Innovative Technology Solutions
Empowering financial advisors with cutting-edge technology to streamline operations and enhance client service.
Elevate Your Financial Institution with
State-of-the-Art Technology
At Myrias Financial, we equip financial institutions with advanced technology solutions through our partnership with Osaic Institutions, Inc. Our tools are designed specifically for financial advisors, providing comprehensive data aggregation, streamlined workflows, and real-time insights that enhance client service and boost operational efficiency.
Advanced Tools to Better Serve Your Clients
This technology is built with financial advisors in mind, offering a suite of tools that enhance client interactions and simplify complex tasks. With capabilities such as data aggregation, customizable client metrics, automated statement generation, and efficient e-signature processes, you can provide more personalized service while maximizing your time. Our system allows you to review assets by client, household, or custom segments, ensuring you can meet your clients' needs with precision and ease.
Optimize Business Performance and Maximize Efficiency
Keeping track of your business profitability has never been easier. Our technology provides detailed tracking of Assets Under Management (AUM), production goals, and key business indicators, enabling you to identify trends and navigate revenue fluctuations with confidence. The INFINET Dashboard gives you a real-time overview of client assets from multiple sources, customizable to fit your business needs. With centralized data, integrated CRM, and streamlined workflows, our solutions help you run a more efficient, paper-free, and hassle-free operation.