cloud solutions for broker dealers

Atlanta Consulting Group, a registered investment advisor (RIA) to institutional clients and family offices, throughout the United States, broke away from its parent company Raymond James in January 2018 to become an independent firm. While excited to embark on this new adventure, the group knew that the move was going to be a big undertaking. […]

Summit Trail Advisors was founded by a group of investment professionals with decades of experience in the wealth management and advisory services business. In creating a wealth management start-up, their vision was to deliver to clients the investment prowess and resources of a private bank, while providing the independence and personal attention of a boutique. […]

Like many of our firms, part of our annual cycle at OS33 involves assessing the successes of the past year and planning for the next with an emphasis on a few key areas. In 2018, we will be laser-focused on helping our wealth management clients — Registered Investment Advisers, Broker-dealers, and others — meet their information […]