Praxia is a single source for RIA services. Our broad range of services include an experienced transition team to ensure you and your clients have a positive experience on your way to independence. We also provide the services and support you need to run a successful practice. OUR OFFERING Tech Solutions As you form your firm, and evaluate your options, you will find that tech choices are paramount to your success. All components of our IT infrastructure have been fully evaluated and tested for seamless integration with each other and offer mobile access so you can operate your business from virtually anywhere. Investment Solutions Praxia utilizes advanced third-party technologies and access to a comprehensive investment platform to provide the very best liquid and alternative asset investment options, tax managed overlays, cash management, and trading and rebalancing. Comprehensive Reporting We firmly believe that for an IAR to truly deepen client relationships, you must illuminate everything. Our platform utilizes best-in-class reporting technology, enabling you to bring your clients’ entire portfolios into view, while helping you differentiate yourself. Multiple Custodians Each custodian has its own strengths, weaknesses and cost structure. Through Praxia, you’re not tied to just one; you can choose the right combination based on your clients’ needs, investment portfolios, economics and access. Compliance A clean U-4 is the most valuable asset on your personal balance sheet. By joining Praxia, you will immediately be able to serve your clients and grow your practice in a secure, compliance friendly environment. Protecting your clients and protecting your registration are both important outcomes. Operations Support Your most valuable asset is your time. Having an educated, dedicated staff to help process paperwork and requests frees you and your team to focus on growing your practice, enhancing client service and delivering best-in-class solutions.