ATA’s proprietary Self-Driven/Self-Service option is ideal for RIAs who have already identified obstacles to success and have the time to deal with it themselves. If this sounds like your firm, our system will provide you with easy to implement solutions in any areas you identify.

Get started now. It’s easy!

1. Click on any Category below to see its topical areas (Elements).

2. Register for direct access to a series of questions that help you identify three primary areas of need within each Element.

3. For each question, simply rate your firm "A", "B" or "C" .

4. You’ll then receive detailed advice on up to three (3) "C" rated areas of your choosing.

Each Category costs just $750, and you’ll also have the option to receive more responses for other "C"-rated questions at $250 per answer.

After responding to the Self-driven Solutions questionnaires, you’ll receive a PDF with answers you can begin to implement immediately.

If you have any questions or comments, you can email us or call 888-580-9473 at any time.