Private Advisor Group Introduces All-In-One Platform for Affiliates
Private Advisor Group has introduced Greenhouse, a community forum and resource hub available to Private Advisor Group affiliated independent advisors and their teams.
The technology is designed to save advisors time from single-sign on to key applications and custodian partners, streamlined record reporting, and an online community for sharing real-time ideas, crowd-sourcing answers to questions and staying connected.
Through the online community forum, advisors, their staff and the Private Advisor Group team can correspond in real-time.
Greenhouse’s new reporting features streamline tasks, saving advisors valuable time—anywhere from 30 seconds to several minutes—on routine branch record reporting. The platform also offers transparent account and client management, efficient compliance and regulatory monitoring, access to educational resources and events, and productivity tools.
Patrick Sullivan, chief of staff and head of technology at Private Advisor Group said, “The development of Greenhouse is centered on streamlining advisor workflows. We’ve minimized password fatigue with single sign-on, making it easier than ever to efficiently access the tools crucial to practice management.”
Morristown, NJ-based Private Advisor Group, who is backed by Merchant Investment Bank and affiliated with LPL Financial, as an office of supervisory jurisdiction, is one of the largest and fastest-growing independent wealth management firms in the country with more than $35.2 billion in assets under management as of June.
