welcome to your company
To meet today's challenges, we've created a unique, more personal approach to the hybrid-RIA space.
You need a platform that works AND help using it. And you definitely need a partner to get the tedious stuff off your plate.
What do we do for you? Here's a short list.
Give you everything you need for a client meeting in 60 seconds or less? Check.
A beautiful client portal that gives them their financial picture in a way that's easy to understand? You better believe it.
A marketing plan? You got it.
A business coach? At the ready.
Compliance? Triple check.
Investment management? As little or as much as you want.
A cutting edge trading system? Like greased lightning.
Fee billing? We've got it covered.
Warm fuzzies whenever you talk to us? Is that even a question?
Here's an entire list of what we provide for those that want the nitty gritty:
- E&O Insurance
- Money Management/Models
- Software (specifically Orion, Salesforce, Docupace, FI360, Riskalyze, MoneyGuidePro, E-Money, Yodlee)
- Custodial relationships with TD Ameritrade, Charles Schwab, and Fidelity
- Technology support
- Marketing (lead generation, website development, and branding)
We leverage our relationships with other professionals to get free consultations and discounts from the following professionals:
And for large groups, we can implement and tailor:
- Group health insurance
- Retirement plans
- Succession/Legacy planning (we find buyers for your book if you need help selling it)
What's left on your plate? What you do best: taking care of your clients.