ADVISOR SUPPORT
We’re Here For You
Regardless of the size of your firm, you’ll work with a dedicated Relationship Manager who knows you and your business. We’re committed to increasing and enhancing your efficiencies by ensuring questions and requirements are taken care of in a timely manner. Our transition team will help you navigate the process of switching platforms. Working together, we will develop a transition plan, generate signature ready forms for your clients, and create a customized client portal for your firm.
Transition Support
Dedicated Relationship Manager
Automated Advisor Billing
Be There For Your Clients
We take care of the heavy lifting, allowing you to focus on increasing wallet share and attracting new clients. Let us help you design a service model that works for you.

Our Relationship Managers provide hands on training to get you acclimated with our Trade Order Management System. You’ll be able to view client positions, check performance, and send trades directly from the same system.

No need to stress when it comes time to handle your management fee billing. With our automated process, you only need to set it up once. Our dedicated Relationship Managers will help you with setting up client fee schedules, assigning them to client accounts, walking through pre-billing audits, the fee approval process, and the final account debiting step.


From Quarterly Statements to performance reporting, we’ve got you covered. Our platform allows you to maintain client information, transactions, and account history. We assist you in customizing your performance reporting to help you conduct reviews with your clients, using an interactive dashboard during meetings to address any questions.
