Accelerate your growth
Our technology platforms and integrations help streamline your day-to-day practice, as well as your client and wealth management tasks, so you can spend less time managing your business and more time growing it.
Integrity Wealth Advisor Platform
Integrity Wealth Advisor is our all-in-one platform that makes client and wealth management tools readily accessible to run your business more effectively. Integrity Wealth Advisor allows you to:
- Quickly link to your most-used platforms to view important updates and notifications
- Access consolidated reports through Black Diamond
- Conveniently log into custodian accounts using single sign-on
- Get information about our Retirement Ally and Wealth Solutions proprietary model portfolios
- Open new accounts with ease and leverage electronic signature
- Access commissions, clients’ books and records, and compliance blotters
- Submit materials for advertising review
- Access all training materials
SS&C Technology Suite
Our convenient platform also offers access to the SS&C technology suite for seamless integration across custodians and accounts. Integrations include:
- SS&C Black Diamond advisor dashboard, for trading, rebalancing and performance reporting
- SS&C Black Diamond client dashboard
- CRM through SS&C Salentica
- SS&C RCI for risk and compliance
Ready to enjoy independence and support?
Our team is ready to meet you where you are, so you can grow your business with confidence. Want to know more about becoming an Integrity Wealth Advisor? Click below to complete our contact form.
Investment advisory, brokerage and financial services are provided by Integrity Wealth LLC’s affiliates that are properly registered with the SEC and/or FINRA, including Integrity Alliance, LLC, Integrity Advisory Solutions, LLC, Lion Street Advisors, LLC, Lion Street Financial, LLC, Gladstone Institutional Advisory, LLC, Wealth Management of Nebraska, LLC, and Integrity Capital, LLC. Integrity Wealth itself is not a registered broker-dealer or investment adviser.
This page is intended to recruit Registered Representatives and Independent Advisory Representatives.
Fidelity Investments® (“Fidelity”) is an independent company, unaffiliated with the third-party providers listed. There is no form of legal partnership, agency affiliation, or similar relationship between these firms and Fidelity, nor is such a relationship created or implied by the information herein. Fidelity Investments is a registered trademark of FMR LLC. Fidelity provides clearing, custody, or other brokerage services through National Financial Services LLC or Fidelity Brokerage Services LLC, Members NYSE, SIPC. 1166147.1.0
