Imagine a modern wealth management solution.
One that provides financial advisors with next generation tools, solutions and capabilities that empower them to prosper in a digitally connected and constantly evolving financial environment. Welcome to Atria Wealth Solutions.
Atria Wealth Solutions pairs extensive wealth management experience and powerful resources to redefine wealth management solutions.
Atria will provide its subsidiaries and their advisors access to
A Responsive and Agile Operating Model
Provides a flexible approach that enables quick decision making and rapid deployment of solutions optimized for the next generation of challenges facing advisors.
Technology that helps strengthen the relationship between financial advisors and their clients through an integrated technology suite. This innovative platform drives widespread efficiencies, provides flexibility and offers a competitive advantage.
Direct Access to Senior Management
Direct access to senior management to help resolve important concerns and issues.
Premium Service and Support
Providing a frictionless environment makes it easier and faster for financial advisors and their clients to get the service and support they need. A support model designed to streamline and minimize administrative burdens that will allow advisors to focus on what’s important – their clients.
Seasoned Practice Management Resources
Proven strategies that help financial advisors develop and grow their practices through professional development, succession planning, peer‐to‐peer sharing and conference/event opportunities.
Products and Solutions
A deep and comprehensive suite of products and solutions for financial advisors, allowing them to customize strategies to meet their clients' needs, including access to top money managers, sophisticated asset allocations and investment and planning resources.