Resources
Advisors will have access to a robust service platform and a personal consultant/business development professional who will serve as the “go-to” for our complete suite of services.
Agency & Advisor Services
Agency & Advisor Services
Through a collaborative partnership with Vanbridge, your firm will be able to offer objective and creative solutions to your clients that we believe no one else can match. We are confident by broadening the scope of solutions and professional services available through Vanbridge’s platform, you will be able to concentrate more on your clients, their objectives and how best to achieve them, ensuring you are well-positioned for even greater growth in the markets you serve.
We offer turn-key services that encompass everything on a BGA chassis with the capability to provide full-service resources, including direct-to-client consulting support. We work with you and your clients, emphasizing the client-advisor relationship to determine and facilitate their potential needs and/or analysis. Our business development consulting team approaches each solution with the mindset of an advisor seeking what is best for the client. We will bring the entire picture into focus. Our consistent and historical success working with advisory firms is proof of this approach.
Vanbridge bridges the widening gap between financial product manufacturers and advisors specializing in wealth, financial planning and investment advisory. We link specialists and financial advisors through our platform, creating a connection that benefits everyone involved.
In our most successful partnerships, the advisory firm and their advisors consider us as an integrated part of their team, woven into their DNA. The advisor views our business development consultants as their partners, relying on our teams to identify relevant areas of risk, ask clarifying and exploratory questions to identify goals, generate customized solutions and manage the implementation in conjunction with their client’s legal and tax advisors, when appropriate. Those advisors look to us as their trusted experts who act as an extension of their practice and enhance the client relationship through additional planning services. These are the relationships we build and maintain.
Advisor Portal
Platform Choice
We believe the success of our model is a direct result of providing an exceptional client experience and our platforms are tailored for those that demand a high standard and choice.
RIAs, Financial Institutions, & CPA Firms
Vanbridge’s extensive knowledge of the advisory space has given us a unique perspective. Our firm is uniquely focused on the financial advisory, RIA and planning markets. It is our core business.
Conduct & Compliance
We have a basic saying: collaborate and cooperate for success, but never compromise values — ever. When working with our partners, we do deep-dive research, understanding your model, compliance structure and relationships in advance, whenever possible.