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Access the whole Fintech integrations ecosystem in one place. Grow your business through partnerships.
In total, Royal Alliance is partnered with over 2,000 financial advisors across the country who lay claim to $12.6 billion in discretionary and non-discretionary assets under management (AUM). These advisors typically work with some combination of high-net-worth individuals, non-high-net-worth individuals, trusts, estates, charitable organizations, businesses and retirement plans.
Royal Alliance and the advisors in its network are fee-based. This means that their compensation comes not only from client-paid fees, but also insurance and securities commissions. Fee-only firms, on the other hand, are compensated solely through client fees.
Each integration enriches the platform with data or features that provide comprehensive service and enhance the customer experience.