Solution introduction
We provide free services, information, and tools to individual investors who rely on advisors to help them achieve their financial goals
- We find the best financial advisors for you
- We vet financial advisor backgrounds for you
- We document advisor credentials, ethics, and business practices
- We use a computer program to match you to the right advisors
- We provide general information about advisors
- We provide tools that help you make better decisions
We provide a free match service
Our proprietary computer program matches you to the right advisors – based on mutual requirements. We provide match results the same day or no later than the next business day.
We provide a free directory service
We manage a Directory you can use to select the advisors you want to interview. The advisors’ listings give you access to profiles that document their credentials, ethics, business practices and services.
