InspereX is rolling out a new portal aimed at RIAs who want a single place to access fixed income, structured products and private market investments, while leaning on outside partners rather than building everything in-house.
The firm has launched Aria, a web-based platform that ties together InspereX’s BondNav bond trading system with technology from Luma Financial Technologies and SUBSCRIBE.
Aria – an acronym for "Accelerated RIA Investment Access" – is designed to give advisors one login to source, trade and monitor bonds, structured notes and alternative investments, instead of hopping between multiple tools and providers.
In a statement, Scott Mitchell, chief executive of InspereX, framed the move as part of a broader shift toward shared infrastructure across the wealth business. He said “the future is in collaboration” and that Aria is meant to help RIAs tap into “a wide range of non-correlating assets on one platform.”
Advisor users of Aria can access new-issue and secondary fixed income, customize and track structured investments over their life cycle, and manage private market allocations from pre-trade through post-trade. The company also pitches access to trading, portfolio and product specialists, positioning the tool as both a workflow hub and a way to tap in-house expertise.
Sitting at the core of Aria’s structured note capabilities is Luma , which Insperex chose as the exclusive structured product technology powering the new portal. Luma will also distribute InspereX-issued structured notes through its own platform, widening the potential RIA audience.
In a separate statement from Luma, chief growth officer Jeff Schwantz highlighted the firm's mission to “simplify that process [of evaluating and implementing structured notes] by giving advisors the technology and tools to serve clients more efficiently and effectively.”
SUBSCRIBE provides the private markets infrastructure behind Aria, connecting advisors to a range of private funds and helping standardize pre-trade and post-trade workflows. The company says its technology already supports tens of thousands of advisors and hundreds of wealth managers, and is being slotted into Aria as the alternative investments backbone.
The launch comes as many advisors say they are struggling to keep up with rapid changes in wealth tech. In a survey of 856 financial advisors conducted by InspereX, 43% said they worry about being left behind as technology evolves, while 84% said they welcome more tools to help monitor client portfolio performance.
Mitchell said the goal with Aria is straightforward: “With Aria, we want to help advisors be more efficient with a single login where they can access a suite of tools for investment allocation and management.”
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