The Advisor Lab
Generate leads, create proposals, convert new business, manage investment lineups, and more with the Advisor Lab.
Elevate your offering and build your brand with our easy branding capabilities.
Access all of our practice management systems on one desktop with our compliance, data, and wealth management system integration.
- Integrated, customizable platform for all plan types
- Build investment models or select from leading strategists
- Comprehensive data insights
- Fairer, flatter fees
- Open platform with no proprietary investments