A trusted platform evolves into a unified solution for modern wealth management.

Advisors are in the service industry. Establishing, developing, and nurturing in-depth personal relationships with clients is now the hallmark of a wealth management firm’s value offering.

Advances in technology have been a great boon to today’s modern trust experience.

As the wealth management industry continues to set record volumes of M&A deals, many advisors are asking themselves, “Should I get in on the action?”

What happens when the typical costs and fees in your industry get compressed by technology innovation?

A combination of three powerful forces—zero commission trading, direct indexing and advanced rebalancing technology—is unlocking a slew of advisory opportunities.