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SAVE THE DATE!

Advisor Summit 2020


May 6-8 in Dallas, Texas
@Hilton Dallas Park Cities
 

Click here for more details.

 

 

 

 

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

 

Announcements

New Advisor Announcement: Copper Crest Capital Read more

New Advisor Announcement: Copper Crest Capital

Led by a team of principals with a broad range of financial expertise, Copper Crest provides comprehensive services in order to eliminate multiple points of contact and unnecessary fees associated with accounting, investing, and insurance.

Theme picker

75 Malaga Cove Plaza, Suite 5
Palos Verdes Estates, CA 90274

Investment Advisory Services are offered through Integrated Advisors Network, LLC.
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