SaaS-based Credit-union platform: Holy Grail for Wealth Advisors

SaaS-based Credit-union platform: Holy Grail for Wealth Advisors

Capital Markets CIO Outlook | Friday, July 19, 2019

Keith Gregg, CEO, Chalice Financial Network

An advisory strategy for small consultants helps up-scaling the company and empowering tech-based decision-making.

FREMONT, CA: “Everybody reads about the big transactions in the RIA space and they’ve done a brilliant job, but there are thousands and thousands of independent advisors who are relatively smaller who need this kind of help,” says Keith Gregg, Chief Executive Officer of Chalice Financial Network, a Software-as-a-Service (SaaS)-based member-benefit organization, which has rolled out Succession Link 2.0.   

Succession Link 2.0 is a new credit union-like platform designed to drive more seamless and expeditious transactions between M&A buyers and vendors, full with member-only financing alternatives for consultants. Furthermore, Chalice has established a new partnership with Gladstone Associates LLC, a major consultancy that provides financial services and fintech suppliers throughout the stages of the M&A life cycle.

Chalice Financial Network takes an advisory strategy to help small advisors scale up their business and remove the fear of wrong technology choices. By developing a roadmap that focuses on critical business pain points that drive value for wealth managers, the firm achieves its vision. The firm provides wealth consultants with access to alternative investments in their portfolio for accredited investors such as real estate and private placements that are not related to other investments. This enables customers to use a purpose-built technology platform to leverage simplified investment processes and boost their compliance supervision over such investments.

Chalice Financial Network is an exclusive member-benefit organization devoted to empowering the small to a medium-sized consultant of today. The firm provides access to best-in-class wealth management goods and services through our digital marketplace— Chalice Advisor Exchange — in search of economies of scale and operational efficiencies that consultants want and need to succeed. “Many have aspirations of growing through M&A but haven’t had access to capital and the support to do it. Even the novice wealth advisor who hasn’t done this before can do it and grow through it. It’s the same thing with the seller,” Gregg concludes.

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