The number of wealth management professionals and advisers seeking the freedom and autonomy of running their own wealth management practices, or joining boutique firms, is on the rise. Ensuring the right partnerships are in place to take that first step is critical.

Powerwrap has a unique heritage in helping groups branch out on their own. Powerwrap can provide a complete turnkey shared service solution for advisers and wealth management professionals.

Our Shared Service offering can include premises, licensing, software, research, compliance and finance. Advisers/brokers are free to focus on the key elements of running their practice, while leaving the rest to us. Powerwrap’s Shared Service offering is flexible and can suit any budget and business model.