The firm introduces a fully integrated tech solution that redefines how financial professionals manage client relationships, portfolios, and compliance.
MIAMI–(BUSINESS WIRE)–#AdvisorTech–Insigneo, a leading global wealth management firm, has officially launched Alia 2.0, a next-generation technology platform designed to streamline and modernize the way investment professionals manage their practices. This proprietary solution brings together important elements of the advisor workflow into one cohesive digital environment, empowering users with greater clarity, control, and efficiency.
Originally introduced in November of 2022 as a web-based financial services CRM for portfolio visibility and onboarding, Alia has since evolved into a strategic technology ecosystem that now powers core operations across Insigneo’s global network. The launch of Alia 2.0 marks a significant milestone in that evolution, delivering new capabilities and laying the foundation for future innovation.
Unlike legacy systems that force advisors to toggle between fragmented platforms, Alia 2.0 was built to eliminate the “swivel chair” by providing a unified advisor experience. Through single sign-on access, advisors can now manage client onboarding and servicing across custodians, compliance, and execution, from a centralized workspace. The platform integrates best-in-class technologies, including tools for real-time data validation, automated workflows, and configurable dashboards, curated and embedded to align with the evolving needs of today’s investment professionals.
“As the wealth management industry becomes more complex, the need for purposeful, integrated technology has never been greater,” said Javier Rivero, President and Chief Operating Officer at Insigneo. “With Alia 2.0, we’re delivering a powerful platform that supports financial professionals in their day-to-day, enhancing transparency, increasing speed, and strengthening the advisor-client relationship at every step.”
Multi-custody functionality is at the heart of the Alia 2.0 experience, offering advisors seamless visibility across accounts and custodians. Designed with scalability in mind, the platform will continue to evolve in the coming months with additional features focused on account opening, third-party integrations, and portfolio-level insights, ensuring Alia 2.0 remains a future-ready solution for a rapidly shifting industry.
“Alia 2.0 is a purpose-built platform that removes complexity and delivers precision,” said Vikas Saxena, Chief Technology Officer at Insigneo. “Supported by Salesforce and integrated with applications like Orion, Luma and InEx Trade, Alia creates a single workspace where advisors can open accounts, manage compliance (including KYC and AML), track SLAs, and deliver client-ready reports—all from one location. It’s not just a system; it’s an ecosystem designed to grow with the advisor.”
With the launch of Alia 2.0, Insigneo reaffirms its long-term commitment to investing in technology that empowers financial professionals. More than a platform, Alia 2.0 represents the firm’s belief that better tools lead to enhanced practice management and better outcomes for clients.
About Insigneo:
Insigneo is a leading international wealth management firm providing services and technologies that empower investment professionals to successfully serve their clients globally. Insigneo leverages its customized solutions, client-first service, and custodial relationship with BNY Mellon’s Pershing to provide a fully integrated, best-in-class wealth platform. With over $27.4B* in supported customer assets, Insigneo empowers more than 300 investment professionals and 65 institutional firms serving over 32,000 clients. For more information, visit www.insigneo.com.
*as of Q2 2025
Contacts
Media Contact:
Giovanna Souza
Marketing Manager, Insigneo
[email protected] | +1 (305) 357-8058
