Supported Independence for Investment Advisors
Integrated Advisors Network (“Integrated”) provides objective, strategic solutions to advisors seeking our full suite of services through a platform of wealth capabilities, IT solutions, and third-party integrations.
We empower advisors to unlock their full potential with the resources and partnerships needed to attract clients, accelerate growth and cultivate greater firm equity.
Cost effective and scalable
Integrated was established to centralize cost-center functions of an advisory practice, thus creating an environment where advisors can focus on value-building activities. IAN has the extensive in- house expertise and a cutting edge platform to consistently deliver the type of support advisors and wealth managers need to succeed.
Turnkey, outsourced wealth management services with integrated asset management operations, enable advisors to concentrate on key functions such as acquiring and retaining clients, making investment decisions, and overseeing advisory operations more efficiently. At Integrated, the advisor is always in control of their relationship with the client.
Your branded business and a competitive advantage in the marketplace.
Secure cloud based technology that is always up-to-date and working to optimize your practice.
Effective vendor relationship management, processes, and resources.
Stronger compliance oversight and regulatory governance.
Operational efficiency and cost reduction.
Integrated offers an effortless, fully-integrated experience to advisors and the freedom to choose the solutions that best serve their clients.