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Scalable Support

Scalable Support

Concorde representatives are granted the freedom and capacity to better serve their clients and scale their financial practice. When you partner with us, you’re instantly equipped with the necessary tools to effectively manage your business and client relationships.

 

Operational Support

By streamlining operational responsibilities, you no longer have to be burdened with time-consuming administrative tasks, such as:

  • Compliance management
  • New business processing
  • Account maintenance
  • Automatic billing
  • Trading
Flexible and Fully-Integrated Technology

Concorde helps you efficiently scale your financial practice. Ease the burden of daily operational maintenance and redirect those efforts to build up your company and increase client retention by our utilizing technology, such as:

  • Paperless business submission
  • Consolidated client statements
  • Customizable proposal generation
  • Web-based CRM solution
  • Performance reporting
  • Secure client portal
  • Electronic signature

Our technology partners include: