PLATFORM SERVICES PROVIDER

Advanced
Practice
Advisors

Personal Branding, Integrated Technology, Transition Support, In-House Compliance. More

Personal Branding

Integrated Technology

Transition Support

In House Compliance

BUILT BY ADVISORS, FOR ADVISORS AND THEIR CLIENTS

Services

APA Advisor Xi (all managed and integrated in the USA)

  • Microsoft Dynamic CRM
  • Automated Work Flows
  • Document Storage
  • Financial Planning
  • E-Mail/E-Fax/archiving
  • Portfolio Center
  • Performance Reporting
  • Fee Billing
  • Client Web Portals
  • Customized in your Brand
  • Client “Document Vault”
  • Rebal tools
  • Multiple Custodian Re-Bal simultaneously

Best Pay-Outs in the Business

  • 90% on 1st Million

  • 95% on all production thereafter

  • Aggregate your Team’s Production to reach the 95%

Transition Support

  • Multiple “feet on the ground” for re-papering and everything associated with your transition: technology start-up, population and training

All Compliance – CCO in House

  • ADV
  • 2A, 2B
  • Client Brochure
  • Performance, Fee and IPS reviews

APA PLATFORM SERVICES FOR RIAs

APAs Business and Management Systems streamlines and automates your business with web-based integrated state of the art technology; including assistance in training, data entry and hardware set up and support. E & O insurance is included in your platform service fee; profit sharing and succession planning are offered so our long-range plans are in keeping with our vision of sharing the wealth. You are able to hold your assets at several custodians such as TDA, Fidelity, Scottrade, IB and others. Our payouts are one of the best in the business: 90 – 95% with no nickel-dime fees, period. Transparency is our motto, integrity is our conviction.

Press

Press Release Articles About APA-RIA

Trust

It’s All about How
We Serve You

Click on team member’s name for bio

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We are here to help you grow your business.