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TURNKEY ADVISOR
PLATFORM

 

IAA offers a comprehensive custom outsourcing program giving advisors the scale to provide their clients robust wealth management services.  Using our Turnkey Advisor Platform you engage a single vendor for all your infrastructure and back-office needs.

Technology

Our technology platform creates a single access-point for all your needs. Completely web-based, Advisor Desktop is available anywhere you have internet access - including your mobile devices.

Service

Experienced support staff assist in all administrative functions limiting your need for an assistant or other employees. We provide for all standard applications and service providers eliminating the need for you to spend time searching for and working with email providers, hosting, reporting, or custodians. 

Opportunity

The greatest asset you have to offer your clients is your time and expertise. Being able to cost-effectively outsource the non-revenue generating and non-client facing activities; you become the client's accessible and knowledgeable advisor.  We give you options to run a business that fits you, your situation, and your goals.  

Operations as a Service

OaaS/PaaS - Operations or Platform as a Service - We bring not only the technology and infrastructure to run your business but we provide the middle and back office layers for your firm to create Expandable Capacity, enabling you to provide a world class experience for your clients.

The IAA Platform can help you with:

  • Rebalancing and Trading

  • Reporting Reconciliation

  • Model Portfolios, Custom Portfolios, or Your Portfolios

  • Account Administration and Billing

 

The IAA Platform can include advisor infrastructure:

  • Custodian Options - TD Ameritrade, Fidelity, or Schwab

  • Operations Team

  • On-Boarding Flow

  • Two-Way Portal to Track Everything

 

The IAA Platform offers advisor technology:

  • Portfolio Reporting

  • Client Portal

  • CRM

  • Archived Email

Call us at 800-607-3340 or request a call

​Corporate Address:

700 Kinderkamack Rd

Suite 200

Oradell, NJ 07649

© 2020 The Investment Advisor Alliance LLC. This website is intended for financial professionals only. The Investment Advisor Alliance is a Registered Investment Advisor. IAA can conduct business only in states where IAA is registered or is exempt from registration. Most  services provided by IAA do not require registration. The Investment Advisor Alliance is not licensed to and does not conduct securities business. All custody and trading is provided by registered broker-dealers. Advisor representatives are supervised for advisory activity only. Commission securities sales, insurance sales, or any other outside business of representatives is not supervised by IAA. Charles Schwab, Fidelity, TD Ameritrade, and The Investment Advisor Alliance are not affiliated companies. Wealth Protection Solutions, Bespoke Wealth Design, Advisor Technology Services, and The Investment Advisor Alliance are affiliated companies and wholly owned subsidiaries of Keeler Financial Services Holdings LLC.  Any information provided via forms on this site grant permission to contact you.