the almanack adviser platform


Transitions

Almanack has supported transitions for an eclectic group of advisers. We make sure that transitions never represent a roadblock on your path to independence.

 
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Project Mapping and Transition Checklist

We define the transition through time, grouping responsibilities into Data Collection, Preparation, Roadshow, and Adviser Training

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Client Applications

Our custodial partners streamline the application process. We’ll help you gather data, they’ll do the rest.

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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.

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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.

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By the Numbers…

7

Independent adviser transitions

2

Acquisitions

$7.2 Million

Transition financing secured

 

$733 Million

transitioned assets

637

transitioned households

1403

transitioned accounts


Asset Management

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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.