Advisor tools built to make you look good
Are you comfortable with a one-size-fits-all mentality or are you looking for more?
Industry leading resources with a team that provides real, person-to-person support for every advisor
In fact, because we prioritize real, person-to-person relationships with each and every advisor, we’re able to customize our resources to fit any business model.
“Arkadios checked all the boxes — advisor-owned, advisor-focused, smaller, flexible, willing to hear what we have to say and help us find solutions that are in our clients’ best interest.”
“Arkadios brings a personal level of support along with common and practical sense to how they partner with advisors. It was important to find a firm that can eliminate much of the busy work that keeps me away from being an advisor so I can focus on what I do best — working with my clients.”
SMArtX is as much a technology platform as it is a true unified manager account solution. With SMArtX, you can take your fee based advisory business to a whole new level.
This intuitive platform gives you an easy way to build models with or without SMA strategies, all under one account structure:
- Third party strategies
- Performance reporting
- Advisor as PM
- Drift Management
- Portfolio Construction
- Black Diamond & Wealthscape Integration
- Client management solutions
- Redtail CRM
National Financial Services (NFS)
- Our core BD platform
- Industry leader with 35 years of clearing and custody experience.
Through this partnership, we are able to offer powerful solutions, efficiencies, and an integrated technology platform.
We recognize that wealth management is constantly evolving, and as we continue to provide the best flexibility to meet your needs, we have additional custodial relationships that can be leveraged under our corporate RIA structure or your own independent RIA model.
Whether NFS, Fidelity IWS, TD Ameritrade or Charles Schwab, we are committed to providing you with the options that best meet the needs of your business.
Total Advisor Platform
Wealthscape is Fidelity’s next generation advisor platform and provides advisors with access to all Fidelity tools:
- Account opening
- Trading solutions
- Reports and alerts
- Market data and research
- Modeling and rebalancing
- Risk management and compliance tools
- Digital advice
- Clearing & custody
- Workflow & advanced analytics
Black Diamond is a best-in-class total wealth management platform. Manage your client’s complete wealth picture with powerful reporting, rebalancing, and more.
Black Diamond also offers in-depth business analytics to help drive efficiency, scale, and profitability. This platform is offered at a steep discount, providing you with one of the best technology systems on the market at an affordable cost. Get access to:
- Proactive Service
- Custodial Data
- Integration Network
- Investor Experience
- Portfolio Management
Docupace offers an all-in-one processing, business submission, office workflow, and virtual storage solutions. Docupace also offers a form filling pre-population solution and e-signature functionality that integrates with various leading CRM systems.
We provide affiliated firms with a simple intranet site that enhances our communication and the accessibility of services to advisors. Through embARK, our site is embedded with SSO connectivity, which allows you to access most technology tools from one location.
Arkadios Managed Solutions
Get access to professional money management often reserved for institutions. Typical portfolios are invested in securities such as individual equities, bonds, government securities, ETFs, and mutual funds.
Customized discretionary investment management and execution services for individuals, trusts, endowments, retirement plans, corporations, and other organizations.
Complete and diversified asset allocation strategies designed for long-term investing that are proactively managed and tactically adjusted based on the economic and market outlook as well as investment fundamentals.
Fixed Income Services
Unique to the hybrid broker dealer space, we have a team of 6 institutional fixed-income traders and portfolio managers ready to help you and your clients navigate the complex world of fixed-income investments, with a primary focus on individual bonds. Get access to:
- High grade municipal and taxable bond ladders – from planning, to implementation, and ongoing portfolio monitoring and tracking
- Fixed-income proposals and portfolio reviews – for current accounts as well as prospective clients with bonds held away
- Portfolio analytics and scenario analysis
- Global credit reviews and portfolio tracking
- Fixed-Income and interest rate strategies
- Specialty bond portfolios such as Impact/ESG focused, short or long duration portfolios, total return and income oriented strategies, and more.
- Highly customized portfolios based on client needs
Take control of your business
Enter a new phase of freedom, growth potential, and opportunity. Ready to see how we can empower you to run your business your way?