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!

We are conversion specialists, helping Advisors convert their practice from commission to fee. Below are the different ways that we can help you!

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• Client Onboarding
• Business Management
• Portfolio Management
• Database Management
• Reporting
• Financial Planning

• Client Onboarding

  - 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

• Business Management

  - Coaching financial advisors and assistants
  - Best practice for fee-based work
  - Assist in developing new processes and procedures
  - Marketing to clients

• Portfolio Management

  - Risk based modeling
  - Account level trading
  - Quarterly rebalancing
  - Risk-on, Risk off trading
  - Drift report

• Database Management

  - Orion: reporting system
  - Redtail: CRM
  - Account monitoring

• Reporting

  - Monthly statements
  - Performance reporting
  - Online client account access
  - Year-end tax reporting

• Financial Planning

  - Reviewing and prioritizing your goals and objectives.
  - Developing a summary of your current financial situation, including a net worth statement, cash flow summary, and insurance analysis.
  - Reviewing your current investment portfolio and developing an asset management strategy.
  - Completing a retirement planning assessment, including financial projections of assets required at estimated retirement date.
  - Identifying tax planning strategies to optimize financial position.
  - Presenting a written financial plan that will be reviewed in detail with you.
  - It will contain recommendations designed to meet your stated goals and objectives, supported by relevant financial summaries.
  - Developing an action plan to implement the agreed upon recommendations.
  - Referral to other professionals, as required, to assist with the implementation of the action plan.
  - Assisting you with the implementation of the financial plan.
  - Determining the necessity to revise your financial plan.