Advisor Solutions

Our core BD platform

National Financial Services (NFS) 

Industry leader with 35 years of clearing and custody experience.


Best-in-class advisor tools


Total Advisor Platform

  • Planning & Collaboration
  • Advisory Solutions
  • Digital Advice
  • Clearing & Custody
  • Workflow & Advanced Analytics

Black Diamond Wealth Platform

Comprehensive performance reporting system

  • Reporting
  • Rebalancing
  • Proactive Service
  • Custodial Data
  • Integration Network
  • Investor Experience
  • Portfolio management

Client management solutions

Redtail CRM

Cost-effective, easy and tailored to today’s financial professional.


Research center

  • Asset Allocation – Asset-class performance matrix, multiple asset allocation models
  • Emerging Investments – New manager recommended list and manager analysis
  • Research & Analysis – Quarterly commentaries that cover the markets, asset classes and the global economy
  • Market Commentary – Timely topics affecting the economy and capital markets. White papers and articles relating to financial planning and investment ideas

Retirement plans

RPS – Plan Advisory Group

Supporting plan clients and scaling their retirement consulting business

  • Fiduciary Management
  • Investment Management
  • Client Education
Wherever you are on your path to independence, our platform was built from the ground up with YOU in mind.

Learn how our Hybrid BD/RIA solution can put you back at the center of your client relationships.
Meet With Us