ABOUT
RNR WMS
RNR is an outsourcing solution for RIA firms, Wealth Managers and Advisors. We focus on Reconciliation and Reporting as well as other services that range from Data Aggregation to Fee Billing.
The first question we always are asked is “What does RNR stand for?” The answer is simple: Reconciliation and Reporting. This is our main focus and so you can focus on what you do best.
We started as the back office of an RIA firm in 1995. We then moved to being part of a larger Outsourcing firm who deals with UHN advisors with an AUM of 5+ Billion. In 2009 we noticed a need to help Advisors with a lower AUM. We broke off and started our own firm specializing in the smaller to mid-size firms. Our typical client will have an AUM of 100 Million to 1 Billion. They also typically use Advent AXYS or APX.