Preferential custodian rates from any custodian of your choice, are passed directly to the clients without any mark-ups
Enhance your advisor efficiency
Various AUM split options available including reduced allocation for funds
Protect your clients assets
Feel more secure with US SIPC insurance of up to USD$500K per account
Differentiate your product offering
Bespoke and engaging customer journeys customised to your needs
Digital engagement is becoming a vital aspect of an advisor’s offering. Crossbridge Capital works closely with you to build portfolios and journeys that suit the needs of your clients. Access multiple investment strategies from a selection models.
Let us show you how to leverage technology to grow your business.
Book your free, no-commitment, demonstration today.
A. A robo-advisor is a digital platform that can pre-select portfolios which emphasise low transaction costs for clients and efficient trading.
Q. Who manages the client?
A. Financial advisors will manage their clients in the normal fashion. They can even select their own funds.
Q. What are the benefits of CONNECT for FA firms?
A. The new emphasis in wealth management is efficiency and it is important to offer clients a fairly-priced, flexible investment alternative. We offer a white label solution for the platform which will help to boost the brand awareness of your FA firm.
Q. Is there a lock in period for clients?
A. There is no lock in period which benefits clients in terms of flexibility and access to capital.
Q. How are advisors paid?
A. Advisory firms receive portion of the AUM-based fees charged to clients and likewise are remunerated for fund choices should they wish.