Freedom Advisor Platform

What True Independence Feels Like

A turnkey advisor platform offering you a complete portfolio management solution, comprehensive outsourcing of operations, and high-touch service to help advisors like you run efficient practices and seek to deliver superior outcomes to your clients.

Do Business The Way You’ve Always Wanted

You want control over your business to do what's best for your clients. Having your own Freedom Advisor Platform provides access to premier investment partners, options to select your custodians, and service and marketing teams at your fingertips. The freedom to do business your way is within reach.

Everything White-Labeled With Your Brand

Putting you front and center in the client relationship. We operate in the background. The platform has your logo. Our marketing materials are yours: with your logo, your branding, and your contact information. You select which pieces to use and how you want to use them, showcasing your practice in the best possible light.

You Control Selecting or Building Model Portfolios

Select from over 100 pre-packaged models from 10 model providers or build your own models from over 400 models and strategies.

Your Choice

Select from the industry's largest, most recognized custodians, including the fractional share solution of Goldman Sachs.

Your Team

It is not enough that it is easy to process business self-service on the platform. Our large, experienced service team is your team, eliminating the need for operations staffing.

What True Independence Feels Like

With the Freedom Advisor Platform, you're in control. Get started today.

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Model Portfolios
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Investment Managers
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Independent Advisors

What is True
Advisor Independence?

Download now and learn more about how to control your destiny and your client experience.