Hybrid Solutions offers multiple financial planning software options, a client-ready planning agreement, and an expedited (48 hour or less) review process to ensure you deliver a high quality product to your clients.
At Triad Hybrid Solutions, a robust menu of services and solutions is available. You have the ability to provide written financial plans, investment management strategies (advisor-directed or third party), insurance solutions, and retirement plan advice to your clients. Our consultants ensure you have a clear understanding of your options so you can make informed decisions about the solutions you would most like to leverage.
Salesforce, the most flexible CRM system available, is the backbone of a system that acts more as an office assistant than an electronic rolodex. Embedded work flows provide simplified account establishment processes and documentation.
Black Diamond, a leader in portfolio analytics, allows you to slice and dice your book of business, a segment, a household, or an account to give a deep dive look into what’s happening within managed accounts. In addition, performance reporting is available for all accounts. Combine the sophisticated performance metrics with investor-friendly functionality to help educate clients about their progress toward their goals. A host of report templates, as well as customization options, are available so you may present account information to clients in a way that best meets their sophistication and curiosity. Black Diamond handles daily reconciliation of positions and balances, taking the work off your shoulders.
Our team is committed to timely, accurate and warm responses to your inquiries. We host training on a regular basis so your staff can stay up-to-date on procedures and best practices. We believe your back office experience should be a genuine pleasure, not a necessary evil.
Triad Hybrid Solutions functions as a single point of contact for all your operational needs. Our primary goal is to offer knowledgeable, timely, and pleasant assistance. Our team provides support for account establishment and maintenance and acts as your conduit to the custodial partners. Additionally, we handle the entire fee billing and debiting process. We calculate the fee, debit client accounts and provide fee reports for your review.
Work flows within Salesforce will assist with operational processes including account establishment and maintenance items. Integration with tools such as LaserApp ensures paperwork is as accurate and complete as possible when you meet with clients.
Triad Hybrid Solutions is an SEC Registered Investment Adviser providing your Investment Advisor Agreements, Compliance Manual, ADV, and Policies and Procedures. We ensure you are aware of and are able to meet reporting and documentation requirements. Our team of experts is available for consultation at any time and takes a common sense approach to industry regulations. Rather than working with a rigid "no" department, we take time to understand your need and work with you to help accomplish your goals within the framework of regulations, laws, and reasonable policies.
Ready for an Extraordinary Partnership?
If you are an existing financial professional interested in joining our firm, please complete the form. All information is confidential.
If you are an existing financial professional interested in joining our firm, please complete the form below. All information is confidential.