Wealth Management Platform

Advisory Services

Exemplar Financial Network can help you transition to a fee-based practice or grow your existing assets with sophisticated fee-based advisory service programs.  We give you options to manage your advisory business and have everything you’ll need on one platform. These programs enable you to maintain your important client relationships and give you access to flexible asset management solutions that allows for sophisticated model management, streamlined rebalancing features, blast trading, drift dashboards, competitive pricing, consolidated reporting, and customizable alerts to give you ongoing monitoring of your clients accounts.