Technology

Our proprietary Advisor Squared platform offers practice management resources, back-office functions, and operational technologies within a single, unified system. Advisor Squared can streamline your internal workflows, introduce scalability to accommodate extensive business growth, and deliver powerful functionality within a simple web experience for you and your clients.

Reporting Engine

Institutional Quality, Easy Accessibility

Dashboard with sections labeled Diversification, Returns, Holdings, Cash Flow, and Trading Activity, featuring pie charts and graphs.
Private-Label Automation

Easy to Access, Fully Branded Resources

Our proprietary branding automation platform allows us to efficiently customize resources around your brand. This is not a simple logo swap, but rather full, extensive design based on your logo, colors, contact information, disclosures and full brand identity.

Submission System

Efficient & Organized Workflow Management

Laptop screen displaying an "In Progress" submissions page of a software application called Advisor Squared, featuring a list of submissions with actions, status, and categories such as "New Business," "Fee Change," and "Case Design." A side menu with navigation options and a dropdown menu are visible.
Client Web Experience

Consistently Reinforce Your Value Proposition

A button with a house icon and the text 'Household, client and account-level access' on a dark background.
Cloud and database icons with text 'Aggregation of all client accounts' on gray background.
Icon of cash with text "Cash flow detail over multiple time periods" on a dark gray background.
Circular pie chart icon with text "Diversification and asset class detail" on a dark background.
Icon of a receipt and text: "Detailed return information over multiple time periods" on a dark background.
Icon of a document with a shield next to the text 'Flexible document vault' on a dark background.
Billing Management

Fast, Flexible, Automated

Infographic depicting a financial process with icons and text. Steps include Fee Calculation, Quality Assurance, Fee Deductions, Advisor Payouts, Reporting & Analytics, and Compliance Documentation, connected by a dotted line.
Training Platform

Improve & Implement Best Practices

Digital mockup of an "Investing Snapshots" webpage featuring sections on "Rolling Returns" and "Days Missed" from the Stocks Series, with images of a man in professional attire.
Client Onboarding

Solve Problems with Simple Integrations

Digital Data Collection

Our integrated digital data collection platform provides flexible form configuration that can collect and organize client data entered directly by clients or by your team.

Form-Filling

Our integrated form-filling application will sync with your CRM data and allow you to pre-populate a broad inventory of forms, including custodian forms, our forms, and even your own customized form templates.

CRM

The digital data collection platform and our reporting platform sync with our integrated CRM platform allowing seamless operational visibility, task management, calendars, and contact management.

Electronic Signature

The forms generated using the form-filling application can be delivered to clients through the integrated electronic signature platform which allows for efficient and secure signature collection and processing.

Marketing technology brochure showcasing the "Advisor Squared" platform, featuring laptop with charts, yellow icon illustrating "One Platform" benefits like asset management, advanced planning, technology, marketing, and compliance. Contact details for advisory services included.

Learn More About Our Technology

If you are interested in learning more, please complete the form below to request a copy of our extended brochure or call us at 866-530-1400.