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“Everything but the Client”

Integrated’s Advisor Solutions Platform delivers all the technology, services, and support for financial advisors to operate a successful and compliant independent advisory practice, empowering advisors with 100% ownership of their business and the freedom to focus on their clients.

A True Partnership

Your Business

We start with a blank slate and together we create your business and your brand. Your business will be made in your image, to reflect your values, and we help you create, transition, operate, and build your advisory business.

Our Relationships

Network advisors share our economies of scale and access, and most importantly, the premium service and support Integrated enjoys with custodians and network partners.

The Integrated Advisor Solutions Platform

Transition

Integrated works hand-and-hand with advisors to create their business and their brand so that when they are ready, advisors can seamlessly transition to their new advisory practice.

Technology

Integrated provides a comprehensive technology solution including a personally branded online presence, practice and business management tools, 24/7 tech support, and cyber security.

Compliance

Integrated delivers ongoing compliance and SEC registration, as well as all the necessary documentation and support needed to safeguard a successful and compliant advisory practice.

Investments

Integrated offers all the tools needed to trade and manage client portfolios, as well as assistance with model re-balancing, cashiering transactions, trading away, and even vacation coverage.

Operations

Integrated manages the various mid and back office functions, systems, and tasks for and with advisors, thus ensuring every network advisory practice enjoys expert and uncomplicated operational support.

Branding

Integrated empowers advisors with personally branded Investment Management Agreements and ADV Part 2, as well as Tamarac’s award-winning reporting capabilities, enabling advisors to easily generate elegant reports with their brand, and focused on what matters the most to them and their clients.