HNW business checklist and blog

Navigate a key business transition such as going RIA, M&A, and more!

Create capacity and improve efficiency.

Increase your clients and revenue, and expand your business.

CNR Insights

Videos, articles, webinars, and more!

Why CNR?

A personalized approach to portfolios for high-net-worth clients.

Talent planner, hiring checklist and onboarding guide

TechOps audit, CRM scorecard, and 10 tips to implement workflows

Tech stack review, finder, builder, and implementation planner

Scorecard and persona builder

Business audit, one-page business plan template, and planner

Going RIA with SEI

You deserve a custodian that makes life better for your clients and helps your business grow.

Client Reviews with PreciseFP

Redtail and PreciseFP

Wealthbox and PreciseFP

G2 Reviews

Curious about what your peers are saying about our tool? Dive into the feedback on G2 to see why it’s been called “The best software we’ve adopted in the last couple years” and more.

Blog: Asking your boss for ownership

Institutional Referral Program

Enhance your income