AdaptFirst Services for Advisors
Fee schedule management
Bill clients quarterly
ACH proceeds to advisor
Paper mailing available
Model Trading and Rebalancing
Sub-advisor or Third Party Management available
Supervision per current regulation
Account Aggregation available
Performance and Allocation Reports
Practice Management Tools
Are you tired of “production requirements”? Do you enjoy giving an unlimited amount of your revenue to your broker-dealer?
Many business models a financial advisor has to choose from are out-dated and are not in the advisor’s best interest.
AdaptFirst has created a flexible, low-cost advisory platform so advisors can grow or maintain their business the way they see fit. As a DBA or under the AdaptFirst name, advisors are not required to do joint work nor recommend certain investments. Flexibility, fairness, and friendship are cornerstones of this firm and we want to help others succeed.