In a bank, you are restrained to remain within the bank’s policies and often strongly encouraged to convince clients to invest in the banks’ discretionary mandates. On our platform, you have the flexibility to decide which bank(s) to work with, and what products and solutions you want to offer to your different clients.
Over the years, it has become more and more difficult and costly to start a business from scratch in our industry due to regulatory reasons. We have the infrastructure in place and you do not need to reinvent the wheel. You can benefit from it by joining us.
You take care of the relationships and the investments as long as you meet the adviser guidelines. We will support you with account openings, mandate transfers, management fee calculation and collection, retrocession fee calculation and collection, compliance matters, investment ideas, HR issues and more.
As an institution you will have the opportunities to attend events. We are building proprietary technology to help empower advisers and their clients.