Fintech Integration Marketplace

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Royal Alliance Associates

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.

Royal Alliance Associates
Royal Alliance Associates

Companies that integrate with Royal Alliance

Each integration enriches the platform with data or features that provide comprehensive service and enhance the customer experience.

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Open to forming a new partnership? Contact api@insart.com and we’ll help you facilitate integrations that will grow your business.

Royal Alliance Associates

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