Rossby Financial Creates Unified Advisor Experience Via Milemarker
Rossby Financial ("Rossby"), a tech-forward, open architecture, enterprise RIA, is putting all the information advisors need to manage their practices into one, unified dashboard through its new partnership with Milemarker, a leading technology platform revolutionizing how advisory firms, independent broker-dealers (IBDs) and registered investment advisors (RIAs) operate and scale. Rossby is poised to scale while continuing to provide advisors flexibility alongside autonomy.
Rossby Financial Partners with Seeds to Empower Advisors with Personalized Portfolio Management at Scale
Rossby Financial ("Rossby")—a tech-forward, open architecture enterprise RIA—is proud to announce its partnership with Seeds Investor ("Seeds")—a leading fintech company enabling advisors to create a personalized investing experience and streamline portfolio operations. The partnership will provide Rossby-affiliated advisors full access to the Seeds investment management platform.
Rossby Financial Adopts Archive Intel’s AI-Driven Compliance Solution
Archive Intel, a pioneering provider of AI-powered communications archiving and compliance solutions, announced today that Rossby Financial (Rossby), a tech-forward registered investment advisor (RIA) firm, is now utilizing its services as part of its industry-leading tech stack. Advisors affiliated with Rossby will have access to Archive Intel's cutting-edge compliance technology to streamline compliance and mitigate risks.
