Our advisors retain 100% of their client relationships, client data and brand.
Working with us is an authentic experience, unlike any other. We promote a culture of inclusion and success centered around family, joy and accountability. We believe in “service before self” through all lines of business. Our team is reliable, allowing advisors to trust we have their best interest in mind. Our pricing is customized, based on percentage of revenue, not basis points on AUM.
Our Team
Seasoned
The Integrated team is comprised of seasoned professionals with a breadth of varied experiences.
Translators
Due to our previous broker dealer experience, we act as a translator between our advisors and their custodian.
Driven
We are driven by our advisors’ success and service before self.
Our Services
- Day-to-day advisor relationship management
- General operational support
- Compliance program management and support
- Billing — per the advisor’s rates and preferred frequency
Our Solutions
Microsoft 365
cloud technology
with IT support
Reporting, Trading
and CRM
FinTech
including Nitrogen,
Envestnet Managed
Account Platform, AdvicePay
and MoneyGuidePro
E&O Insurance
for fee-based business
Cyber Insurance
