PRI works with clients to develop and implement custom technology-based solutions to create efficiencies and streamline data gathering, monitoring and reporting functions. From sales and product support to compliance and supervision, PRI consults with clients to determine needs and to align goals with current resources and available third-party solutions.
PRI conducts preliminary due diligence on a number of vendors of web- and application-based platforms and tools designed to support broker-dealers, advisers and retirement plan providers and assists clients with identification and integration of custom and off-the-shelf solutions. Through leveraging technology, PRI assists our clients in developing economies of scale, promoting continuity and increasing profitability in connection with services and products offered to qualified retirement plans and IRA customers.