There are many different industry service providers with widely varying products, services and pricing. While advisors have access to a wide range of services from separate providers, it is difficult to find one provider to address all of your needs and clients.
Below is a list of cores services that independent advisors typically need to run a business and the types of firms that provide these services. Bellatore Investment Counsel provides this comprehensive list of services in a unified manner through our Total Business Solution.
Services
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Mutual Fund Companies |
Custodians |
Back Office Software |
Turnkey Asset Management Programs |
Targeted Outsourcing Firms |
Monetization & Transition Firms |
Bellatore |
Investments
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Marketing Materials
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Business Development
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Industry Research
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Billing
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Data Reconciliation
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Performance Management
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Reporting
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Statements
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Trading
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Rebalancing
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Custody
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Succession Planning
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Equity Monetization
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![]() =Core Service Offering
=Partial Service Offering
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