Your Platform Looks Unified. Your Broker Dealer Reps Know Better.
IBDs have spent the last decade doing everything right by the growth playbook: building out Rep-as-PM programs, opening the platform to more rep-built models, adding SMA sleeves from managers like PIMCO, layering in overlay oversight to keep it all suitable.
Your Platform Looks Unified. Underneath, It’s Fragmented by Design
Modern portfolio construction is already here. Most IBDs aren’t built to see it. The independent broker-dealer model has never been more capable on paper. Reps have more investment flexibility than ever — Rep-as-PM programs, UMA wrappers, access to third-party managers and home office models in the same account. The product shelf is deep. The customization […]
