Advis Network careers

Many retail investment products have historically been offered to retail clients through financial advisors (FAs). Asset managers selling these products have previously offered them to FAs using a “boots on the ground” model of external and internal wholesalers. Times have changed. The new expectations of retail clients, the changing desires of financial advisors, and the COVID-19 pandemic has rendered this model ineffective.

The Advis Network is a two-sided distribution platform transforming the financial advisor and asset manager relationship for the new normal. For the FA, the network provides free cross-product analysis personalized to their specific business and client needs. On the other side, the platform creates a digital marketing network for distribution teams at the asset manager. The network will provide asset managers with the advisor behavioral data needed for the distribution model of the future.