Running an Independent RIA Became Easier Than the Wirehouse 

Sometimes Starting Over Leads to Better Decisions

Jacob Rieger didn’t expect one of his first major projects at Vaultis Private Wealth to involve evaluating TAMPs nationwide.

After spending a decade in the wirehouse world at UBS, Rieger joined Vaultis expecting to build upon the firm’s existing infrastructure and long-standing platform relationships. But when their legacy TAMP relationship was disrupted through acquisition, the firm was suddenly forced to reassess everything.

What followed was a months-long process evaluating advisory platforms, technology providers, investment teams, and operational capabilities across the country.

Instead of relying on familiarity or legacy relationships, Vaultis approached the search with a blank slate and a simple question:

What actually helps an independent RIA operate better?

That process ultimately led them to CacheTech.

A Partnership Model Built Around Advisors

Many platforms lead with technology.

CacheTech starts with alignment.

Before discussing dashboards, integrations, or portfolio models, CacheTech focused on understanding how Vaultis operated, how they served clients, and where they wanted to take the business long term.

That difference mattered.

Vaultis wasn’t looking for another vendor relationship. They were looking for a partner that understood the realities of running an advisory business and could support both the client experience and the operational side of the firm.

Rather than overwhelming advisors with thousands of overlapping investment options, CacheTech offered something more valuable: clarity, accessibility, and a team that stays engaged long after onboarding.

One Unified System Instead of Operational Friction

Operational complexity is one of the most underestimated challenges in the advisory industry.

Disconnected systems, fragmented workflows, duplicate data entry, and administrative overhead don’t just slow firms down — they pull attention away from clients.

CacheTech was built to solve that problem.

Trading, operations, distributions, rebalancing, model management, and portfolio transitions all operate within a unified system designed specifically for independent advisors.

For Vaultis, the impact was immediate.

Instead of navigating multiple platforms and disconnected workflows, the team gained a streamlined operating environment where investment management and operations work together seamlessly.

Key Benefits

• Unified trading and operations workflows
• Simplified distributions and rebalancing
• Integrated tax-aware portfolio management
• Reduced operational overhead
• Direct access to investment and operations teams
• Scalable infrastructure designed for growing RIAs

Independence Without the Chaos

For many advisors leaving the wirehouse world, there’s an assumption that independence means more operational burden, more complexity, and more administrative responsibility.

Vaultis found the opposite.

By partnering with CacheTech, the firm gained the flexibility and ownership that comes with independence while maintaining institutional-level operational support behind the scenes.

Complex client transitions, concentrated positions, tax-sensitive portfolio moves, and ongoing investment management became collaborative conversations rather than operational headaches.

That combination allowed the Vaultis team to spend less time managing systems and more time focusing on client relationships.

Built to Evolve Alongside Advisory Firms

The strongest advisor partnerships don’t stay static.

They improve over time.

Vaultis and CacheTech continue to work closely together through regular collaboration between advisors, operations, and investment teams. Client needs, operational feedback, and advisor experience all help shape the ongoing evolution of the platform.

That relationship-driven approach remains central to how CacheTech operates today.

The goal is not simply to provide software.

The goal is to help advisors build better businesses, create stronger client experiences, and operate with greater confidence and efficiency as they grow.

Looking for a Better Way to Operate Your RIA?

CacheTech Advisor Solutions combines portfolio management technology, trading infrastructure, and dedicated operational support into one unified advisor platform built by experienced advisors for advisors.

Whether you are transitioning from a wirehouse, reevaluating your current TAMP relationship, or looking to simplify operations as your firm grows, CacheTech is designed to help independent advisors scale with confidence.