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Fee-Based Planning Training

Technology That Meets You Where You’re At

A software platform to help you gain clarity and confidence with your advisor.

Simple Digital Onboarding

Guided and intuitive data gathering that allows you to onboard when you’d like, enter your pertinent financial information, and collaborate with your advisor during onboarding & data gathering.

Automated Document and Disclosure Signing

Disclosures and document signing at your fingertips.

Transparent and Straightforward Billing

Billing that’s simple, monthly, and transparent. No hidden account fees, no commission fees, no trading fees, and no surprises.

Seamless Performance Reporting

A complete look at your performance, asset allocation, and gains across multiple timelines.

Simple Digital Onboarding

Guided and intuitive data gathering that allows you to onboard when you’d like, enter your pertinent financial information, and collaborate with your advisor during onboarding & data gathering.

Automated Document and Disclosure Signing

Disclosures and document signing at your fingertips.

Transparent and Straightforward Billing

Billing that’s simple, monthly, and transparent. No hidden account fees, no commission fees, no trading fees, and no surprises.

Seamless Performance Reporting

A complete look at your performance, asset allocation, and gains across multiple timelines.

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