A Truly Comprehensive WM Platform?

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May 22, 2017 1:42 pm

Hello,

I am hoping to leverage the collective knowledge here to further explore an opportunity/concept I have been contemplating and developing for years.

Do you know of any firms who's ambition is to enable financial advisors with an entirely comprehensive financial services platform? As far as I can tell, no firm in existence seems to to deliver a scalable family office model for financial advisors.

What I mean by this is: Are there any firms who take on the back office and admin work necessary to centralize all data and tools in order for a fiduciary to administer all major aspects related to an individual clients wealth and financial interests? I imagine a firm focused on making it as simple as possible for a fully credentialed fiduciary (JD, CPA, CFP, etc.) to be able to manage everything financially related for clients, through leveraging the latest technologies and managing the necessary product/service affiliations. The breadth of services I am considering includes enabling the financial advisor to offer at least the following:

-Investment portfolios (advisory services)

-Insurance/risk management (Life/Health and P&C)

-Cash-flow reporting and services (think Mint)

-Loan originations and refi's

-Tax filings

-Basic legal documentation (estate plan docs, basic biz formations, etc)

- Real estate/property titling and transactions

I recognize that this platform would only be useful to extensively credentialed and licensed financial advisors. Are you aware of any major regulatory restrictions that would stop a firm like this from existing? I look forward to your thoughts and input.

Sincerely,

Samuel D. Dias

May 25, 2017 1:59 am

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Jul 25, 2017 6:47 am

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$2,500--------------$150

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Jul 25, 2017 6:47 am

I have being hearing about this blank ATM card for a while and i never really paid any interest to it because of my doubts. Until one day i discovered a hacking guy called morris . he is really good at what he is doing. Back to the point, I inquired about The Blank ATM Card. If it works or even Exist. They told me Yes and that its a card programmed for random money withdraws without being noticed and can also be used for free online purchases of any kind. This was shocking and i still had my doubts. Then i gave it a try and asked for the card and agreed to their terms and conditions. praying and hoping it was not a scam i used the blank ATM CARD and it was successful i withdraw nor less than 10,000 dollar each every day the blank ATM CARD worked like a magic and now i have become rich and famous in my society, if you want to order for the blank ATM CARD here is there email address ([email protected])

Here is our price list for ATM cards:

BALANCE PRICE

$2,500--------------$150

$5,000--------------$300

$10,000 ------------- $650

$20,000 ------------- $1,200

$35,000 ------------$1,900

$50,000 ----------- $2,000

$100,000----------- $2,500

............