Scalable Support
Concorde Investment Services
1120 East Long Lake Road Suite 100
Troy, MI 48085 48075
Map of our Building

 

Delegate operational tasks to your dedicated back office

With Gateway™, you are equipped with the necessary tools to efficiently manage your practice and cultivate client relationships. By streamlining operational responsibilities, you are no longer burdened with time-consuming administrative tasks.

     Compliance Management
     Automatic Billing
     Trading

Account Maintenance
New Business Processing

 

 

Flexible & fully-integrated technology platform

Is your practice scalable? Ease the burden of daily operational maintenance utilizing industry-leading technology and redirect your focus towards building your practice and increasing client retention.

     Paperless Business Submission
     Web-based CRM Solution
     Electronic Signature
     Consolidated Client Statements

Performance Reporting
Secure Client Portal
Customizable Proposal Generation

Technology Partners Include:

              

Gateway™ grants you the freedom & the capacity to better serve your clients & grow your practice.