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The Integrated Advisor Solutions Platform

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.

Everything but the Client

Branded Practice

Integrated empowers advisors with personally branded Investment Management Agreements, ADV Part 2, and easy to generate elegant reports focused on what matters the most to them and their clients.

SEC 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.

Comprehensive Technology

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

Back Office 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.

Practice 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.

100% Ownership

Integrated has all the resources and experience to provide counsel, support, and service to all aspects of your advisory business, but we never forget that it is your business.