IndeSuite is designed to integrate advisers’ commission- and fee-based business. This wealth management platform provides hybrid and independent registered investment advisers (RIAs) access to a broad array of business tools through a single interface.
The platform is designed to bring technology, scale and services to advisers. Additional benefits of the platform include:
- Tools to process new business, service accounts, manage client data and track compensation across multiple platforms and custodians;
- The unique ability to produce consolidated statements that capture both advisory and brokerage accounts; and
- The support of a centralized service team.