Open Accounts with Just a Few Clicks
No unnecessary or cumbersome paperwork
Automate Your Trading and Billing Process
Your tactical platform handles your back office trading duties for you, so you can focus more time on your clients.
Easy to Understand Client Dashboard
Give your clients a full technological experience that is easy for them to navigate with their own digital dashboard
Scale Your Practice
with our WealthTech platform
- Easy account opening and seamless account transfers
- Automated trading
- Automated billing
- Easy client-facing dashboard with real account return data
Marketing, Leads and New Clients
with an Advisor Landing Page
We are building more financial services under one roof which allows you to bring more value to your clients, and keeps clients for life.
Breaking Down the 401(k) Market Barriers
Simple to use, Simple to understand 401(k) platform
We do the heavy lifting, you just manage the clients.
On-Going Advisor Support
We have a coaching team dedicated to helping you on-board your practice, as well as your clients
Through the sales process, it’s easy to walk clients through our platform and open up new accounts in just a few clicks.
Automated Tactical Portfolio Strategies
Depending upon the strategy you choose, or your clients choose, they will be automatically rebalanced for you depending upon that strategies market signals. No “gut feelings” or human intervention with our Strategies. 100% tactically driven without the human emotion.
Automated Tactical Portfolio Strategies
Depending upon the strategy you choose, or your clients choose, they will be automatically rebalanced for you depending upon that strategies market signals. No “gut feelings” or human intervention with our Strategies. 100% tactically driven without the human emotion.
Ease of Technology for Your Clients
Our platform enables your clients to see their investments in a simple easy to use platform. They can track their progress along with the strategies that they are using all with the help of your financial expertise.
Ease of Technology for Your Clients
Our platform enables your clients to see their investments in a simple easy to use platform. They can track their progress along with the strategies that they are using all with the help of your financial expertise.
INFORMATION FOR
Advisors
Jobseekers
Media & Journalists
401(k)
CONTACT
410 Sovereign Court, Suite 14,
Manchester, MO 63011
DISCLAIMER:
Accessibility Statement for Individuals with Disabilities
Advisory services offered through Strategy Marketplace, LLC.
We are an independent financial services firm helping individuals create retirement strategies using various investment and insurance products to custom suit their needs and objectives.
Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product.
The information and opinions contained in any of the material requested from this website are provided by third parties. They have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation.
Form ADV Part 2 – Disclosure Brochure
Form ADV Part 3 – Client Relationship Summary (Form CRS)
