Independent Advisor Solutions
Get All the Efficiency You Need with None of the Drag
To stay competitive today, you need to leverage the latest technology, investment expertise and operational support. That usually means building a massive infrastructure with a huge price tag.
Supporting Growth Through Innovative Technology & Dedicated Support
At CGAN, we’ve built our platform to make it effortless for you to focus on serving your clients and growing your firm.
The Future of Financial Advice is Here
If you’re not utilizing standardization, integration and automation of data, you’re already behind.
Hands-On Transition Support
- Five-step project plan supported by a dedicated service team
- Setup with custodian of choice and broker-dealer if needed
- Introductions to resource partners
- Support with preparation and fulfillment of client paperwork
- Comprehensive technology training and demos of critical systems
Robust Portfolio Management Platform
- Custom, consolidated performance reporting with onscreen portfolio views
- Billing and payment solutions with flexible fee calculations and schedule design
- Accurate, reliable trading capabilities with scaled household rebalancing and tax-efficiency
- Flexibility to accommodate advisor-selected CRMs and financial planning software
Comprehensive Compliance Program
- Fulfillment of regulatory requirements and registrations
- Third-party consultant monitoring, including required updates
- Advertising and marketing review
- Errors and Omissions (E&O) insurance
Dedicated Marketing and Sales Resources
- Client portal and mobile app branded with advisor firm name and logo
- Aggregated view of all financial accounts and information for clients
- Customizable prospecting campaigns and workflow
Personalized Service Team
- Support team of seasoned professionals dedicated to your business
- No call centers or ticket systems
- Expect real-time answers to administrative challenges in time
CGAN's Additional Support Pillars
Along with our independent advisor solutions, we provide next-gen business consulting and investment management services to enable your focus on supporting your clients and achieving your growth goals.
Bring your independent firm vision to life with built-in business coaching tools and resources.
Take advantage of private client investment solutions based on freedom, control and customization.
Choose your investment management strategy.
