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custodian flexibility

We want to easily integrate with your existing business structure rather than forcing a custodian change for your clients. Our platform is made available through the major custodians used by independent advisors. However, if you want to explore a new custodian, we can help you identify the most competitive option based on your needs.



easy transition

  • Pre-filled account transition paperwork including postage paid return envelopes for each client
  • Reimbursement of any account closing fees from the prior financial institution may be available
  • Step-by-step affiliation process including personalized support and training
  • Investment Team may be available for certain client events 

simple pricing