Whether your firm is a small boutique or an established RIA consolidator, Advisor Pro is flexible to accommodate your business — with different client tiers, service levels, and investment strategies. Our white-label platform is configurable to support your investment philosophy, brand and service model. A seamless and comprehensive digital investing experience will be essential to attract your ideal clients and staff.


ClientAdvisorHome Office
Serve smaller clients at scaleAccess suitable strategies with a smaller initial investment.Offer suitable investments for smaller accounts, focusing more time on high-revenue clients.Improve profitability of serving smaller accounts with lower expenses and investment strategies specifically designed for smaller digital accounts.
Streamline account sign-upEnroll via the web or an advisor.Onboard clients in one meeting.Onboard clients in a consistent, compliant way while lowering onboarding expenses via fewer errors and low value calls.
Goal-based approach for mass affluentIdentify and formalize goals, track progress, and update goals as they change.Use client data to uncover incremental assets, aggregate assets, and create stickier assets.Help advisors facilitate a goal-based dialogue, deepening relationships with clients.
Account aggregationQuickly see a comprehensive view of all your assets and gain personalized goal-based advice. Easily transfer held-away assets.Gain broad visibility into a client’s held-away accounts and needs so you can add more value.Improve product offering and client segmentation with an institutional view of assets, by client and advisor.
AnalyticsTrack progress toward goals.Use data to grow and aggregate assets, segment services based on client segmentation, and create stickier assets.Increase conversion and guide advisors on next best action.
Retain family assets across generationsAssociate a modern digital investing experience with the brand.Extend reach to new client segments.Expand your client base and build your brand with a new audience.

Learn more about our bank-grade advice platform.

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