You’re committed to your clients’ best interest as a fiduciary advisor. In the same way, we’re committed to helping you serve them seamlessly with top-notch technology tools.
We do so through state-of-the-art industry tech to enhance operational efficiency and investment capabilities. As a PCA-affiliated IAR or RIA partner via a subadvisory agreement, you can access our curated suite of technologies. They take the focus off the back office and put it on your clients!
Streamline your back office and serve your clients better with our technology tools and solutions.
Orion, the industry’s leading all-in-one comprehensive software solution, equips you with powerful features like these:
In addition to optimizing operations, Orion offers a client portal with engaging features, such as video statements and intuitive visuals. Your clients can stay informed and connected to their investments.
A third-party institutional custodian we use for asset management, Schwab provides trusted oversight and adherence to fiduciary standards. This instills confidence in invested assets’ security.
You get direct access to Schwab’s platform, which our competitive pricing complements. It helps take your advisory business account management processes to the next level! Either through Schwab or our account-opening tool, you can open accounts as an affiliate advisor.
Fidelity, another third-party institutional custodian that includes Fidelity Clearing & Custody Solutions, provides powerful solutions:
Fidelity’s foundation is on the principle of custody, serving more than 50 million individual investors and $4.9 trillion in total discretionary assets as of 2023. Through access to the Fidelity WealthScape platform and our pricing structure’s added benefit, you can efficiently manage your advisory business.
You can open accounts through Fidelity directly or via our account-opening tool to power your business — big or small.
Users worldwide recognize DocuSign for its secure and efficient digital signature tech. It enhances transactional processes for both our PCA IARs and RIA partners and your respective clients. DocuSign also facilitates paperless account openings and account management tasks, ensuring speed, accuracy and compliance in all transactional activities.
You can consolidate with Fusion Elements — one login, one platform, with multiple productivity-boosting solutions. It’s a proprietary technology platform that integrates with more than 750 applications. And it empowers you to customize your workflow and optimize your processes.
With a user-friendly interface and centralized functionality, Fusion Elements simplifies adopting key tools like these:
As a result, you can easily link your CRM, cloud storage, proposal and marketing tools into your business practices.
Interested? Book a call with us! You’ll discover more about the benefits of affiliation and the advantages you can seize to streamline your processes.
