How It Works - Resource Partners
Why You Should Consider Becoming a Resource Partner
Whether your product or service appeals to either the Investment or the Tax & Accounting advisor, our Resource Partners' comprehensive profile contains all of the relevant information an advisor would need to make an informed buying decision. Many of our Resource Partners are smaller firms that may be new to the industry but offer innovative products and services that will benefit the financial advisors’ practices.
Financial Advisors will be able to easily view your comprehensive profile and contact you directly with any questions they have regarding your product or service. This is a great way for you to increase your company’s exposure to our expanding registry of financial advisors and keep them updated on all the new developments in the wealth technology industry.
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Resource Partner Categories
There are two Resource Partner categories:
1. Investment Advisor Resource Partner categories
There are nine Investment Advisor Resource Partner categories:
Financial Planning, Reverse Mortgage, Insurance Services, and Alternative Investments
Trust, Compliance, Fiduciary, Custodial and Advisor Legal Services
Portfolio Risk Tolerance, Management Reporting and Rebalancing Solutions
2. Tax and Accounting Advisor Resource Partner categories
There are nine Tax and Accounting Advisor Resource Partner categories:
Our Resource Partners' profile pages contain all of the information you will need to make the most informed purchasing decision. Once more, many of our Resource Partners are smaller firms that may be new to you but offer those integral products and services that will complete your wealthtech portfolio.
Financial Advisors can easily review the Resource Partner’s comprehensive profile and contact them directly with any questions they have regarding their product or service. This is a great way for the Resource Partner to increase their exposure to our expanding registry of financial advisors and keep them updated on all the new developments in the wealth technology industry.
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