Dynamic Wealth Advisors will provide all “back office services” for Bay Colony Partners, a privately held independent retirement planning firm, according to a press release. The integrated wealth management platform includes:
- A comprehensive financial planning program
- Data aggregation for most security holdings
- A client “vault” for important documents and performance reporting
- A secured portal for clients to view their complete financial picture and safely store important private documents
“By working with Dynamic Wealth Advisors and utilizing their highly recognized technical support services, we can focus on our core consultative work with clients,” said Paul Escobar, Senior Vice President of Bay Colony Partners’ Wealth Management Division.