Adviser Economics
On a standard platform, advisers typically keep 0.2%-0.9% of the 1.5% client fee. With us, advice firms retain up to 1.35%.
Client Ownership
Every client asset sits in the client’s own legal name, in their own broker and bank accounts. No custodian. No counterparty. No platform outage that freezes client money.
Real Control
If you ever leave us, no migration. No forced sell-down. No operational reset. The same is true for your clients. Portability isn’t a feature; it’s the structure.
Our founder was a financial adviser from 2005 and established this firm in 2009. We ran as an advice practice for fifteen years, on technology and licensing structures we built ourselves. In 2024 we sold the advice book and opened the engine to other firms. Today we work with self-licensed boutiques, dealer groups, and broking firms.
We are not a platform. We are the alternative for advisers who refuse to hand their economics, their IP, and their value proposition to platforms.