Technology

Affiliated Advisors is an Office of Supervisory Jurisdiction in partnership with Royal Alliance, an independent broker-dealer and member of Advisor Group. Thanks to Royal Alliance, we offer the wide range of resources only large firms can provide—while retaining the personal attention and deep relationships of a boutique network.

One advantage of our partnership is leading technology. We provide access to Royal Alliance’s web-based wealth management platform, designed to help advisors manage portfolios themselves or select from models managed by renowned investment strategists. The platform features select Separate Account Managers, a dynamic Unified Managed Account solution and Advisor Managed Portfolios. Learn more here [pdf file].

Advisors also have access to our unique practice management advisor portal, Vision 2020 [pdf file], which incorporates Salesforce with office automation for account management, electronic forms and signatures, document management and transaction review, Morningstar research and more.

Thanks to the power of our network, Affiliated Advisors can obtain these high-quality platforms at a substantial discount.