As an independent advisor, you should never feel alone. We hope that you will call upon our resources from time to time.
Technologically speaking, AFP offers an array of "best of breed" practice management solutions to satisfy the most sophisticated advisor. But we believe your most important resources are human. It may be administrative troubleshooting, the exchange of ideas with a trusted associate, or accessing specific professional expertise in an area outside of your own. The AFP team stands ready to help. Should you want to connect with your peers, meetings, conferences and social events help create a comfortable, relaxed culture where we can support each other, exchange ideas and share in each other's success.
We are all here for you.
THE PRAXIS DASHBOARD
Streamline your practice with "single sign on" access to market data, email, forms, compliance and internal communications.
Optional Practice management applications include Albridge Wealth Reporting, DST Vision Pro, Redtail CRM, Morningstar Advisor Workstation, Forefield Advisor and more.
More than just a back office & commissions system, Repertoire is a window into the AFP back office. You see exactly what we see. This allows you to track new business, check outstanding requirements and avoid processing delays. Reporting features help sort and export commissions, expenses, and licensing information while work flow tools help streamline administrative tasks.
products and platforms
AFP clears through Pershing LLC, a subsidiary of The Bank of New York Mellon Corporation. Pershing is the market leader in clearing services for independent broker-dealers and offers some of the most advanced electronic brokerage platforms available today.
AFP offers a wide range of fee services, platforms, and managers. In advisor managed accounts, we accommodate multiple custodians including Pershing, TD Ameritrade and Charles Schwab, while providing billing services, client statements, trading tools and supervision.
THE HYBRID ADVISOR
AFP is committed to partnering with independent firms to implement a cost effective, sustainable approach to supervision of outside advisory business. We support your practice and satisfy our supervisory charge without excessive administration or expense.
Real assets can be an integral component in the portfolios of sophisticated investors and AFP's alternative investment team offers a perspective and depth of experience that is unique within our industry. Advisors are able to offer their clients unique investment opportunities that may not be available elsewhere.
For over a decade we have partnered with MVP Financial for insurance services. While we have a great deal of confidence in them, we do not mandate that advisors use MVP exclusively. Insurance is treated as an "outside business activity" and we allow you to work with the products and providers you prefer.
meetings & events
Business succession planning is much more than executing your exit strategy. It can also fuel growth opportunities and turn your practice into an enduring, transferable asset.
With AFP Horizons, we have developed the resources and relationships necessary to help you integrate succession planning into your practice and provide solutions that are appropriate for you and your business regardless of where you are in your career.