Understanding our offering

Operations & Technology Platform

Investment Program & Research Platform

Client Service Solutions

Front-Stage Solutions


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Operations & Technology Platform

State-of-the-art remote workstation allows you to work from almost anywhere.

Cutting-edge tools that can help increase your efficiency and expand your bandwidth.

  • Portfolio accounting, trading and re-balancing
  • Daily account monitoring and maintenance
  • Tax management and tax loss harvesting
  • Customized reporting package to fit your needs
  • Secure portal for you and your clients
  • Client relationship management tool
  • Visual Interactive Planning™ and more...

Click here to download a detailed PDF of this service offering.


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Investment Program & Research Platform

  • Build a platform that aligns with your investment philosophy; one that's most suited to your clients' needs
  • Open architecture with a large universe of investment vehicles
  • Provide a variety of account types, and thereby can increase your ability to serve different client markets
  • Portfolio management, due diligence & investment program tracked and managed for you
  • Access to lower-cost, tax-efficient institutional investment vehicles
  • Sophisticated performance reporting and management platform

Click here to download a detailed PDF of this service offering.


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Client Service Solutions

Full-Service Path

  • Complete support
  • We serve as your client service staff
  • Full-service account administration

Support Path

  • High level of service
  • Guided methodology
  • Hands-on training
  • Assistance with complex account set-up

Click here to download a detailed PDF of this service offering.


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Front-Stage Solutions

  • Professional and business development strategies
  • Tools to help you differentiate yourself, attract & retain clients
  • Advisor training & coaching
  • Visual Interactive Planning™
  • Marketing strategy & support

Click here to download a detailed PDF of this service offering.