CMC has enjoyed building a high quality reputation and benefiting from relationships with industry leading and complementary wealth management service providers. Some of our partners are:
Accutech Systems Corporation: Accutech fulfills its purpose to make great things happen for other people by delivering innovative trust and wealth management technology solutions and exceptional, personalized service to over 250 banks and wealth management companies nationwide. The company offers outsourced operations services to its clients, handling many day-to-day “back office” tasks on their behalf. Accutech boasts over 30 years of developing innovative technological “firsts” in its industry and delivering the kind of service that results in consistently achieving over 98% customer satisfaction. The company also focuses heavily on cultivating a positive and engaging work environment and has been recognized in the top 100 places to work in Indiana multiple times, most recently in 2019.
Adhesion Wealth Advisor Solutions: For over 20 years, the Adhesion Wealth outsourced managed accounts solution has been enabling advisors to transform their businesses. Our powerful suite of portfolio and practice management software and services can help advisors of all sizes to reinvigorate their investment operations while maintaining the level of independence and product flexibility they require to optimize their client outcomes. Headquartered in Charlotte, NC, Adhesion Wealth is a wholly-owned subsidiary of Vestmark, Inc. with over $13 billion in assets under administration and $7 billion in UMA assets under management. Our sole focus is enabling wealth advisory firms to scalably grow and maintain focus on client satisfaction.
AdvisorAssist, LLC: AdvisorAssist, the leader in driving advisor independence, provides comprehensive compliance and risk management solutions to ensure the success of entrepreneurial advisory firms over their entire life cycle. AdvisorAssist provides strategic formation, regulatory risk management, compliance, and related services. As a collaborative and strategic advisor to RIAs, the AdvisorAssist mission is to provide solution-based services centered around experienced consultants and scalable technology to help RIAs “build, grow, optimize and protect” their advisory firms. Today, AdvisorAssist services over 500 registered investment advisors with personnel of over 3,000 and assets under management approaching $100 billion.
Advisor Logistics: Advisor Logistics is a highly skilled and seasoned group of former investment advisors, portfolio managers, and financial software experts offering customized outsourced trading, portfolio management overlay, and execution services to the RIA Community. Our team focuses on the day to day details of trading and portfolio management, while allowing advisors to focus on client relationships and big picture thinking. Advisor Logistics was created to provide an institutional level support for the independent RIA without forcing them to fit in a box. You think of and design your investment philosophy, then our team will bring that philosophy to life on a day to day basis for your clients.
Axos Advisor Services: Axos Advisor Services is an RIA custodian and technology platform that supports independent financial advisors with flexible technology, personalized service, and experienced business consulting to help them succeed. Our one-to-one service model provides relationship-based service, getting to know each business to provide the customized support needed. Our powerful, yet easy-to-use technology gives financial advisors access to everything they need in one easy-to-use interface.
The COO Society: RIAs often focus all of their time and energy on their clients and often neglect the back office management of their business. The COO Society is a digital consulting platform designed to educate RIA owners and their staff of these all-important functions clients never see, and are therefore often overlooked. The COO Society helps RIAs develop the skills to manage the operational and HR aspects of their firms, tie operations decisions to compliance requirements, improve workflows and increase the overall scale, efficiency, and profitability of the firm.
Echelon Partners: ECHELON Partners is a boutique investment bank focused on M&A for the wealth and investment management industries. We offer a total platform approach with a driven focus on investment banking which our industry’s most elite firms rely on to bring their vision to life, power their performance and drive exceptional business and M&A results. The firm is led by industry expert Dan Seivert, CEO and founder of ECHELON Partners, who brings over 20 years of experience working with over 500 executive teams and boards to help them envision, initiate, and execute a diversity of complex business strategies and transactions. We are sector focused industry experts and our services include investment banking advisory, valuation advisory and strategic consulting.
GeoWealth: GeoWealth is a leading tech-enabled, advisor driven turnkey asset management platform (TAMP) and financial technology solution serving approximately 1,000 independent advisors nationally. GeoWealth powers the delivery of investment advice - both advisor-managed or curated models managed by industry-leading strategists - to meet the needs of modern advisors and institutional investors. GeoWealth’s user-friendly, cost-efficient, integrated technology enables advisors to access a diversified lineup of model portfolios and minimize middle and back office responsibilities, while the customizable, open-architecture platform accelerates advisor growth and maximizes the value they deliver to clients.
Moneytree Software: Moneytree Software is a pioneer in the development of financial planning technology to support the vital work of financial planners and advisors. The company focuses on empowering independent planners and advisors to develop mathematically advanced tools that produce accurate, repeatable results, inspiring the trust and confidence of both financial professionals and their clients. Moneytree boasts nearly 40 years in providing the strongest calculation engine in the financial planning and wealth management industry while adding innovative technologies and user experiences that lead to advisor practice growth and client success.
My RIA Lawyer: We are securities attorneys focused on helping financial advisory firms navigate the legal complexities of the RIA world. It’s stressful enough ensuring your clients are receiving the best service you can provide, let alone making sure you are keeping up with your regulatory responses and dealing with operational and human resources issues. With My RIA Lawyer, you can trust that the compliance and legal work is getting done. Along with those services, we can now offer you C-Suite services. We are your one stop solution.
Pohl Consulting and Training, Inc.: Since 1975 we have been helping financial service organizations meet their needs and overcome their challenges. Many know us through TRUSTCOMPARE® and its suite of benchmarking tools that provide clients with critical benchmarking data for planning and productivity improvement, or through our most recent evolutionary addition, Wealth Management Compliance Alliance. | Our expertise includes: organizational analysis on profitability, operating systems and efficiencies, including personnel assessment, selection and placement, management development, sales and service culture implementation including the training that supports these initiatives. We develop long-term client relationships and provide quality ongoing service. Together with our clients we build the type of customer-oriented, excellence-driven teams that will be the ultimate winners.
SDR Ventures: SDR Ventures is an investment banking and financing advisory firm established in 2002 and based in Denver, Colorado. The firm focuses on sell-side transactions, while also helping clients buy businesses, raise capital, and execute growth strategies. Over the last two decades, SDR Ventures has been exclusively focused on helping lower middle market business owners and entrepreneurs create and unlock enterprise value in their businesses. The firm is comprised of dedicated professionals with unique backgrounds collaborating towards a common goal: Helping Business Owners. SDR’s collaborative structure emphasizes working alongside clients and their most trusted advisors, to custom-tailor strategic solutions that are aligned with the clients’ best interests.
The Spaulding Group: Founded in 1990, The Spaulding Group is the institutionally recognized boutique performance measurement consulting and GIPS® standards specialist firm. We offer GIPS® consulting, verification, and performance certification services to firms and asset owners around the world. Our team of highly experienced senior-level GIPS and performance specialists provides our clients with the highest level of service, support, and value. We know the Standards inside and out. We know the pitfalls and we know the solutions. We will help make compliance as easy as possible for you and your firm.
TradePMR: For more than 20 years, Trade-PMR, Inc., (Member FINRA/SIPC) has provided growth-oriented RIAs with innovative technology and white-glove custodial services. The firm offers advisors comprehensive technology spanning trading, fee billing, reporting, and much more. This technology is supported by a team that is empowered to help RIAs find solutions to their challenges and tries to help them seize exciting opportunities for their businesses. The firm was founded by CEO Robb Baldwin, a former RIA who has experienced the issues poor service can cause for advisors. Robb built TradePMR to be 100% focused on RIAs to help ensure these advisors get technology and support that fits their businesses to help facilitate their success.