Trusted by Broker-Dealers and RIAs to supercharge their operations.
Turning your most complicated workflows into opportunities.
Core Offerings
Capabilities to keep you ahead of change.
Core Infrastructure
Reliable, scalable, and secure foundations for critical operations.
- Cloud environments across AWS & Azure
- Hardened virtual machines
- Azure Data Warehouse & Data Lake solutions
- Secure access provisioning and governance
Automation & Agentic AI
Boost efficiency and eliminate manual work through intelligent automation.
- AI agents, RPA, NLP & IDP solutions
- Automation strategy & delivery roadmaps
- Scalable solution design & deployment
- Program impact tracking & optimization
Data Visualization & SQL Development
Build a powerful data backbone for clarity, accuracy, and scale.
- SQL design, optimization & maintenance
- API & data source integration
- Data accuracy & integrity assurance
- Migrations, transformations & tuning
Modern Application Development
Build secure, scalable web apps that integrate seamlessly across ecosystems.
- Custom web app design & development
- API & system integrations
- Reliable, high-performance frameworks
- Hosting, deployment & ongoing support
Mission
Technology that creates space to grow.
We believe technology for broker-dealers and registered investment advisors should do more than keep the lights on--it should create space for firms to scale, attract advisors, and serve households with confidence.
Our mission is to help broker-dealer and RIA leadership build future-ready foundations that navigate regulation, data complexity, and advisor expectations without sacrificing compliance.
We bring wealth management fluency, strategic vendor relationships, and a commitment to long-term partnerships so broker-dealers and RIAs can make smarter decisions and grow through change.
Who We Serve
Broker Dealers and RIAs looking to modernize their tech stack.
We work alongside broker-dealers and registered investment advisory firms (RIAs) that are ready to embrace change and position their advisor networks for the future. Our clients understand that the wealth management landscape is evolving--with increasing client expectations, rising regulatory demands, and the need for seamless, digital-first experiences.
We help these firms modernize their technology, streamline supervision, and strengthen the experience advisors deliver by balancing compliance with forward-looking innovation. By bringing together deep expertise, industry insight, strong vendor relationships, and a tailored approach, we help turn ambitious visions into reality.
At the heart of it all, we serve as a trusted strategic partner to broker-dealers and RIAs, helping them stay competitive, compliant, and ready for whatever comes next.
Why Partner With Us
Transformation feels achievable when it is built around you.
Tailored transformation
We make transformation feel possible--and practical. Rather than off-the-shelf solutions, we take time to understand each broker-dealer or RIA's unique goals, constraints, and culture so every recommendation meets the moment.
Depth & fluency
Our rare combination of technical depth and industry fluency lets us navigate the complex world of broker-dealers and RIAs with clarity. We translate business needs into workable systems to accelerate execution.
Built to last
We care about doing things the right way. From compliance and security to user adoption and maintainability, we build solutions that endure for regulated broker-dealers and RIAs--and relationships that grow stronger over time.
How We Work
An approach that matches your rhythm.
Listen & discover
Immersive discovery sessions capture goals, constraints, and culture so our recommendations fit the realities of your business.
Design & align
We translate business requirements into architectures, roadmaps, and governance plans that make change feel achievable.
Build & integrate
Cross-functional teams deliver tailored technology solutions with the right blend of expertise and project management oversight to ensure success.
Monitor & control
We monitor impact after deployment to ensure changes are integrated successfully with your existing operations.
Customer Stories
Results that speak for themselves.
Partner With Brookwell
Drop us a line.
Book a complimentary call to learn more about how Brookwell can supercharge your business.