CONCERT’S Advisor Services Platform is Chosen as Back Office and Technology Services Provider for International Assets Advisory

Share Article

CONCERT’s unique integrated technology and back office platform offering seamless integration of operations, enterprise technology and compliance oversight has been chosen by International Assets Advisory, a rapidly expanding Florida-based broker/dealer as back office services provider. IAA's plans to grow their business by working with hybrid RIA firms and potentially acquiring other broker/dealers will rely heavily on the scale an automation potential of the CONCERT back office platform.

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.

Share article on social media or email:

View article via:

Pdf Print

Contact Author

Felipe Luna
CONCERT Global Group
+1 408-856-6310 Ext: 1155
Email >

Keith Krueger
Follow >
CONCERT Global Group Ltd.

Visit website