Technical Consulting Services For RIAs
We’ve helped hundreds of RIAs implement new technology and build custom solutions. Let’s work together to turn your challenges into opportunities.
Fractional CTO
Define your tech strategy, architecture, and roadmap. Oversee execution and development. Vendor selection and risk management.
Custom Software Development
Tailored solutions to address your unique challenges, moving your firm forward with bespoke solutions and integrations.
Solutions Architecture
Scalable, integrated systems that evolve with your business, keeping your technology ahead of the curve.
Systems Implementation
CRM transition services and customization, so your team can quickly realize the value of new systems without disruption to ongoing operations.
Business Process Optimization
Evaluate and reengineer your workflows, saving you time and resources while improving overall performance.
AI Strategy and Automation
Harness the power of AI to drive smarter decision-making and automate routine tasks, freeing up your team to focus on what matters most—your clients.
About
Background
I’m Jayce Nall, founder and principal consultant of Jintra Software Solutions.
My professional career began in 2013 as a software developer, specializing in consumer-facing web applications. In 2018, I joined Practifi, a leader in Salesforce-based CRM solutions, where I helped introduce their industry-leading product to the US financial advisory industry.
Serving as a hands-on leader in professional services and product growth, I designed and led initiatives to productize their core professional services offerings and new client experience, transforming time and labor-intensive business areas into efficient, predictable revenue generators that delighted customers and drove profitability.
What I’m Working On
Since going independent with Jintra Software Solutions, I’ve developed and launched an on-demand research platform for the wealth management industry, riapulse.com.
Additionally, I’ve been helping enterprising wealth management firms design and deliver their technology vision, scaling operations and providing a modern client experience.
