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Advisor Summit 2020
September 16-17 | Registration is Open

Personally Branded Practice

• Providing the advantages
of ownership without the
headaches
• Solutions & services to
suit any business model
• Marketing & legal
documents branded to the
advisors dba
• Independently branded
Form ADV Part 2
• Advisor maintains
complete control of client
relationships

Transition Support

• Licensing & registration
• Dedicated transition
consultant
• Training & education
• Support for data
migration, pre-populated
account transfer
paperwork & related
shipping costs
• Assistance with
marketing, branding &
client communications

Back Office Support

• Administrative support
• Access to wealth
management platforms,
including third-party
managers
• Client fee billing
• Customizable &
consolidated reporting
• Trading support, advanced
research & client
management software

Full Compliance Support

• Form ADV creation &
ongoing maintenance
• Provision of legal
documents
• Establishment,
supervision and upkeep of
appropriate & adequate
compliance program
• Access to experienced
CCO & compliance
personnel
• Insurance services
including cybersecurity

Turnkey Technology

• Simplified, cloud based
solution
• Electronic filing system
• Contact management
system
• Financial planning
software
• Portfolio management
system
• Risk management
software
• Video & teleconferencing
• Email retention &
surveillance
• Secured data backed-up
with antivirus software
• MS Office, Outlook, Citrix
XenApp licenses
• Disaster recovery
• Dedicated IT support 24/7

Custody & Clearing Services

• Leverage Integrated
Advisors Network’s
preferred custodial pricing
• Access to industry leading
proprietary technology
• Dedicated institutional
trading desk
• Dedicated
Implementation
specialists & ongoing
service team

Real Independence

In Essence, Integrated replicates the advantages of Advisors setting up their own firm without the cost. Read More

Complete/Flexible Platform

We have an open architecture platform that allows advisors to choose their own investments, strategies and service providers. Read More

Firm But Fair Compliance

Through affiliation with our sister firm, Compliance Works Inc., we provide an experienced, comprehensive, and proactive in-house compliance department. Read More

Transition Expertise

We will help you every step of the way starting with coaching you through the entire process to minimize client interruptions and smooth the transition process. Read More