AFA realizes that in order to own and grow your RIA that it takes more than just sales skills. It takes a substantial allocation to non-sales related activities. AFA supports the independent advisor by providing that “virtual back office” and more.
- Provide completely paperless document processing
- Act as your back office
- Perform accounting/compliance functions
- Support a variety of custodians
- Get access to all of AFA’s Adviser Net suite of tools
- Utilize American Trust Investment Services, Inc. for a Introducing Broker/Dealer Partner to RBC Capital Markets an full service Clearing Firm.