Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Description

Run your business according to your vision, and let us assist you in scaling your established advisory practice without treating you merely as a salesperson. We offer all the resources you need for success while allowing you to take the reins. Our innovative platform handles the tedious tasks, enabling you to concentrate on guiding clients with wealth-building strategies. Spend more time crafting futures and less time managing paperwork, as we eliminate administrative burdens for both you and your clients. Our user-friendly dashboard enhances your visibility and control over operations, along with an all-in-one account aggregation feature. You will also have access to personalized coaching sessions and an elite practice management training program aimed at client acquisition and business growth. With a dedicated webpage, a flexible monthly marketing budget, and state-of-the-art digital prospecting tools, we equip you with everything necessary for success. Additionally, our centralized marketing team and advanced technology platform are designed to enhance your prospecting efforts and improve client experiences, ensuring you have all the support you need to thrive in your business.

Description

Crafted to cater to your requirements and surpass your anticipations, our solution enables substantial operational efficiencies for your wealth management firm by unifying your various platform relationships into a singular multi-asset, multi-currency investment platform. Reclaim complete authority over your client offerings by showcasing your brand, personal investment solutions, and your customized platform fees. Eliminate the administrative overhead and the support responsibilities tied to other platform providers. We possess and manage our technology, ensuring the highest degree of automation throughout the platform. Our adaptable APIs play a crucial role in facilitating timely and electronic data exchanges with external partners, effectively minimizing the dual-entry workload that your business would otherwise face. Additionally, for wealth firms leveraging Intelliflo Office as their back-office system, our platform provides a real-time, two-way interface for the seamless electronic submission of all client-related information, making operations smoother and more efficient than ever before. This integration not only optimizes workflows but also enhances the overall client experience by ensuring that information is always up-to-date and accessible.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

No details available.

Integrations

No details available.

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

No price information available.
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

Farther

Country

United States

Website

www.farther.com/for-advisors

Vendor Details

Company Name

Third Financial Software

Founded

2008

Country

United Kingdom

Website

www.thirdfin.com

Product Features

Investment Management

Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management

Product Features

Investment Management

Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management

Alternatives

Wealth Elite Reviews

Wealth Elite

REDVision Tech

Alternatives

MoneyWare Reviews

MoneyWare

Miles Software (EbixCash)
PriceMetrix Reviews

PriceMetrix

McKinsey & Company