SAS - Custody & Technology

Custody & Technology

Perhaps two of the most important aspects of advisory infrastructure revolves around custodial options and technology. As such, we have curated best-in-class offerings for both.

Custodians

Whether you affiliate with us under our corporate RIA, or, if you choose to work under your own DBA, you will have access to either (or both) of our preferred custodians -- Raymond James and Charles Schwab. Additionally, if there is another custodian you prefer, we can work with them as well. The choice is yours.

Raymond James

In addition to their long standing commitment to the independent advisor, Raymond James also has the distinction to be the first full service IBD to completely waive all commissions and ticket charges for stock and ETF trades. This means you are not limited some limited "preferred" list when choosing zero cost options for your clients.

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Charles Schwab

Charles Schwab is the largest custodian for independent RIAs. Their resources and commission free trading platform is second to none. Additionally, for qualifying advisors, Schwab offers access to their client referral network which gives advisors a strong pipeline for new clients.

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Technology

In today's fast evolving advisory marketplace, technology is one of the greatest tools we can use to differentiate ourselves. Not only does it make our lives easier and work more efficient, but also it delivers outputs that clients understand and appreciate.