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Wealth Management

Specialized investment advisory services that were once exclusive to high-net-worth clients are now being offered to the mass affluent segment. In addition, advisors/reps are also providing portfolio analytics, asset allocation, and life planning (college/retirement/estate) as part of their overall wealth management services.

 

COR Clearing has the technology and investment solutions to support a variety of fee-based businesses including fee-based brokerage accounts, model portfolios, mutual fund wrap accounts, separately managed accounts, alternative investments, unified managed accounts and overlay portfolio management.

Through our relationships with Beta Systems, we offer many options to suit the growing demands of today’s investors.

  • Correspondent-branded web sites

  • Online investment proposal generator

  • Web-based reporting tools

  • Extensive investment analytics and manager research