how to launch your RIA? Here’s a clear comparison of DIY and curated Launch Kit approaches.
Find Your Fit
Set yourself up for success from day one
Not sure which Launch Kit is right for your RIA? Find your fit with the 3-minute quiz!