Technology Advisory for RIAs

Tech strategy, support, and AI adoption for Registered Investment Advisors—so you can focus on clients while your operations stay secure and scalable.

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How I Help RIAs

Technology, support, and AI—built for registered investment advisors

RIA Tech Strategy

Technology roadmaps and vendor selection for custodians, CRM, portfolio tools, and reporting—aligned with your growth and client experience goals.

AI for Advisors

AI strategy and implementation for RIAs: client communication, research, workflow automation, and compliant use of AI in your practice.

Ongoing Support

Dedicated tech support and account management so your systems run smoothly—from websites and integrations to day-to-day troubleshooting.

Compliance & Cybersecurity

Security posture, policies, and control consulting.

Data & Reporting

Analytics, reporting, and integrations so you have clear visibility into operations and can demonstrate value to clients and regulators.

Integrations & Custom Builds

HubSpot, WordPress, and custom integrations that connect your CRM, marketing, and client-facing tools into one coherent tech stack.

About Me

With over two decades in technology consulting, I focus on advising Registered Investment Advisors on tech strategy, support, and AI. I help RIAs choose the right tools and adopt AI in ways that are practical and compliant.

My approach blends strategy with hands-on execution—from vendor selection and custom software and ongoing support. I’ve worked with finance firms on websites, HubSpot, custom integrations, and operations so they can scale without tech getting in the way.

I am located in Reston, VA.

Mike Cummings

Featured Clients

Advisory firms and organizations I've supported with tech, compliance, and integrations

Capital Investment Advisors

RIA: WordPress, HubSpot, and custom integrations

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Clark Howard

WordPress, custom calculators, and integrations

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Cox Media Group

Analytics, reporting, and custom integrations

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Pricing Structure

Monthly Retainer

$5,000/month

  • Up to 40 hours a month
  • Dedicated Support
  • Dedicated Account Management
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One-time Project

Free Consultation

  • $180/hour
  • Dedicated Support
  • Dedicated Account Management
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Let's Work Together

Ready to strengthen your RIA’s tech, compliance, or AI strategy?

Get In Touch

Whether you need a tech roadmap, compliance support, ongoing help, or AI guidance for your RIA—reach out to start the conversation.

info@linkview.tech