Investment Platform: Customization. Control. Freedom.

On Average, Advisors spend 40% of their time on asset management but for advisors who want to grow and scale their businesses, their time is better spent focused on building and deepening client relationships.

According to Invesco research, to inspire referrals from clients, advisors need to have 12 meaningful interactions with them per year – which is difficult to achieve for advisors who spend almost half their time building portfolios. The solution to spending less time on investment management and more time with clients is a sustainable, repeatable process that enables scalability and operational efficiency.

CG Advisor Network has the platform and technology solutions to help advisors do just that.

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