SUPPORT THE WAY YOU
WANT TO BUILD
Integrated Advisors Network provides independent advisors with the infrastructure, technology, and support to run their business with more confidence and less friction. Our model is flexible by design, giving you the tools and operational backing to better serve clients, grow your practice, and maintain your professional autonomy.
Customized
Solutions
Enterprise
Platforms
Compliance
Support
Back-Office
Operations
Relationships &
Resource Access
Our services are built to support your independence, not limit it. You gain efficiency, access, and experienced support while keeping the freedom to run your business your way. That’s the difference between getting services from a provider and working with a real partner.
Your vision leads. We power everything behind it.
- Powerful technology
- Envestnet | Tamarac: Branded client portals, customized reporting, trading/rebalancing
- Capabilities, SMA/UMA solutions
- Nitrogen: An AI-powered platform that helps advisors quickly quantify risk and deliver precise, compliant, client-ready portfolios
- AdvicePay: Advisor-focused fee-for-service payment management platform
- Optional core-offering tools: PreciseFP, MoneyGuide, Tamarac CRM
Protection for your business:
- Comprehensive E&O and Cyber insurance
- Contingency and succession planning to safeguard your life’s work
Your brand, your identity:
- Maintain full brand autonomy under our DBA (1099) model
- ADV Part 2A and Investment Management Agreement fully customized to your practice
Premier custodian access:
- Schwab, Fidelity, Raymond James, and RBC
- Full team support for seamless account management
Compliance you can count on:
- Immediate access to seasoned compliance professionals who work with you
- Full coverage of your IAR registration
- Complete, ready-to-go compliance program
Business operations made easy:
- Streamlined, customized billing
- Outsourced IT via Visory + full Microsoft 365 suite (SharePoint, Teams, Office)
- Experienced back office professionals who educate, expedite, and elevate
Looking for a platform that supports your growth without taking over your business? Request a no-obligation, confidential conversation.