Broker Check


Meet the future of practice efficiency, productivity and profitability. Our innovative solutions capabilities are designed to provide maximum flexibility in the way you run your independent practice. Designed from the perspective of financial advisors, our seamless technology workstation, SmartWorks can increase your productivity and streamline your workflow and operations—all in our paperless office system. 

  • SmartWorks®  
  • Complete Solutions  
  • Phone support  
  • Online assistance  
  • Video-based training 
An Advisory Platform That Fits Your Clients’ Needs

An Advisory Platform That Fits Your Clients’ Needs

Design flexible, customizable investment strategies using the My Advice Architect® platform 

  • Save time and gain greater scale for your advisory business with My Advice Architect®, our unified advisory platform. Comprised of four programs and accessed through a single web-based interface, the platform offers full flexibility and control in how you implement investment solutions for clients. 

  • My Advice Architect allows you to manage every step of the investment process in one place: proposal generation, portfolio creation, rebalancing and trading, monitoring and account maintenance, and reporting. Build comprehensive portfolios by consolidating assets and managing risk holistically, improving diversification across money managers and securities, and simplifying fees. 


Help your clients uncover how they feel about their financial future.

Enhance communication and collaboration with your clients and prospects by using Decipher™, our client discovery tool that helps individuals see the underlying feelings behind their financial choices. You’ll be able to use the information gleaned from the Decipher experience to offer greater personalization for clients’ investment strategies and connect with each individual on a deeper level. 

Have a Question?

Thank you!