The FamilyWealth™ platform is a suite of integrated, but modular, services that incorporate cloud-based technology along with automated workflows to provide client-focused solutions helping financial institutions increase efficiency, monitor compliance, and improve client services.

Unified Managed Accounts

The Unified Managed Household (“UMH”) capabilities offer a front-to-back solution that eases key operational and administrative burdens and lets managers and advisers focus on building client relationships and growing their business.

Turnkey Asset Management

Turnkey asset management programs, or TAMPs, allow advisers to delegate the investment management function to those able to devote more time and resources toward it. And, by offloading back-office functions, advisers can focus more on client facing activities and on growing their business.

CRM & Workflows

The use of automated workflows in concert with a client relationship management (CRM) system helps drive efficiency. Implementing effective workflows will free up advisers and owners to spend more time on a growth and value strategy for their advisory business.

Robo Adviser Solution

Robo-Advisers are computer algorithms to provide automated investment advice with little to no human contact with the end-user. But rather than simply supplanting the traditional adviser, there is a trend of convergence between “traditional” robo providers and traditional advisers, leading toward a model that combines online advice with human support.

Why Choose Us?

The FamilyWealthTMAdvisers platform provides unsurpassed tools and resources to help manage portfolios and streamline the investment process.

The FamilyWealthTM Advisers dedicated service team, along with our state-of-the-art platform provides an all-in-one solution to help  automate the wealth management process and provide a holistic approach to account management.

FamilyWealthTM Advisers technology platform and service team provide the support and resources needed to help clients effectively manage assets.

The team of professionals at FamilyWealthTMAdvisers is dedicated to helping our clients find investing success. Our simple goal of preserving principal while consistently growing capital guides us in our research and investment philosophy.

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