What makes us different from other wealth management firms starts with the relationship we have with our advisors. At most firms the advisor is locked up with complicated legal language, non-competes or non-solicits, essentially saying that the clients belong to the firm. At WealthSource Partners we understand the value of the advisor/client relationship and simplified our agreements to give full ownership of your clients to you, the advisor. This ownership of the client relationships provides the advisor with the enterprise value of an independent firm without the complications of running one. Advisors that are with WealthSource are here because they want to be, not because of a contract. By simplifying our relationship, we strengthen it.
We are also different from other advisory firms due to our simplistic technology platform. Many firms brag about how big and cutting-edge their technology platform is, but most of the time that simply means it’s complicated and cumbersome to use. Our technology platform is designed to simplify the advisor/client experience by putting the tools you need into as few systems as possible, that integrate seamlessly. Our browser based platform is designed for easy access anywhere in the world, while also providing the security to protect sensitive data. The offerings to advisors are ever changing, with new and exciting technology constantly being developed, but that can be a distraction for most advisors. Focusing on accessibility, integration, security and user experience allows WealthSource to take on the burden of vetting new technology, allowing advisors to focus on their clients.