Access the whole Fintech integrations ecosystem in one place. Grow your business through partnerships.
If you’re a financial advisor with a single-minded focus on doing right by clients, Commonwealth is the Registered Investment Adviser–independent broker/dealer whose vision is in sync with yours. Whether you operate as a Registered Representative, Registered Investment Advisor, Investment Advisor Representative, or Hybrid advisor, you can take full advantage of a community that exists solely to help you serve your clients and support your business at every stage of its evolution. Let us tell you about a technology platform that integrates every aspect of your clients’ financial lives into a single holistic view. An infrastructure that offers the advisory services, research, and other resources you need to deliver what’s best for clients. And direct access to the support you need at every level, including from our managing partners.
There’s so much more to the Commonwealth story. We’d welcome the opportunity to share it with you—and to hear the story of your practice to learn whether we might be the partner who can help keep you moving client-forward™.
Each integration enriches the platform with data or features that provide comprehensive service and enhance the customer experience.