Grow Fee-based Assets
Our comprehensive, web-based platform enables firms to manage their expanding portfolio of fee-based financial products. Products and services include, but are not limited to:
- Industry-leading asset allocation tools
- Separately managed accounts, mutual fund wrap portfolios, multi-manager accounts and fee-based brokerage solutions
- Due diligence on investment managers
- Marketing tools for advisors
- Client and performance reporting
- Back-office processing
- Billing tailored for each firm
Attract Advisors and Clients
- Utilize platform as a powerful recruiting tool
- Offer multiple clearing/custodial relationships and a wide range of products to attract both advisors and clients
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