Founded in 2014, Code SixFour is a technology company that develops and offers a comprehensive, integrated software solution tailored for Registered Investment Advisors (RIAs) and financial advisory firms. The company's platform aims to streamline and automate key operational tasks, including performance reporting, client portal management, fee billing, and portfolio rebalancing. By consolidating these functions into a single system, Code SixFour helps financial advisors improve efficiency, enhance client communication, and better manage their practices.

Founded in

United States