ABOUT

It’s a simple equation.

You give us your stressful, confusing, complex RIA tech problems. We’ll give you time and energy to focus on what matters most: your clients, your business, and the future you’re building.

At Unboxed Advisory, we’re equipped with a unique blend of expertise, curiosity, and passion: the exact tools needed to illuminate your path through an ever-shifting tech landscape. So when your platforms feel overwhelming or underperforming, just let us know. We’ll make your tech work for you and maximize its value.  

UNBIASED PLATFORM SUPPORT.
UNBOXED PLATFORM POTENTIAL.

We’ve spent years working in both Orion and Advyzon, helping RIAs get the most our of each platform.

That experience lets us spot patterns, solve bottlenecks, and make your tech work the way you actually need it to.

OUR SERVICES:

Unboxed Advisory's Data & CRM service, enhancing client relationship management for RIAs
Unboxed Advisory's Workflow Automation service, streamlining operations for RIAs
Unboxed Advisory's Reporting service, providing actionable insights for RIAs
Unboxed Advisory's Integrations service, connecting Advyzon and Orion for RIAs
Unboxed Advisory's Model Logic & Trading Tools service, optimizing investment model structure, design, and functionality for RIAs
Unboxed Advisory's Client Portal service, enhancing client engagement for RIAs
Unboxed Advisory's Billing Setup service, ensuring efficient billing processes for RIAs
Unboxed Advisory's Platform Training service, ensuring team and staff know how to use Advyzon and Orion
Shivam Patel, Founder of Unboxed Advisory, specializing in Advyzon and Orion platform optimization for RIAs

OUR FOUNDER:

Shivam has spent his career in the thick of RIA operations: client service, trading, billing, platform management, and everything in between. Along the way, he noticed a pattern: great firms tend to struggle when their tech isn’t fully aligned with how they work.

Unboxed Advisory was built to close that gap, helping RIAs turn their technology into a real driver of clarity, efficiency, and growth.

Shivam Patel

Tito, the office dog at Unboxed Advisory, embodying the firm's commitment to passion and joy in work

OUR FURBALL OF INSPIRATION:

Life is short, so why waste it doing something you don’t love? Unboxed Advisory was born from Shivam’s passion for solving problems and a belief that work should challenge, excite, and energize you. Tito is a daily reminder of that philosophy, living fully, loving what you do, and finding joy in every moment, even if it involves a little chaos (and lots of fur).

TITO

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No complicated forms. No vague replies. Just a real conversation about what’s going on behind the scenes and how we can help make it better.