Since 1985 we’re proud to have accomplished over:
in client assets
years of experience
Wealth Management Solutions for Accountants and Advisors
Wealth management support services for accountants and advisors
Leverage our size and experience to help you get in front of — and win — more opportunities.
- Tools for identifying prospects, initiating conversations, and managing the pipeline
- Coaching and training on business development and sales
- Assistance during prospect discovery meetings (in-person, online, on the phone)
- Technical analysis for “second opinion” cases
- Sales deck development and design
Fully Outsourced Portfolio Management
Get access to in-house and outside investment management specialists. Our team can research and monitor investments, trade and rebalance your clients’ portfolios, and handle 401(k) assets.
- Professionally managed portfolios that fit your clients’ goals and your preferred advice
- Access to a CIO (Chief Investment Officer) for assistance with analysis and recommendations
- Trading and due diligence
- Tax-aware rebalancing with asset location capabilities
- Tax minimization strategies
- A digital platform to manage 401(k) accounts
Freedom from Back Office Tasks
Every hour you spend dealing with an administrative task is one less hour you have for relationship building and business development.
- Dedicated client service manager
- New account paperwork
- Access to multiple custodians
- Full billing support
- Customized cash management
- Record retention support
- No firm-level AUM requirement or minimum TAMP fees
Best in Class Tools and Technologies
Deliver a high-end client experience without an upfront investment in technology.
- Private-labeled Client Portal for on-demand access
- Paperless reporting
- Private-labeled robo advisor platform as a small account solution
- Advisor Dashboard for accessing client information, forms, compliance documents, and marketing materials
Practice Management Resources
Tap into 30+ years of experience to accelerate your success.
- Client-ready content, including quarterly update letter templates
- Just-in-time consulting on practice management, profitability, and efficiency
- Access to experienced advisors for assistance with client questions
- Annual practice management conference (CE available)
- Educational webinars