Start with core reports and make them your own with dozens of customization options. You can create reports that display the information that matters most to your clients, then keep them internal or make them available to the client online. Integrate newsletters and video market commentary. Drop off reports in Vault, or use one of our integrated Vault providers. We’ll even handle the e-delivery and print fulfillment to your clients.
The Arbor Point Advantage
Bringing You the Best of ALL Worlds!
Arbor Point Advisors brings independent advisors the best in technology, practice management and growth programs from industry thought-leaders Securities America, Orion Advisor Services and custodians with highly recognized consumer brands.
Arbor Point Advisors' unrivaled technology platform, provided by Orion Advisor Services, offers electronic new account processing, advisory fee billing, performance reporting, model rebalancing and trading, advisor-branded web access and mobile apps, business metric reporting and systems training and support.Our compliance and supervision program provides a holistic, risk-based approach to compliance through access to seasoned industry professionals and leading technology. Our team of experts will ensure your office stays current with the most recent regulations enacted at the state and federal levels.
Dedicated to Helping You Secure Your Practice with Compliance & Supervision
The Arbor Point Advisors compliance program provides a holistic, risk-based approach to compliance through access to seasoned industry professionals and leading technology. Our team of experts will ensure your office stays current with the most recent regulations enacted at the state and federal levels. Your experience will begin with turnkey SEC and state registration that allows you to focus your time and effort on growing your business. With Arbor Point Advisors, you’ll have access to easy to read regulatory documents, a library of principal-approved advertising and marketing material, social media training and support, industry-leading disclosure documents, and on-site regulatory examination support.
Your office will also have access to a highly trained regional sales supervision principal who specializes in supporting your practice. As a compliance professional, your regional sales supervision principal will take the time to understand the goals and investment strategy of your practice. In response, you will have a supervisor who is interested in the growth and success as well as the protection of your practice. Whether supporting your office through automation of compliance processes or access to our industry expertise, Arbor Point Advisors is dedicated to helping you secure your practice.
State-of-the-Art Transition Processes Personalized to Your Needs
Arbor Point Advisors understands the transition process sets the tone for what you and your clients can expect from us. We’re committed to taking the steps necessary to ensure your transition is as seamless and easy as possible, starting with our state-of-the-art paperless onboarding system. Our Transition Team has years of industry experience backed by a strong knowledge of all the inner workings of Arbor Point Advisors. Your personal transition consultant will work with you, coaching you on the best practices of transition. Each practice is unique in some way, so with every new financial professional, every effort is taken to ensure the best experience possible.
Once you have evaluated all of your options and made the decision to affiliate with Arbor Point Advisors, you will receive a welcome kit that will include a number of tools to aid in managing the process, including a comprehensive Transition Guide. We understand the challenges and needs resulting from a transition, and we’ll be there to support you each step along the way.