Technology

Leave the Technology to Our Professionals!

 

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.

What You Can Expect From Our Technology Team

 

EXPERIENCED IT ACCESS

Have technical questions on hardware, systems, software, or cyber security, our technology experts can help!

LOWER COST FOR LEADING ADVISOR SOLUTIONS

We’ve partnered with leading technology providers, lowering the cost for our advisors.

LATEST TECHNOLOGY ACCESS

Increase efficiency by implementing and integrating the latest technology.

SEC/FINRA COMPLIANT SOLUTIONS AND DOCUMENT STORAGE

Our systems keep you audit ready!