Powering Independent Wealth Management

Custody, trade execution and brokerage solutions

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What we can do for you

Your vision. Your way. 

Powerful technology to streamline your business 

Open new accounts, make trades, manage your client’s assets and generate reports with COMPASS, our client portal.

Solutions to fit your unique needs

One size does not fit all when it comes to building a wealth management business. Leverage our diverse range of services specifically designed for independent wealth managers.

Over 30 years of experience

Decades of experience means we know what it takes to succeed. You can rely on us to provide you with the support you need to reach your goals.

Stay in the know

Everything you need to expand your expertise


Attend in-person and virtual events and get the latest wealth management insights. 


Discover interviews with industry leaders, practice management insights and feature updates.

What our clients are saying 

Your path to independence begins here. See what independent wealth managers are saying about starting their own businesses.

Got any questions?

Sales team

Take advantage of our sales team's expertise and receive personalized advice.

General inquiries

Write to us with the details of your request or question. We'll respond as soon as possible.