Our proprietary Alliance Program is just that — an alliance. It’s a proprietary network of resources from providers, brought together to offer robust solutions to our independent financial advisors. At Integrated, our comprehensive understanding of each network advisor’s needs helps us leverage the expertise of our Alliance partners to provide thoughtful, efficient solutions to their business goals.
Access to Enterprise-Level Tools and Products
Our Alliance Program connects our network of advisor partners with powerful, strategic partner relationships and resources. This benefit provides our advisors with exclusive access to proven, enterprise-level products, platforms and solutions to support their business — as there are risks using free apps and software. Thus, our advisors can compete in the marketplace. They have the same tools and access to operate as any big firm.
We profile and categorize each partner tool, platform, or company in the Alliance Program for easy reference:
- Client Management
- Investment Management (Outsourced Investment Management; Research)
- Lending/Banking Relationships
- Practice Management (HR; Virtual Receptionist)
Partner profiles highlight their company, featured products or services offered and include contact information. We highlight Alliance partner profiles throughout various times of the year for our network advisors to learn more about them in-depth.
The Alliance Program Partners List Is Ever-Evolving
We continuously pursue and add platforms, services and partnerships that benefit the growth and efficiency of our network advisors. Our advisors refer some Alliance partners, and the Integrated team identifies and develops others. Independent business owners can benefit from leveraging the economies of scale with our Alliance Program, by being a part of our network. And, if we don’t have it yet, we do the research needed to find a solution that meets the need.