FamilyWealthTM Advisers provides technology, workflows, research, compliance and practice management to help you run your business effectively and efficiently. If that’s not enough, we offer a complete managed services platform to provide a turnkey back-office solution so you can spend more time on managing relationships and acquiring new clients.
To create this ecosystem, FamilyWealthTM Advisers has developed a fintech platform comprised of a suite of integrated, but modular, services that incorporate cloud-based technology along with automated workflows to provide client-focused solutions helping firms increase efficiency, monitor compliance, and improve client services.
The technology platform is unlike any other fintech firm and provides a competitive advantage that is both economical and scalable for practices of any size. With our cloud-based FamilyWealthTM platform, you are able to manage all aspects of your client relationship and get a complete picture of your client’s household wealth.