We provide one of the most comprehensive performance-based investment platforms in the industry, as well as client relationship management tools and practice management programs.
With hundreds of advisor relationships and many millions in assets, we have considerable experience working with independent advisors, institutions and retail investors. We understand how you do business and we are committed to helping you achieve even greater success.
Investment Management: Our easy-to-use open architecture platform gives you access to institutional-quality investment management firms and flexible investment solutions.
Client Relationship Management: Get back office support that fits the way you do business and a structured process for creating a consistent, comprehensive client experience.
Diagnostic Reports: Our industry-leading practice management programs are based on the latest research and industry trends, as well as decades of experience working with elite independent advisors.