What we can do for you
Open new accounts, make trades, manage your client’s assets and generate reports with COMPASS, our client portal.
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.
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
Attend in-person and virtual events and get the latest wealth management insights.
Discover interviews with industry leaders, practice management insights and feature updates.
Your path to independence begins here. See what independent wealth managers are saying about starting their own businesses.
Take advantage of our sales team's expertise and receive personalized advice.
Write to us with the details of your request or question. We'll respond as soon as possible.