BROKER-DEALERS

WHAT WE DO FOR BROKER-DEALER FIRMS

Whether you’re a wirehouse or an independent, Advisor Pro is flexible to accommodate different compensation structures, different brands, and different service models. Home offices decide which decisions to centralize and which to delegate to advisors — how to define client suitability, map to portfolios, and meet regulatory and compliance rules. At the same time, advisors can manage their service offering and client experience. Home offices can also help broker-dealers deepen their client relationships, by providing a goal-based framework for investing.

Broker-dealers need a solution that will help to expand assets and increase advisor productivity, not just add more tools to learn. Advisor Pro is an enterprise solution, making advisor adoption and usage seamless.

KEY BENEFITS


 


Learn more about our bank-grade advice platform.
 

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