New platform debuts artificial intelligence (AI) assistant RAI, delivering real-time insights, simplifying daily operations and redefining how financial advisors manage their practices

BOSTON: #AIAssistant--Integrated Partners (“Integrated”), a national financial planning and registered investment advisory (RIA) firm serving more than $21 billion in assets under advisement (AUA), today announced the official launch of the Integrated Advisor Dashboard, a fully integrated, advisor-first technology platform designed to streamline workflows, personalize insights and unlock long-term growth potential.

Developed in close collaboration with Invent, a leading platform solving for the integration and data management challenges, the dashboard represents a major leap forward in how advisors can manage, scale and future-proof their practices—without losing the human connection at the heart of financial advice.

“Just as Amazon revolutionized shopping, we aim to transform how advisors do business. We want to make the Integrated Dashboard, powered by Invent, the Amazon for their businesses,” said Andree Mohr, president of Integrated Partners. “Advisors face increasing complexity in a landscape where time is their most precious resource. With this platform, we’re giving them that time back. We’re freeing them to focus on building relationships, delivering value and accelerating the growth of their business.”

The Integrated Dashboard is built around four fundamental advisor pain points:

• System Overload: Advisors often toggle between multiple systems to access client data and complete routine tasks. The Integrated Dashboard brings everything into one place—CRM, custodians, marketing tools, notifications—reducing friction and delivering a clean, intuitive experience.
• Static, Siloed Data: Through the platform’s smart analytics tools, advisors gain access to real-time business metrics—from client distribution risk to total AUM and practice valuation insights. This actionable data enables more strategic decision-making and drives measurable business impact.
• Limited Customization: Unlike conventional dashboards, this platform allows advisors to design their own views, prioritize the metrics that matter most and tailor the experience to their firm’s unique needs.
• Lack of Scalability: As firms grow or begin serving more complex clients, they often outgrow their tech. Through Invent’s flexible, cloud-native infrastructure, Integrated can plug in new tools and solutions without disrupting workflows—making growth seamless and secure.

“We built this platform to deliver simplicity without sacrificing sophistication,” said Oleg Tishkevich, founder and CEO of Invent. “By consolidating fragmented systems, embedding AI and enabling secure data flow across custodians and tools, we’re giving advisors a dynamic ecosystem that grows with them. Integrated had a bold vision, and we’re proud to help bring it to life with technology that’s purpose-built for scale, speed and flexibility.”

One of the platform’s standout innovations is RAI, a proprietary AI assistant built into Invent in partnership with ARQA, an AI-enabled platform that is on a mission to empower high-net-worth individuals, family offices, investment advisors and institutions by delivering swift and insightful access to extensive information within their portfolios.

“We designed ARQA AI Chat to be a universal connector, helping professionals cut through the noise and get straight to the insights that matter, no matter where their data lives,” stated Haik Sahakyan, co-founder and CEO of ARQA. “By embedding this capability into RAI, Integrated is enabling advisors to operate faster, smarter and with greater confidence in every interaction.”

RAI is modeled after longtime firm leader Ray Lucas, CFP®, CRPC®, SVP of financial planning & training at Integrated Partners. RAI helps advisors quickly retrieve business insights, access marketing collateral and initiate routine tasks like client communications. When questions require a nuanced response, RAI guides users to the right Integrated team member—ensuring fast answers without compromising expertise.

“In a world where markets shift, technologies evolve and client expectations continue to evolve, we believe advisors deserve tools that offer greater control,” said Paul Saganey, CFP®, founder and CEO of Integrated Partners. “The Integrated Dashboard isn’t just about staying competitive—it’s about reimagining how we work. This is only the beginning, and I couldn’t be more excited about where we’re headed together.”

Advisory firms wishing to learn more about Integrated’s suite of back-office and organic growth solutions are encouraged to visit integrated-partners.com.

About Integrated Partners

Since 1996, Integrated Partners has been helping financial advisors to achieve their entrepreneurial vision. We offer comprehensive business building services, designed with the truly independent advisor in mind. With over 220 advisors, 200+ CPAs and 116 regional offices across the United States. Integrated has built our reputation advisor by advisor, client by client. Constructed and grown upon a foundation of empowerment, integrity, and trust, we believe in the incredible power that financial advisors have to make a positive impact on people’s lives. Integrated supports advisors by offering a completely customizable open architecture business environment: technology, investment management, advanced planning, CPA partner program, custody, marketing, public relations, M&A, succession planning and comprehensive business counsel.

We believe in advisors. Let us prove it to you.

Investment advice offered through Integrated Partners, a registered investment advisor. *$21.3 billion in assets under advisement inclusive of $15.6 billion in advisory assets as of 1/31/2025.

About Invent®

Invent is an award-winning cloud-native platform, methodology and consulting approach for systems and data architecture, integration and digital experience dedicated to serving firms in the wealth management and real estate industries. Currently serving over 20,000 unique users on their platform, INVENT is rapidly becoming the industry standard for fintech development. http://www.INVENT.us

About ARQA

ARQA is an AI-enabled platform that is on a mission to empower high-net-worth individuals, family offices, investment advisors, and institutions by delivering swift and insightful access to extensive information within their portfolios. ARQA's goal is to drive success through advanced and intelligent capabilities, ensuring our customers thrive in the ever-evolving financial landscape.

Fonte: Business Wire