We help brokerage firm in attracting the best advisors and giving them what they need to build their business using our software and independent research. By partnering with the strongest data brand in the professional adviser community.
Our customized offering integrate with your existing systems to help your financial professionals form strong relationship with Clients and make the best portfolio recomandations.
- Marketing Department: marketing and sales documents, website, online advertisement;
- Sales Department & Distribution Network: information and analytical tools, online and offline reporting, research document.