Running an independent RIA became easier than the wirehouse.
When its legacy TAMP relationship was disrupted by an acquisition, Vaultis Private Wealth reevaluated platforms across the country. After months of due diligence and side-by-side comparisons, the firm chose CacheTech for a unified operating system, a dedicated investment and operations team, and a partnership built around how advisors actually work.
Sometimes starting over leads to better decisions.
Jacob Rieger did not expect one of his first major projects at Vaultis to involve evaluating TAMPs nationwide. After a decade in the wirehouse world at UBS, he joined Vaultis expecting to build on the firm’s existing infrastructure and long-standing platform relationships.
When that 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?
“Doing business in the independent space became easier — not harder — than it was at the wirehouse.”
Jacob Rieger, Vaultis Private Wealth
A partnership model built around advisors.
Many platforms open with technology. CacheTech starts with alignment. Before discussing dashboards, integrations, or portfolio models, the team focused on understanding how Vaultis operated, how it served clients, and where it wanted to take the business long term.
Vaultis was not looking for another vendor relationship. It was 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.
“Working with CacheTech, to be able to have that dedicated team where we’re all working together made a lot of sense for us.”
Jacob Rieger, Vaultis Private Wealth
Understand the firm first
The conversation started with how Vaultis worked, not with a feature list.
Stay close to the people
Clarity and accessibility, from a team that stays engaged long after onboarding.
Connect the operating work
Investment management and operations working together rather than in parallel.
One unified system instead of operational friction.
Disconnected systems, fragmented workflows, duplicate data entry, and administrative overhead slow firms down and pull attention away from clients.
Trading, operations, distributions, rebalancing, model management, and portfolio transitions all operate within a single system designed for independent advisors. For Vaultis, the impact was immediate: instead of navigating multiple platforms and disconnected workflows, the team gained a streamlined operating environment.
“It’s all built into the same system to where it makes doing business easy. I don’t have to jump through a lot of hoops.”
Jacob Rieger, Vaultis Private Wealth
- 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 is 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 keeping 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 on client relationships.
“Everything that we do and talk about is the client at focus.”
Jacob Rieger, Vaultis Private Wealth
Built to evolve alongside advisory firms.
The strongest advisor partnerships do not 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 how the platform evolves.
The goal is not simply to provide software. It is to help advisors build better businesses, create stronger client experiences, and operate with greater confidence as they grow.
Discuss a similar transition.
If a platform change, breakaway, or growth constraint is forcing your firm to reevaluate how it operates, bring us the workflow that costs your team the most time.
This testimonial was provided by a current client of CacheTech Advisor Solutions. The client was not compensated for providing this testimonial. No material conflicts of interest are present that would influence this testimonial. This testimonial may not be representative of the experience of other clients and is not a guarantee of future performance or success. Investing involves risk, including the potential loss of principal. CacheTech Advisor Solutions is a registered investment adviser. Registration does not imply a certain level of skill or training.
Bring us the workflow that costs your team the most time.
We map the current owner, the handoffs, where it breaks, and a better division of responsibility. You leave with a concrete next step, whether or not CacheTech is the answer.