Client Portal
Advisor Portal
Menu
Client Login
Advisor Login

Supporting Advisors with One, Simplified Investment Platform

 

We give you the technology, investment solutions, and support needed to simplify your business and enable growth, in one cohesive platform. Stop wasting time and money managing multiple technologies and take control with ONE streamlined platform transforming the way you do business.  

Intuitive Advisor Technology

Leverage Fulcrum's customizable platform and empower advisors to Plan, Propose, Invest, and Grow with a platform of advisor technology that works together, seamlessly.

Financial Planning

FINANCIAL PLANNING

Make your clients’ aspirations a reality by connecting their financial goals with investment strategies to create actionable plans that help secure their now—and their future.

Learn More →

Proposal Generation

PROPOSAL GENERATION

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

Learn More →

Investment Options

INVESTMENT MANAGEMENT

Gain access to top-rated strategies using our curated list of third-party strategists each of which is vetted and monitored through a dedicated due diligence process.

Learn More →

Want to learn more about Fulcrum?

Schedule a Demo call with our team.
Schedule a Demo