We want to partner with you to help you grow your firm. We will provide the expertise and experience to enable firms that partner with us to build and manage a comprehensive wealth management service. We believe that this approach provides our partners with a competitive edge in their respective communities.
You’ll keep track of your clients, onboard them, and initiate transactions through our Advisor Centre. DocuSign, combined with multi-custodial integration automates administrative tasks and allows for a paperless client experience.
Your clients will have access to an online investor portal, powered by d1g1t. Clients can log in at any time to track account performance, activity, and to retrieve account documents.
As an advisor, you’ll have an online portal where you can track client performance, your book size, and gain insights into your business.
With Harness Investment Management performing Portfolio Management responsibilities, you’ll free up more time to focus on other areas of your practice - managing your client relationships, building financial plans, or prospecting to grow your practice.
Through the use of low-cost ETFs and institutional level pricing, your clients will pay a lower total fee when compared to traditional offerings that use mutual funds.