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.

Advanced Planning Group

Your clients have diverse and complex needs.  The Advanced Planning Group provides experienced guidance for specialized issues like wealth transfer and estate planning, stock options, retirement and distribution planning, life insurance planning, and business succession planning. Utilize the experienced technical and legal resources offered by Advanced Planning Group to enhance sales opportunities and build stronger relationships with your clients.