Many financial institutions offer services, especially aggregators, to help financial advisors set up an advisory firm, or offer them software on a platform to help work with clients and members. A new Software-as-a-Service-based membership organization for independent advisors launched last week takes that model further.
Chalice Financial Network, which will focus on RIAs with $50 million to $250 million in assets under management, will offer services on an unbundled basis for a $250 monthly fee (minimum one-year membership). No RIA or broker-dealer affiliation is required.
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