LinkedIn·Tuesday, 18 August 2026·8d ago

For mid-sized RIAs, growth is beginning to outpace operating capacity. Advisors now spend an average of 11 hours per week on manual tasks…

InvestSuite

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For mid-sized RIAs, growth is beginning to outpace operating capacity. Advisors now spend an average of 11 hours per week on manual tasks according to AdvicePay's 2025 Fee-for-Service Industry Trend Report. At the same time, a Wealth Mosaic article shows that the industry is contending with a looming shortage of 100,000 advisors, alongside persistent fee compression. The result: firms managing between one billion and fifty billion dollars in AUM are being asked to serve more clients and meet rising service expectations without a proportional increase in headcount. Spending on technology has not solved this. A 2026 Envestnet study found that 24% of advisors cite disconnected technology solutions as their single biggest challenge, and that fragmentation carries a real cost: 82% of advisors report losing prospects, and 67% report losing clients to firms with better technology. More tools rarely means less burden. Often, it means the opposite. We built Invest in a Box for this exact constraint. It offers an app RIA clients will love and advisors will appreciate: the place where self-directed investing and automated advice is combined with a structured go-to-market programme, automating a significant share of the wealth management workflow so firms can serve more clients while freeing up advisor time for value-added tasks. Zero worries about the technology launch. Full attention on the clients. Looking for a way to leverage technology to consolidate your client relationships at scale? Request an Invest In A Box demo here: https://lnkd.in/eNMg25XZ

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