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Why Fulcrum?

We put the interests of our advisors and clients before our own and truly partner with our advisors in an effort to help them succeed.

Advisors

Your Opportunity
It has been our experience that many Advisors concentrate on growing their client base, but often lack the time and resources to effectively implement technology and investment programs to offer a holistic solutions to their clients. 

Technology

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

Investing

Our Managers
We carefully select investment providers based on rigorous standards and performance that reflects their philosophy.

Fulcrum

Our Value-add
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.

Who We Serve

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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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. That’s our focus—giving you the resources needed to grow in one, simplified investment platform.



Are you currently:

  • Frustrated sifting through thousands of investment options, with little support, to find appropriate strategies for clients?
  • Having trouble balancing time spent with clients, managing investments, and growing your business?
  • Striving to attract and serve more high-net-worth investors?
  • Feeling unsupported by your current asset management platform?

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The Platform For Advisor Growth

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.



Help Your Advisors Manage Growth Confidently:

  • Advisor Technology
  • Investment Options
  • Service and Support
  • Regulatory Guidance

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Supporting Advisors, Supporting You

Your financial advisor guides you through the complexities of investing in order to create long-term financial stability. We provide the technology and investment options to empower your success along the way. FulcrumEQ helps advisors manage your investment account through powerful technology, flexible investment options, and accessible services.



That means your financial advisor has access to:

  • Industry-leading Technologies
  • A Selective List of Investment Options
  • An Accessible and Hands-on Service Structure

Our Partners

orionlogo

Orion’s mission is to enable fiduciary advisors to operationalize their vision for success by delivering best-in-class technology empowering advisors to innovate, disrupt, and win.

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In an ever-evolving financial advice landscape, TD Ameritrade Institutional is dedicated to supporting RIAs who are determined to grow, thrive, and make their clients’ lives better.

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Make the complex, simpler. From investing to financial planning and pricing, our goal is to be straightforward and help with your unique needs.

Redtail-logo

We were the FIRST cloud-based CRM for financial advisors and our forward-thinking origins continue to fuel the evolution of Redtail solutions for today’s advisory practice. Automated workflows, an intuitive user interface and integrations galore. That’s working smarte

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Financial discussions don’t have to be difficult. Neither do the tech solutions that power them. At eMoney we’re committed to delivering innovative, planning-led solutions that power your business. 

Want to learn more about Fulcrum?

Schedule a Demo with our team.

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