Leverage the power of technology. Innovate with us.

Technology is always advancing and the financial services industry can oftentimes be late to adopt new software. With so many systems, advisors struggle to connect them all into one cohesive solution. We provide groundbreaking solutions to help you maximize the value of your tech stack and free you up to spend more time with clients.

OUR PLATFORM & SOLUTIONS

Revisor Solutions provides a one-stop solution for integrating your technology and operations. No more worrying about inaccurate performance reporting, billing mistakes, trade routing errors, or cumbersome account management. We provide a solution that gives you, the advisor, confidence and allows you to elevate their practice by focusing on their clients and growth. Advisors and RIAs choose to work with Revisor because of our innovative solution which offers the following benefits and advantages:

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Specialization
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Customization
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Implementation

OUR PARTNERS & VENDORS

RESEARCH & ANALYTICS

financial
planning

Trading & Rebalancing

Risk
analysis

Custodians

Compliance

CRM

Risk
analysis

crm

custodians

Who We Serve

Built by Advisors for Advisors & RIAs

BREAKAWAY ADVISORS & NEW RIAs

If you’re just breaking away from a wirehouse or bank, you’ll need a technology platform that supports your business after transitioning, and we’ll help you build one that is as efficient as the one you’re leaving behind.

ESTABLISHED ADVISORS & RIAs

Even established independent advisors and RIAs that have been in business for years can benefit from a modern and integrated approach to technology and operations that drives efficiencies for advisors and better outcomes for their clients.

ENTERPRISE

We leverage our experience working with advisors and RIAs to build custom solutions for large organizations like TAMPs, Wirehouses, and Independent Broker-Dealers that optimize their tech stack to meet the needs of their own advisors and clients.

Welcome to a new era for advisors! We’ve created an innovative solution that integrates disparate systems and streamlines processes. Advance your current capabilities and move your practice forward by focusing on what matters most to you.

Landon Jones, MBA, CFP®
Founder & President

how it works

Creating revolutionary solutions for advisors is our passion. All our services are innovative, game-changing, and elegantly simple. We are committed to enhancing and streamlining the multiple vendors and service providers.

Without Revisor

With Revisor

Innovate With Us

Interested in advancing your financial advisory practice and staying at the forefront of technology? Let’s talk.