Investment Advisors & Portfolio Managers
Are you a small to mid-size independent investment advisor or portfolio manager with clients who want a comprehensive financial plan, but you lack the resources to hire a full-time planner in house?
Would you rather spend your time on sales, marketing, relationship management, and research but instead find you're pouring time into navigating less than stellar planning software?
Consider outsourcing your financial planning needs to A la Carte Financial. You maintain the client relationship, while we prepare a custom plan for your client behind the scenes.
We use Naviplan, the market leading software in the industry to prepare the plan. It can be as slim or comprehensive as you like depending on how you’re looking to augment your client experience.
If you’re looking for a way to manage costs, save time, and turn your attention to the parts of your job you love the most, contact A la Carte Financial to see how we can work together in the future.