Technology is increasingly becoming the differentiator between healthy, growing and compliant firms and everyone else. CONCERT's technological expertise really makes their platform stand out in the crowd. --Keith Gregg, Chief Strategy Officer, IAA
San Jose, California (PRWEB) July 22, 2016
Driven by the adoption of its unique proprietary software platform, Omniscient CRM, and regulatory changes, CONCERT was able to attract 14 independent advisors to its CONCERT Wealth Management turnkey RIA platform.
"Studies have shown that advisors spend a significant amount of their time completing back office functions, which undermines their productivity and potential" said Jeff Pietsch, JD, CFA, President of Concert Wealth Management, Inc. "CONCERT is pleased to welcome these new advisors to our network, and looks forward to assisting them to grow and retain client assets through the significant time-savings our automated back office services and affordable portfolio solutions provide."
New technology and back office administration support solutions attracted International Assets Advisory, an Orlando based Broker/Dealer, to hire CONCERT's Omniscient CRM division to power their back office bringing over 110 advisors, 12,700 customer accounts and $ 1.2 billion in assets to be administered by CONCERT's back office services.
"IAA is far ahead of their peer group in embracing the idea of comprehensive AND integrated technology solutions to drive their growing business, " says Felipe Luna, CEO of CONCERT Global Group. "They have concluded that the increasingly rigorous compliance environment facing broker/dealers overseeing advisors, clients, accounts and investment assets held across a multitude of custodians and service providers requires a more sophisticated technology solution like Omniscient CRM. We are pleased to offer a cutting edge solution to our partners."
About CONCERT Global Group, CONCERT Wealth Management, CONCERT Capital Management and Omniscient CRM:
We are an advisor technology and back office services company providing a comprehensive suite of services to Independent Advisor Representatives (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 IARs to focus on clients instead of the back office. CONCERT Wealth Management, Inc., a Registered Investment Advisor, provides additional efficiencies to our IARs throughout the country by leveraging strong industry relationships, back office and compliance services. CONCERT Capital, a division of CONCERT Wealth Management, also provides investing solutions to help advisors better serve their existing clients while cultivating practice growth. Omniscient CRM delivers best in class, service enabled software to the financial services industry.