As a registered investment adviser, Avantra Family Wealth does not hold client assets. We have chosen Schwab Advisor Services, an affiliate of Charles Schwab & Co, Inc., because of its size and experience, financial strength and the range of its outstanding services. With more than $2 trillion in client assets, Schwab is the market leader of custodial, operational and trading support to professional wealth management firms like ours. Through its subsidiary Charles Schwab Bank, an FDIC insured institution, Schwab offers direct deposit, online bill pay, check writing, debit cards, Apple Pay™ link and more. Avantra clients will receive customized operational alerts, instant online access to detailed account information and online cash management.
Black Diamond® delivers an award-winning, cloud-based portfolio management platform that allows us to assure our clients secure anytime, anywhere online access to their total wealth picture. So that we can focus on what we do best — fulfilling client objectives with outstanding service and total transparency — we use Black Diamond’s innovative aggregation, customizable reporting and rebalancing services combined with fully outsourced daily reconciliation and data management technology. Ours is one of the 650 advisory firms that have selected Black Diamond to help manage more than $300 billion in assets. Black Diamond is an independent business group of Advent Software, a leading technology provider to investment managers around the world.
Atrato Advisors is a boutique consulting firm that provides highly individualized research and advisory solutions to the hedge fund investor community. The partners have a combined 25+ years of hedge fund investment experience including leadership roles in research and risk management specifically in the hedge fund selection arena. The supporting team has a strong investment and operational background from family offices, fund of funds, and financial analytics firms. Atrato successfully marries highly investigative, qualitative due diligence with deep quantitative analysis and risk management to create optimal portfolio solutions.
iCapital connects individual investors and their advisors to leading alternative investment managers through a proprietary technology platform thereby improving the quality and consistency of the experience for both parties. iCapital works with 40 private equity and hedge funds, who manage and/or administer ~$2.1 billion in assets.
Callan Associates provides timely and relevant institutional investment research through Dynasty Financial Partners that allows registered independent advisers to stay on top of important trends in the industry. Headquartered in San Francisco, the firm also provides education, decision support, and advice to a broad array of institutional investors responsible for approximately $2 trillion in total assets. Callan employs more than 150 people and maintains regional offices in Denver, Chicago, Atlanta, and Summit, New Jersey.
eMoney Advisor, LLC (“eMoney”), based in Radnor, Pennsylvania, is the leading scalable wealth management technology developed for financial professionals, firms, and enterprises of all sizes. Rooted in collaborative financial planning, eMoney’s technology enables financial professionals to build stronger client relationships, streamline business operations, and drive revenue and growth. Developed and perfected by nearly 500 passionate, innovative, and dedicated employees in three locations, eMoney’s solutions transform the wealth management experience. For more information, please visit: www.emoneyadvisor.com.
MoneyGuidePro® helps you and your advisor build a customized financial plan based on your retirement goals. Using the software, you’ll identify specific personal goals and address common concerns such as health care, outliving your money, and Social Security benefits. The retirement you want is more than just a number, and MoneyGuidePro can help you reach it.
Dynasty Financial Partners develops, sources and integrates management and technology capabilities for leading independent investment advisor firms. Dynasty’s integrated platform provides Avantra with customizable, open-architecture wealth management solutions. Dynasty’s core principle is “objectivity without compromise.” Dynasty is staffed with senior executives from the wealth management industry, and its board members include Harvey Golub, former chairman of American Express, and Bill Donaldson, former chairman of the SEC. Dynasty Financial Partners has corporate offices in New York City; Chicago; Coral Gables, FL; and San Francisco.