A Connected Ecosystem for Advisory Firms & Product Originators
Open up further opportunities for you and your clients with the MyBrokers+ module.
Available to:
Independent Financial Advisors
Registered Investment Advisors
Similar Licensed Entities
Advisory Firms
Access external opportunities and issuer relationships
Product Originators
Present opportunities through adviser-led networks
Clients
Engage through their trusted adviser, with opt-out control
Broaden Your Investment Offering
Access external opportunities and issuer/originator relationships without building your own sourcing infrastructure.
Create Stronger Relationships
Connect with domestic and international originators seeking adviser-led distribution networks.
Keep The Advisor In Control
Client enquiries are directed back to the adviser, supporting suitability con
versations and relationship ownership.
Support Structured Growth
Combine broader opportunity access with visible engagement, referral flow and managed distribution.