Advisors in Transition

On the move.

Our comprehensive Unified Managed Household (UMH) platform provides wide-ranging support to an advisor on day one of a transition. Our efficient training and on-boarding process allows you to successfully establish new business while not missing a beat for your existing client base, regardless of how big or complicated your transition.

Features

1

Fully integrated CRM and state-of-the-art proposal generation

allow efficient prospecting and client management

2

Sophisticated and seamless open architecture portfolio construction

and model creation for advisors as portfolio managers

3

Next generation rebalancing engine

built to serve the unique needs of an advisor

4

State-of-the-art portfolio monitoring and performance reporting

5

Back office support for increased scalability

6

Sophistication advisors require

while remaining cost efficient