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Alliances

 

TAMPS

Adhesion Wealth ManagementAdhesion’s WealthADV is a comprehensive Managed Investing service, delivering the complete client reporting, back office and unified managed account (UMA) solutions for RIAs. With WealthADV Unified Performance Reporting investors RIAs receive distinctive, consultant style reports, optimized for managed accounts. With WealthADV Unified Managed Accounts (UMAs), client portfolios are constructed from an open-architecture library of money managers and implemented with professional overlay portfolio management.

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A comprehensive, flexible platform for overseeing the entire wealth management process across all account types, delivered through a Unified Managed Account (UMA) program and managed with Salesforce.com integration. A collaborative approach enables advisors to easily implement their wealth management offering while embedding the pillars of an institutional framework:  definable and repeatable investment, sales, and operational processes.

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MMxCHANGE is a new digital marketplace that lets you design, build, and control your own custom investment platform – at a fraction of the cost of other platforms. Its unbundled open architecture allows you to select the solutions you need, when you need them, so you can always meet your clients’ specific goals in a quickly changing market. This unprecedented flexibility enables you to scale your business at a lower cost.

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Custodians

TD AMERITRADE InstitutionalTD AMERITRADE Institutional is a leading provider of comprehensive brokerage and custody services to more than 4,000 fee-based, Independent Registered Investment Advisors (RIAs) and their clients. Their advanced technology platform, coupled with personal support from dedicated service teams, allows investment advisors to run their practices more efficiently and effectively, while optimizing time with clients. TD AMERITRADE Institutional provides a robust offering of products, programs and services designed to help advisors build their businesses and serve their clients. TD AMERITRADE Institutional is a division of TD AMERITRADE, Inc.

Trade PMRTradePMR is a privately held brokerage firm (Member FINRA/SIPC) located in Gainesville, Florida. Since 1999, it has been a leading provider of Brokerage and Custody services to Independent Registered Investment Advisors (RIAs) and their clients by providing an integrated web-based workstation that enables RIAs to run their practices more efficiently and effectively.

 

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From complex wealth management to your retirement needs, Fidelity can help you with financial planning. Straightforward pricing with low minimums, no annual account fees, and competitive prices to help your money go further. Utilize easy-to-use investing tools and the latest professional insights from Fidelity's team of specialists.

Pershing provides global financial solutions to advisors, broker-dealers, family offices, hedge and '40 Act fund managers, registered investment advisor firms and wealth managers. They help their clients power their businesses and maximize opportunities because they can rely on Pershing's industry expertise, innovative solutions and powerful technology. Pershing provides insightful solutions that help create a competitive advantage for clients—so they can help provide a more secure financial future for their clients.

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Compliance

 

AdvisorAssist provides comprehensive, turnkey solutions for both new and transitioning advisors as well as established registered investment advisor (“RIA”) firms. As a national leader in RIA registration, transition, and compliance support services, AdvisorAssist provides actionable advice and execution to advisors to launch and protect their advisory firms.

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MarketCounsel is the leading business and regulatory compliance consulting firm to the country’s preeminent entrepreneurial investment advisors. They deliver comprehensive and sound, yet business-savvy, regulatory compliance solutions. At MarketCounsel, you will discover an impressive roster of seasoned compliance professionals paired with state-of-the-art technology to meet, anticipate, and exceed the exacting needs of their clients.

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Proposal Systems

 

AdvisoryWorld provides Asset Allocation, Portfolio and Investment Analysis, Proposal Generation, Hypothetical Illustrations, Workflow & Document Management and Financial Planning Software Applications to investment professionals including Registered Investment Advisors, Wealth Managers, Broker Dealers, TAMPs, Banks and Insurance Companies.

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Advisor SoftwareA leading provider of wealth management solutions for the advice market, Advisor Software was founded in 1995 to bring institutional-caliber analytics to the retail investor through financial institutions and their advisors.

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Succession Planning/M&A

When you want to explore your firm’s highest potential, consider ECHELON Partners’ full suite of investment banking, consulting, and valuation services. With years of transaction experience on some of the most strategic transactions in the industry, they bring their unique approach to your firm to maximize value to your shareholders.

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Marketing/Website

FiComm Partners develops winning communications strategies through a balanced approach that fuels growth, adds value, and sets their clients apart. They achieve this by expertly blending the art of expression with the science of their proprietary processes to deliver unique messages in an impactful way. Their clients are independent financial advisors and those who serve this fast growing entrepreneurial community. FiComm Partners helps them communicate more effectively with the media, their partners, and with the people that matter to them the most - their clients.

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Performance Reporting

MarketCounsel is the leading business and regulatory compliance consulting firm to the country’s preeminent entrepreneurial investment advisors. They deliver comprehensive and sound, yet business-savvy, regulatory compliance solutions. At MarketCounsel, you will discover an impressive roster of seasoned compliance professionals paired with state-of-the-art technology to meet, anticipate, and exceed the exacting needs of their clients.

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SS&C Advent is laser focused on helping their clients compete and thrive. Their solutions eliminate boundaries between systems, people and information. So you can make better informed decisions, accomplish more in less time, manage and minimize risks, and comply with complex regulations.

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Overlay Software for UMA accounts

SmartleafSmartleaf makes software for financial firms that manage individual investor accounts and provides an integrated workflow solution for overlay portfolio management.

 

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Advisor SoftwareA leading provider of wealth management solutions for the advice market, Advisor Software was founded in 1995 to bring institutional-caliber analytics to the retail investor through financial institutions and their advisors.

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