CWP is being offered to you as a third-party money manager and back office. We take the day-to-day operations out of your schedule so you can focus on what matters most – servicing your clients!

  • CWP agreements with e-signature
  • Account opening paperwork with e-signature
  • Transfer paperwork
  • Asset transfer follow-up
  • Automatic contributions and withdrawals
  • Beneficiary setup
  • Signing parties for full conversion
  • Individual appointments
  • Coaching financial advisors and assistants
  • Best practice for fee-based work
  • Assist in developing new processes and procedures
  • Marketing to clients
  • Risk based modeling
  • Account level trading
  • Rebalancing
  • Risk-on, Risk off trading
  • Drift report
  • Orion: reporting system
  • Redtail: CRM
  • Account monitoring
  • Monthly statements
  • Performance reporting
  • Online client account access
  • Year-end tax reporting
  • Retirement cash flow analysis / Longevity analysis / Monte Carlo analysis
  • Risk assessment with Risk Intelligence
  • Tax location optimization
  • Roth conversion analysis
  • Protection (Insurance, Credit freeze, multi-factor authentication, etc.)
  • Debt management
  • Cash management / Savings / Investing
  • Account setup and transfers
  • Estate planning review and referral
  • Actionable steps, implementation schedule, and monitoring