Sales/Integration
Partnerships
Business Development and Revenue Sharing opportunities for partner network
Sales/Integration Partnerships for Emerging FinTechs
According to an Envestnet’s Market Survey, over 400 technology solutions are on the market, and 54% of advisors report a lack of integrated technology workflows. And of those polled, 61% of advisors would prefer an all-in-one bundled tech platform or software solution… Now is the time to integrate to stand out from those FinTechs that do not.
As a fellow cloud-based provider on Kitces.com AdvisorTech Directory of cloud solutions, we offer firms the opportunity to join forces, create more integrations, and mutually gain marketshare.
We focus on areas that bring the most value as an added sales partner.
Three Step Process for Sales/Integration Support
| Discovery | Sales Setup | Implementation |
|---|---|---|
| Market Research Prospecting/Lists | Sales/Marketing Cycle Demos | Product Bundling Integrations |
How Are We Different
We are not a lead generation company that sells lists or data.
Instead, as a fellow FinTech cloud-based provider, we offer our partners opportunities to collaborate with us in our sales system, marketing, demos, integrations, and cross-selling initiatives, all designed to be mutually beneficial.
Compliance/Integration Systems
We offer compliance, sales partnerships, and tech integration portals to enhance firm communications, stakeholder procedures, and to provide consolidation points with third party applications
As Featured In
Technology and Workflows
For Investment Advisors, Funds, FIN Service Providers, and Consulting Teams
Compliance + unified applications portal for firm and staff to save time when using multiple applications
For Fractional Executive/Consulting Teams
Cloud + unified applications portal for fractional CCOs, COOs, CMOs, CFOs, CROs and consultants to manage client applications
For Administration Teams
Cloud + unified applications for managing back-office duties, filing, tasks, and other client-based projects
Features
White Labeling
Tailor with your brand identity and unique requirements.
Access Rights
Easily manage admin and user permissions.
Integrations
Integrate the app with your existing tools via API/SSO.
Compliance & Audit
Customizable workflows for training, disclosures, and audit reporting for all stakeholders.
Templates
Access over 100 ready-to-use templates or upload/edit your own forms for unmatched flexibility.
Dashboards for Admin, Staff Clients
Seamlessly navigate the app through an intuitive interface accessible to multiple team members.
File sharing and Document requests
Share files with other users or request information securely.
IT/Security consulting
Including IT/cyber consulting with our partners.
SEC Private Fund and Auditor Reporting Obligations
Excerpt from Financial Planning Magazine “Besides a newly mandatory documented annual review obligation for all RIAs regardless of whether they advise any private funds, the five other provisions could force some firms to hire auditors, examine possible conflicts of interest and create new quarterly reports, according to interviews about the reform package A “sizable percentage” of RIAs, especially those working with high net worth clients, currently use private funds in some capacity, according to Roberson.
“It's pretty substantial — if they're not a private fund advisor directly, they may be recommending or investing in third-party products,” Roberson said. “What are the vehicles and are there any potential conflicts of interest that you haven't factored into your initial disclosures? Those things will come up, even if you happen to have a small equity position in this and this is something you haven't previously disclosed and it was part of your private fund activities.”
Our Partners
