the almanack adviser platform
Almanack has supported transitions for an eclectic group of advisers. We make sure that transitions never represent a roadblock on your path to independence.
Project Mapping and Transition Checklist
We define the transition through time, grouping responsibilities into Data Collection, Preparation, Roadshow, and Adviser Training
Our custodial partners streamline the application process. We’ll help you gather data, they’ll do the rest.
Legal & PRactice Finance Review
Compliance will analyze current contracts and identify risks or barriers. We’ll also work with lenders to secure business financing on your behalf.
Client & COI Meetings
We’ll help you frame your story and meet your clients & centers of influence, leveraging the value propositions that make an Almanack partnership ideal for end-clients.
By the Numbers…
Independent adviser transitions
Transition financing secured
powerful portfolio insights
Our team has experience delivering advanced risk and performance analysis for multi-billion dollar institutions and portfolios. Now, Almanack offers these same portfolio analytics and tools to our adviser platform clients. Using these insights, we empower advisers to acquire new clients while enhancing their value to existing ones.
Unique investment solutionS
When it comes to portfolio construction, most advisers struggle to stand out. We are proud to offer a suite of solutions that historically have been available to only a small group of large institutional investors. We help our advisers create portfolios engineered to preserve capital, perform at all stages of the business cycle, and source multiple drivers of growth (beyond just U.S. or global equities).
market commentary & investor Education
We know that having access to unique portfolio analysis and solutions is only half the battle. Your clients need the confidence that comes from understanding. We offer advisers on-going investment research, market commentary, strategy updates, and portfolio educational materials to keep your clients engaged and informed.
Practice Management And Marketing
Almanack shares the responsibility of managing an adviser across all aspects of their business. Our teams leverage their combined expertise to co-design and execute on your annual business plan, while carefully selecting appropriate resources to help you achieve optimal results and growth. Almanack fully prepares an advisor to strategically manage its brand for communication with clients, partners, prospects
Turn-Key Operational & Technological Platforms
unparalleled back office support
We streamline your back office needs, so you can spend more time growing and serving your clients. Our adviser support system includes access to trading and portfolio execution services, compliance, marketing collateral, client communication support, and access to industry leading multi-custodian, multi-account performance reporting.