— Founded as a new approach to building a modern, technology forward, wealth management firm — Looking to grow organically by adding advisors to the AdvicePeriod platform — Seeking a scalable, integrated, client-centric rebalancer BENEFITS: — Centralized core performance reporting, portfolio management, and rebalancing for a growing multi-office business — Gained a client-centric, scalable rebalancer that can account for and manage personalized needs for capital gains avoidance, tax-loss harvesting, and other requirements — Enhanced productivity and cost savings through a tightly integrated solution within an intuitive and easy to use interface

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