ProAdvisorSuite
Helping RIAs save money, simplify tech selection, and stay ahead of the curve
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ProAdvisorSuite
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Service Provider
Lexington, KY
Serving Advisors Nationwide
Helping RIAs save money, simplify tech selection, and stay ahead of the curve
Service Provider Categories
- Practice Management
Overview
ProAdvisorSuite is a game-changing membership program designed for financial advisors, founded by Joe Moss, a long-time RIA ops and tech nerd. The goals of this initiative are to help RIAs save money, simplify tech selection, and stay ahead of the curve with some of the most innovative tech solutions.Member firms pay a monthly fee of $29 ($19/mo for Wealthtender members) to gain access to a growing list of vendors offering special discounted rates available exclusively for members. The more vendors a member utilizes from the list, the greater the savings.
If you're intrigued by the savings and enhanced efficiency that ProAdvisorSuite offers, we encourage you to request access on their website. You'll then receive instructions on how to become a member.
The more you use the more you earn:
✔️ 0-4 tools: 10% off every single one of them
✔️ 5-8 tools: 15% off every single one of them
✔️ 9+ tools: 20% off every single one of them
Primary Location
Lexington, KY
Video
Services Provided
- Vendor Assessments
- Vendor Discounts
What to expect in the first meeting
Hi, I'm Joe Moss, founder of ProAdvisorSuite. If you’d like to book a call to review your tech stack, click the 'Book Intro Call' button above. I look forward to speaking with you.What We Offer
- ✅ We negotiated the deals: Tech vendors want to be part of the bundle so that more RIA firms use their tools.
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- ✅ We tell you about the savings: You get to take advantage of the bundle and lower your cost of doing business as an independent RIA.
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- ✅ You can't believe how good it is! And yet! It's right here for the taking. Just $29 a month to join and start saving hundreds.
Badges
Special Offer
Financial Advisors: Join Wealthtender today to grow your business and unlock valuable discounts from our industry partners.
Write a Review
By clicking submit, you acknowledge this review is based on your own experience and reflects your genuine opinion. You also agree to our review policy, privacy policy, and terms and conditions, and give this financial advisor permission to publicly display your review on their website.
Loving ProAdvisorSuite!
Nov 27, 2023
I appreciate what Joe and his co-founder have created with ProAdvisorSuite. I was an early subscriber and am already saving net dollars after the cost of my PAS membership. But it's not just about dollars and cents. Joe is building an engaged community around PAS with advisors and fintech vendors having an open dialog around making our businesses and the overall industry better for all involved, especially our clients. What's not to love about that?!?
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