OUTSOURCED CIO & BACK OFFICE SUPPORT
Free up time to focus on client relationships
Our scalable advisory solutions are designed to align your growing business with the investing goals of your clients base. There are multiple channels through which our solutions and strategies are available behind the scenes as your professional staff. Each is designed to give you and your clients the peace of mind in knowing that our team is fully committed to managing your clients' portfolios towards optimal investment outcomes.
OUTSOURCED CIO & BACK OFFICE SUPPORT
Portfolio Management
We offer a full suite of investment strategies and multi-strategy allocation portfolios managed by Quartz and premiere outside managers vetted by Quartz investment team. You can even build custom portfolios. Partnering with Quartz Partners gives your clients a full-time CIO while freeing up valuable resources for you to build your practice and client relationships.
Quartz Partners' Risk Profile Questionnaire goes beyond the typical profile that relies heavily on an investor's age. This often negates the emotional component of investing which can determine whether an investor keeps you as their trusted advisor. Our questionnaire helps determine the right mix of investments based on your client's risk capacity, objective, and tolerance.
Client Onboarding Made Simple
Quartz Partners' digital onboarding tool makes setting up a
new investment account easier than ever.
Your Premiere
Back Office
For accounts with a direct advisory relationship to Quartz Partners, you and your clients also receive our full back office solution at no additional cost in addition to automated billing, trading, rebalancing and service requests.
Dynamic Digital Financial Planning
Our digital financial planning engine provides a holistic and dynamic cloud-based financial planning tool to provide a next level solution to your clients. Our one-stop solution allows for simple and dynamic adjustments based on realtime data a life changes. View client balance sheets in real time.
✓ Set Goals
✓ "What-If" Scenarios
✓ Track Progress
Cash
Management
We'll calculate and process one-time and systematic withdrawals and RMDs with ease.
Employer Retirement Plan Prospecting & Analysis
To help you quickly win new business, we can identify ideal employer sponsored retirement plans based on geography, size and industry. Better yet, we can provide an analysis of their current plan vs. a Quartz plan, comparing criteria such as investment options, expenses, and compliance issues.
Document Processing
Our website and dedicated service team can quickly help prefill and process both onboarding and custodial forms. Use our InForm Wizard or send us a message and we will get back to you quickly with prefilled onboarding paperwork ready for wet or esignature.
Intuitive Advisor and Client Portal
Branded for you, our portfolio management systems provides premium, multi-level reporting and portfolio accounting tools. Advisors and clients can view all accounts whether managed by the advisor or held-away accounts like 401k, bank, loans, credit cards.
✓ Advisor Level Reporting
Monitor your clients and view detailed household reports ahead of client meetings. Control client portal during remote meetings and print reports.
✓ Client Level Reporting
Your clients can have access to a personalized log-in to set and track goals, view Quartz Partners account information along with +15,000 other financial institutions ranging from bank accounts to insurance.
Employer Plan Solutions
Our employer retirement plans can be more cost effective, with better investment options and lower employer liability to the greatest extent possible as a 3(38) fiduciary, setting ourselves apart. We can help you win more business and generate recurring revenue that increases each year.
Our prospecting tool identifies plans that are ideal for a change of advisor. To help close prospect Quartz's dynamic current plan vs. Quartz plan report shows prospects how you can immediately improve their retirement plan.
We work with a wide variety of platforms and custodians
A deep network of relationships means that, in many situations, we can work with your current providers. Contact us today to learn more.
Qualified Custodians
401(k) Plans
Variable Annuity Overlay
Unified Managed Accounts
