Ea advisors partner development website presentation
Exclude conflicts of interest and associate with No sales commissions and professionals dedicated to product loads Fiduciary standards FIDUCIARY RELATIONSHIPS Eliminate product Upfront fee disclosures surrender penalties – 100% and no hidden costs liquidity
Electronically open new accounts and perform Paperless document service and storage & sharing maintenance requests ADVANCED TECHNOLOGYMyPortfolioReport.com Automated fee-billing &online client reporting performance reporting
Share costs and Eliminate FINRA resources licensing and CE PROFITABILITYCost-effective fees Utilize low-costand appropriately custodians to priced services minimize expenses
Own your own businessBuild and market your without the financial own brand burden of establishing your own RIA FREEDOM You choose what Only pay for the services you want toservices you want and offer your clients andneed for your practice establish your own fees
RIA ADVISORY GROUPIndependent Independent IndependentBusiness Unit Business Unit Business Unit Firm Firm Solicitor Investment Investment Advisor Advisor Representative Representative Solicitor Solicitor
• We provide compliance tools, documents, communication & even Mock Audits. No need to outsource or hire Compliance expensive compliance personnel. And since the compliance hurdles as an RIA aren’t nearly as high as with a B/D, you’ll spend less time being frustrated with compliance department delays. E&O Insurance • Take advantage of our relationship and receive preferred pricing. Coverage can sometimes be extended to other lines of business as well. • We have established relationships with leading custodians who offer us volume pricing benefits without asset Custodian Relationships minimums. These custodians offer online client access and a low-cost trading platform to buy & sell investments. • You’ll have access to our Marketing Library which includes compliance approved newsletters, brochures, Marketing seminars, advertisements, client communications and more. Plus pre-approved templates for business cards, letterhead and website templates. • We offer the tools, resources and platform for our IARs that want to perform trades and rebalancing on their Trading & Rebalancing own, or, we offer an advanced solution through RIA Group Investments where those tasks are taken care of for you. Choose from proprietary models or build your own. Administration • Our proprietary software, Advisor Back Office, provides a web-based solution to open accounts, monitor asset allocations, pre-fill forms, perform account maintenance and more, all in a paperless setting. And since it sync’s(Advisor Back Office Suite) with Microsoft Outlook, your client data is always up to date. Email & • Exchange email service with custom domains and mobile device connectivity. All email correspondence is archived per compliance requirements. Paperless, secure online storage of client forms & administrationOnline Document Storage records. Portfolio Accounting • We provide daily custodian downloads & reconciliation. PortfolioCenter provides data management, customized reporting and billing management, all in one easy to use software application. Client Web Portals • Our MyPortfolioReport.com online client portal provides performance reporting with benchmarking capabilities and monthly or quarterly reporting options.
Amber CooperInvestment Advisor Representative Director of Partner Development 515.423.0775 email@example.com