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.