Farther Description

You can run and grow your business in the way that you want. We are here to help advisors scale up, not treat them like salespeople. We will help you succeed and then take the reins. Our platform is dynamic and takes care of all the busywork so you can concentrate on advising clients on wealth-building strategy. Spend more time planning your future and less time filing paperwork. You and your clients can eliminate paperwork and red tape. A intuitive dashboard that gives you more control and visibility. All-in-one-place account aggregation. Coaching opportunities one-on-one The best-in-class, elite program for practice management, focusing on client acquisition, and growing your business. A dedicated Farther website. Monthly marketing budget to be used at your own discretion. Digital prospecting tools that are state-of-the art. Centralized marketing team. Innovative tech platform and tools that support prospecting and client experience.

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Company Details

Company:
Farther
Headquarters:
United States
Website:
www.farther.com/for-advisors

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Product Details

Platforms
SaaS
Type of Training
Documentation
Customer Support
Online

Farther Features and Options

Investment Management Software

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

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