ADVISOR BENEFITS

Advisor Technology Support

Increase efficiency by implementing and integrating the latest technology.

When it comes to ensuring your practice is utilizing the latest in technology, where do you start? Independent financial advisors need hardware, office systems, and advisor solutions that integrate, are compliant, and cyber secure. The Financial Advocates’ Technology Team delivers an extra level of technology solutions and assistance for independent financial advisors. 

Leave the Technology to Our Professionals!

 

Here’s what you can expect from the Financial Advocates Technology Team:

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EXPERIENCED IT Access

Have technical questions on hardware, systems, software, or cyber security, our technology experts can help!
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Lower Cost for Leading Advisor Solutions

We’ve partnered with leading technology providers, lowering the cost for our advisors.
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Multi-Custodial Technology Access

Gain access to the various tools utilized by our multi-custodial partners.
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SEC/FINRA Compliant Solutions and Document Storage

Our systems keep you audit ready!

Financial Advocates Technology Services

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Hardware Purchase and Setup

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Technology Assessment

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Cybersecurity Assessment

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Data Feed Assistance

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Portfolio Management Systems

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CRM Systems

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Work Flow Management Systems

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Client Service Platforms

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On-site and Virtual Support

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Knowledge of LPL Financial System Requirements

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Website Hosting and Assistance

Looking to grow or expand your financial practice?

We support an expansive network of independent financial advisors across the nation. If you are thinking about increasing your independence and opportunities for success, let’s talk.

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