Easily Evaluate Potential Partners Using our 30-Factor Checklist

When it comes to finding a truly independent, modern, and flexible investment management platform, there are a number of factors that determine the right choice for your practice.
To help you get started, we've put together a checklist that outlines the top factors to consider when evaluating potential partners, including:
  • Mobility & Optionality
  • Navigational & Operational Ease
  • Investment Planning Tools
  • Selection of Models & Money Managers