Your business is not a one-size-fits-all operation

We provide customized investment solutions and a complete business platform for broker-dealer affiliated advisors.

We support your needs at every stage of your business

Your business and your business goals are unique. Our practice management, operational and investment services are designed to meet your individual business needs, while our integrated wealth platform is designed to save you time and give you options – so you can focus on your clients.

We provide: 

Legal Note

Models by SEI Investments Management Corporation (SIMC). Custody services provided by SEI Private Trust Company (SPTC), a federally chartered limited purpose savings association. SIMC and SPTC are wholly owned subsidiaries of SEI Investments Company. Investing involves risk including possible loss of principal.

A Flexible Solution for Independent Advisors

Helps you save time, increase revenue and differentiate your business

Easy-to-use wealth management tools and services for independent advisors — all on a flexible platform

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