Our partners in designing smooth and secure wealth creation.
Carrying brokers
A carrying broker is a firm that provides back-office support for other types of firms such as investment dealers. They may support an investment dealer through regula-tory compliance procedures, recordkeeping of client account transactions, access to markets, distribution of client documents, and the provision of certain systems and online access support.
Aviso is our carrying broker. They have a robust, comprehensive, customizable suite of wealth management and investing solutions.
Industry partners
Aviso is our carrying broker. They have a robust, comprehensive, customizable suite of wealth management and investing solutions.
Mako Fintech is our workflow automation partner. Their solutions are the best in the business, easy to use, and provide an integrated view from client to advisor to compliance to back office.