For Advisors

Financial Transparency works with independent advisors who are also committed to truly looking out for their clients. The founder, Emily Keagle's career as a consultant to both new and seasoned financial advisors put her in a unique position to really get to know dozens of advisor's practices around the country. To be able to observe the efforts, initiatives, and different business plans, she was able to learn what worked and what did not.

One important lesson was this: flexibility for advisor's different preferences is critical. This is why Financial Transparency was designed to be flexible and efficient, taking into consideration the desires that advisors have shared with her over the years.

Advisors will appreciate that we have set up Financial Transparency to:

• •Support multiple styles of investing — passive, active, model portfolios, and customized solutions; to allow advisors to set the client advisory fees as they see fit, whether an adviser is tackling the robo adviser target market, or is in the premium services niche.
• •Work with custodians who support many different software platforms, such as MoneyGuide Pro, Advyzon, Riskalyze, and more.
• •Easy online account establishment with DocuSign and electronic entry to the advisory service programs.
• •Advisor's place trades directly on the custodian's system; allow block trading, model trading, and automatic re-balancing of portfolios.
• •Have advisor access to creating customized account performance reporting.
• •Access either a no/low ticket charge custodian, or a no ticket charge but low custody fee custodian.
• •Give clients access to a large universe of investment options, with ongoing client investment reporting.