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Well supported advisory businesses are well positioned to create long-lasting, positive client investment experiences. We seek to empower those relationships with a comprehensive, yet flexible approach to asset management technology and services.
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Who We Serve

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Financial Advisor Solutions

What does it take to manage a growing financial advisory firm? Powerful technology? Flexible investment options? Robust support? You need them all, working together seamlessly to create an experience that enables growth and supports positive client experiences.

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Advisory Business Platforms

Growing advisory businesses require plenty of support—from back-end technology and investment options to resources that create positive client experiences. We deliver it through one, simplified investment platform to help your advisors manage growth confidently.

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High Net Worth Program

Expanding your high net worth business is a great way to boost your AUM and firm revenues. The High Net Worth Program gives you and your clients direct access to specialized investment strategists who are dedicated to designing, implementing, and managing portfolios for wealthier investors.

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Our Technology Platform

Effectively manage your client relationships and enable business growth with a platform of advisor technology that works together, seamlessly.

Proposal Generation

Build well-diversified investment portfolios with a proposal generator that guides you through risk assessment, investment selection, and portfolio delivery.

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Robust Reporting

Communicate in a way that your clients can easily understand, and identify the key data needed to make business decisions, with attractive and easy-to-use reporting options.

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Client Experience

Positive client relationships are key to sustainable advisory growth. Foster more positive relationships with client-facing technology that’s designed to improve and trust in the investment experience.

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Financial Planning

Strengthen client relationships & outcomes. Connect financial plans with investment performance data to better understand how your proposed strategies affect your clients’ goals.

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Our Insights