A Flexible Turnkey Asset Management Platform for Today's Independent Advisor
Today's financial advisors need flexibility and choice for their clients AND the future direction of their practice. Most Turnkey Asset Management Platforms (TAMPs) have limitations around an advisor's ability to blend their own asset management skills with the talents of institutional managers.
This 30 minute webinar will reveal the unique features of USA Financial Exchange; a TAMP platform built for advisors who want more flexibility and choice inside their practice.
Chief Marketing Officer
USA Financial
Senior Advisory Business Consultant
USA Financial
- Mark Mersman