Problem
Small independence is inefficient and growth is hard to come by.
Solution
WealthPlan lets you keep your autonomy while adding immediate scale around you.
Problem
Small firms experience higher costs due to the difficulty of adding scale.
Solution
WealthPlan’s relationships give you economies-of-scale and access to institutional pricing.
Problem
Employee advisors have had offices and administrative support like payroll done for them. Finding these resources can be difficult.
Solution
WealthPlan provides the middle and back-office support services like payroll processing so you don’t have to reinvent the way you work.
Problem
Growth often means managing ever-increasing numbers of personnel.
Solution
Our scalable support team means you’ll never need to manage others or deal with employee turnover
Problem
The cost to add truly alternative investment offerings like alternative funds makes those strategies out of reach.
Solution
WealthPlan handles due diligence and investment selection, giving you access to thousands of unique investment vehicles, without the time and added expense you would normally incur to research those products.
“No one else in the industry provides the level of control and amount of support that WealthPlan does. It is the most unique platform I’ve seen.”
Click here to learn why Wayne Wagner says WealthPlan Partners is a TAMP unlike any other.
What It’s Like to Work with WealthPlan Partners
We’ll take you through a three-phase process to get you up and running quickly, transition your clients easily, and help your firm run more profitably.
Phase One:
Transition
You’ll receive a dedicated Transition Manager to help you with licensing, SEC registration, and product review and approval. You and your Manager will meet weekly to keep steady progress.
Phase Two:
Client Onboarding
Your Transition Manager will assist you with custodial onboarding and provide sample letters you can use to communicate with clients about your move. During this period, we’ll also begin working with you to upload your client information and account performance to your new portfolio management software.
Phase Three:
Training
The Training phase occurs in three distinct parts: Technology, Brand, and Fee Billing.
- Technology: Review, set up, and train on your new WealthPlan technology suite.
- Brand: Determine whether to market under the WealthPlan brand or your own, then set up the necessary marketing materials you need for success.
- Fee Billing: Review advisory fee billing practices with your Transition Manager, set up your fee schedules, and set up your custom software needs.
Get the support you need to grow.
Contact our team to learn how you can immediately scale your business.