San Jose, California (PRWEB) March 02, 2016
CONCERT Global Group’s Advisor Services platform will become the operational backbone for International Assets Advisory’s Broker/Dealer and RIA businesses overseeing more than $1 billion in assets.
“IAA has a clear and ambitious strategy for growing their businesses organically and through acquisition. They recognized the potential of CONCERT’s back office platform to automate, streamline and scale their business in ways that no other service provider could. We are excited to partner with IAA to help them achieve all their business objectives,” says Felipe Luna, CEO of CONCERT Global Group.
IAA will implement CONCERT’s back office and technology platform across all their businesses, allowing them to seamlessly integrate their broker/dealer with CONCERT’s Wealth Management RIA. This organizational partnership will allow IAA to grow their business by attracting individual independent advisors seeking an integrated, scalable friendly broker/dealer platform. IAA will also be able to leverage the technology and scale of CONCERT’s platform to power potential acquisitions in the future.
“This platform will help us manage our current Advisor group of over 120 Advisors even better. We are excited to work with a partner who not only understands but can help drive our firm’s growth strategies. The unique integration of technology and back office services provides a cost saving efficiency to our business we have not been able to find anywhere else,” said Ed CoFrancesco, CEO International Assets Advisory.
CONCERT Global is an Advisor Technology and back office services company providing a comprehensive suite of services to independent Advisors (IARs), Registered Investment Advisors (RIAs) and Broker/Dealers (B/Ds). Our fully integrated platform of technology solutions, technology services and administrative support offers increased efficiency and scale, allowing our Advisors to focus on clients instead of the back office. CONCERT Wealth Management, Inc., its registered investment advisor affiliate, provides additional efficiencies to advisors throughout the country by leveraging strong industry relationships, back office and compliance services. The firm's Capital Management division also provides investing solutions to help advisors better serve their existing clients while cultivating practice growth.