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Manage Your Business Confidently, With Hands-On Advisor Support

To grow an advisory business, you need to efficiently accomplish tasks and consistently manage positive client experiences. We’ve built an advisor support environment that helps you do both, confidently.

Robust, Yet Accessible Support—Every Step Of The Way

Resources For A Seamless Onboarding Experience
Resources For A Seamless Onboarding Experience

Transition your book of business, seamlessly, with the help of a dedicated transition team*. The transition team works with you to understand key data points, maps a plan to transition that data, and actively manages the conversion. The process reduces downtime and the likelihood of data inconsistencies, allowing you to focus more intently on managing clients through the change.

Newly onboarded advisors are also paired with our New Business Advocate, a specialist who is dedicated to helping you setup your first account. The New Business Advocate further streamlines the onboarding process, reduces downtime, and ensures you are equipped to make the most of your new investment technology.

*Transition support is available for all books of business over $10 million.

A Team To Solve Your Daily Challenges
A Team To Solve Your Daily Challenges

Address client issues and keep your business running smoothly with an accessible regional service team. We know you are short on time and under immense pressure to create positive client experiences. The regional structure of our support environment helps service representatives get to know you and your business, understand the needs of your clients, and more quickly address the needs of both. 

And when a phone call isn’t enough, our direct integration with Glia gives you the ability to start a video chat, share your screen, and even co-browse with a member of your service team for greater collaboration and clarity. 

Guidance To Help You Find The Right Investment Options
Guidance To Help You Find The Right Investment Options

Build and deliver investment portfolios with confidence, with the help of our internal sales representatives—your regionally-specific product specialist. Our unique approach to sales and support gives your internal sales staff the flexibility to take a hands-on approach to product guidance. 

That means your regional sales contact is readily available to help you find and evaluate investment options that may be right for your clients. Now you can easily find the solutions you need and get back to building value for your clients.

Back-End Technology To Reduce Your Administrative Workload
Back-End Technology To Reduce Your Administrative Workload

Streamline the necessary, but time consuming back office tasks that drain productivity, with automated administrative tasks, like statement generation and fee billing.

Ready to efficiently and confidently manage growth?

It’s time to talk about your business.