Portfolio Management Platform

Your Platform

Your platform is seamless, easy to use and flexible. Use it anywhere on any device. All component parts of running your practice are brought together in one system and private labelled with your brand.

You Control

You want control over your business to do what's best for your clients. Having your own platform through Freedom Advisors provides all you need to run your practice.

Client Center

  • View by household, person or account
  • Portfolios / Holdings / Performance
  • Transaction history
  • Documents

Service Center

  • Portfolio construction
  • Trading including systematic investing and withdrawals
  • Portfolio rebalancing and drift tracking/alerts
  • Account opening and transfers
  • Multi-custodian
  • Live service experts who know your practice

Model Center

  • Outsource to curated, pre-built portfolio models from 25 providers
  • Build your own models from 400 models, strategies and managers
  • Deep investment due diligence done for you

Platform Tools

  • Reporting center
  • CRM
  • Tasks
  • Notes
  • Collateral

What is True
Advisor Independence?

Download now and learn more about how to control your destiny and your client experience.