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Bundled Services

Bundled Services

Utilize our bundled services to power your practice. From core services and add-ons to complete access, choose the level of platform support you need to power your practice and gain a competitive edge.


The foundation of the offering.

  • Transition Support
  • Dedicated Relationship Manager
  • Proposal Generation
  • Financial Plan Creation
  • Advisory Solutions
    • Trust Solutions
    • ibanking & Business
    • Valuation Services
    • Insurance Solutions
    • Tax Planning & Preparation
    • Investments
    • 401(k) – Corporate Retirement Plans
  • Practice Management
  • Regulatory Compliance
  • Back-Office Operations
  • Technology
  • Marketing Support

Select +

You receive everything under Select as well as the services below.

  • Dedicated Household-Level Portfolio Management Service
  • Customized Portfolio Solutions
  • In-House Investment Team – Acts as an Extension to Wealth Team
  • Investments – Full Platform Capabilities
  • Client Service Support