Commitment To Your Success

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.

Ways to work with FamilyWealthTM Advisers

  • SOLICITOR: If you are not ready to be an Investment Adviser Representative (IAR), a solicitor arrangement is a great solution.
  • INVESTMENT ADVISER REPRESENTATIVE (IAR): Advisers can join an existing local branch and enjoy the resources, local support, and community in addition to the vast resources of FamilyWealthTM Advisers.
  • BRANCH OFFICE: The FamilyWealthTM Advisers branch office model can be a significant wealth-creating vehicle for entrepreneurs. If you enjoy coaching and mentoring others, being a branch manager can be rewarding personally as well as professionally.
  • TOTAL OUTSOURCING: FamilyWealthTM Advisers can provide a total outsourcing solution for your advisory business with end-to-end HR, back office, and compliance needs and allowing you to maintain your firm’s brand identity in your marketplace while utilizing our powerful platform.