Beyond AUM
Other
"We consolidated all of our marketing and content creation to Beyond AUM and they've been a fabulous partner and have just sharpened the saw on search engine optimization."
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Flourish
Software
Holding client cash in a fee-exempt money market account, enabling advisers to show clients a lower blended fee across all assets
"We have a money market account with Flourish — a broker-dealer just for RIAs — for cash they don't get billed a fee on. But if the cash is principally protected and they're earning cash on it, we can explain to them, hey, you've got $1.8 million, $300,000 i..."
Schwab
Software
Custodian for client assets following merger with Composition Wealth
"We went from Pershing to Schwab, so we were re-papering the whole book of business, and clients seem pleased with Schwab. It's a big change for us from Pershing to Schwab."
Synergy Compliance
Other
Outsourced compliance management for the RIA
"We went with — same episode — Synergy Compliance for our compliance needs, which was an amazing decision. Do it again in a heartbeat."
About these recommendations
Products are related to this topic through catalog tags. Quotes describe the creator’s stated use; they are not necessarily recommendations for this topic.
Creator counts cover all uses and all dates. Each person counts once per product family. Paid promotions and passing mentions are excluded. Items are ordered by creator count, then name.