Modern solutions for wealth management and compliance

Software, institutional products, and professional education designed to help firms navigate regulatory requirements and scale operations.

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Solutions

Specialized software, products, and services that address different aspects of wealth management operations.

Software

Compliance and operational technology

Glynac

Compliance-First AI Workspace

Unified CRM, communications, and portfolio data with supervised AI agents that automate workflows and surface regulatory risk.

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Tollbooth

Automated Options Execution

Rules-based covered call and options automation that generates systematic income while preserving individual equity positions.

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Investments

Institutional-grade investment solutions

Prairie Hill Holdings

Institutional NNN Real Estate

Institutional-quality triple-net lease (NNN) real estate solutions for advisors and high-net-worth clients with tax-efficient structures.

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Education

Professional development and training

CWMU

Compliance Wealth Management University

Professional education covering compliance, operations, technology, advisory practice, and business development for wealth management firms.

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How We Work

A proven three-step approach to transformation

01

Diagnose

Deep discovery across compliance, operations, and technology to identify gaps and opportunities.

02

Design

Build a regulatory-aligned roadmap and operating model tailored to your firm's unique needs.

03

Deliver

Activate the right Acumen products and services, then measure results against defined outcomes.

Real-World Impact

How wealth management firms use our technology platform to solve complex operational and compliance challenges

AI-Powered Compliance Automation

Challenge

Mid-sized RIA struggling with manual compliance workflows and fragmented communication systems.

Outcome

Implemented AI workspace reducing compliance burden by 70% while improving audit readiness.

Systematic Income Generation

Challenge

Broker-dealer seeking differentiated options strategies while preserving individual client holdings.

Outcome

Deployed automated platform generating consistent income and attracting $200M+ in new assets.

Technology-Driven Growth

Challenge

Legacy firm facing competitive pressures from modern fintech-enabled competitors.

Outcome

Integrated technology platform reducing operational costs 40% and accelerating growth 60%.

Let's Discuss Your Needs

Schedule a conversation to explore how our solutions can address your firm's compliance and operational challenges.

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