Solutions
Software, products, and services designed to help wealth management firms navigate compliance requirements and scale their operations.
Built for Wealth Management
Every product we build is designed specifically for wealth management firms—RIAs, broker-dealers, and family offices. This focus allows us to solve problems that generic platforms ignore, from supervised AI that understands advisor-client communications to options automation that preserves individual client holdings.
Our solutions work together when needed, but each stands on its own. You're not forced into an all-or-nothing platform decision.
Software
Compliance and operational technology
Why Firms Choose Acumen
Benefits that matter when selecting compliance and operational solutions
Regulatory Expertise
Built by people who understand SEC, FINRA, and state requirements. Our solutions reflect real-world compliance workflows, not theoretical frameworks.
Rapid Deployment
Most implementations take weeks, not months. We prioritize getting you operational quickly with incremental improvements over time.
Dedicated Support
You work with people who know your firm and understand your challenges. No generic help desk tickets or offshore support centers.
How We Work
Discovery
We start by understanding your current compliance workflows, technology stack, and operational constraints. This helps us identify where our solutions provide the most value.
Pilot
Deploy with a small group—typically your compliance team or a subset of advisors. This validates the approach and builds internal champions before broader rollout.
Scale
Expand to additional users and integrate with existing systems. We provide ongoing training, support, and updates as your needs evolve.
Need Help Choosing?
Not sure which solutions are right for your firm? Schedule a conversation to discuss your specific needs and operational constraints.
Connect with Relationship Manager