Who we serve
We work with various levels of Financial Professionals (CPA, RIA, CFP®) from those wishing to start offering advisory services to their clients to existing advisory practices looking to focus more on the client and less on administrative support services. We provide the back office for your advisory business. Our services are scaleable depending on your needs.
How we serve you
- Investment Models (low cost based on academic principles)
- Customized and branded client presentation materials
- Morningstar Analysis for your clients
- Proprietary QuickFinder Guide (Quick response guide to FAQ)
- Trading Services (Trading / Transfers / Rebalancing)
- Client Billing
- Quarterly Branded Statements
- Custom Website
- Dedicated Support Person
- And Much More….