Technology

What is the Concorde Platform?

The Concorde Platform is technology designed to help financial advisors effectively manage and grow their business.

Solutions include:

  • Contact relationship management
  • Data aggregation and reporting
  • Wealth and portfolio management solutions
  • Compliant paperless process system
  • Document management and workflow solutions
  • Form filling
  • E-signatures
  • Research tools
  • Web-based file sharing storage

To learn more, fill out the form below to contact us.