Turnkey Asset Management Platform | Freedom Advisors Turnkey Asset Management Platform | Freedom Advisors

Do Business the Way You’ve Always Wanted

You want control over your business to do what’s best for your clients. Having your own platform through Freedom Advisors provides access to premier investment partners, options to select your custodians, and service and marketing teams at your fingertips. The freedom to do business your way is within reach.

Everything White-Labeled With Your Brand

Putting you front and center in the client relationship. We operate in the background. The platform has your logo. Our marketing materials are yours: with your logo, your branding, and your contact information. You select which pieces to use and how you want to use them, showcasing your practice in the best possible light.

Whitelabel Your Dashboard

Curated Model Marketplace

Select from 600 pre-built models from 100 model providers.

Custodian Choice

Select from fractional share and whole share custodians.

Goldman Sachs
Charles Schwab
Download Fractional Shares Guide

Democratizing Wealth Management

The value of fractional share investing

Discover how to access for your clients a world of premier investment managers historically out of reach for all but high-net-worth investors.

Your Team

It is not enough that it is easy to process business self-service on the platform. Our large, experienced service team is your team, eliminating the need for operations staffing.

Discover the Speed and Simplicity of the Freedom Advisors Platform

Are you mired in the labor-intensive, time-consuming processes of:

  • Opening accounts & completing transfers
  • Finding forms & collecting signatures
  • Following up to ensure others do their work
  • Constructing portfolios

In Freedom Advisors’ 30-Second Video Series you’ll discover how simple it is to accomplish many of your most frequent tasks with remarkable ease and speed.

Resources

Freedom Advisors offers a curated model marketplace in its turnkey asset management platform (TAMP) to hundreds of RIAs and independent advisors.

600

Model
Portfolios

100

Money
Managers

600

Independent
Advisors

What True Independence Feels Like

With Freedom Advisors, you’re in control. Get started today.