Established in 1975, Concord is focused on helping financial services organizations compete at a higher level in the growing, fee-based investment advisory business.
Through our proven technology and extensive investment product research, we provide a comprehensive wealth management platform that can be fully-customized and quickly brought to market, at a reasonable cost.
Concord?s platform eliminates the time, expense and challenges of building, maintaining and constantly updating an internal system ? enabling you to focus on your core competencies and relationship management.
We pride ourselves on our technological prowess, attentive service and extensive knowledge of the fee-based industry.
We work closely with you to integrate your service and product strengths into your own proprietary, private labeled technology platform that respects and reflects your brand. Built into this platform is a high degree of automation that enables you to work far more productively and effectively, providing you with extensive control and oversight.
Concord?s clients represent a wide range of financial organizations, including trust companies, family offices, CPA firms, law firms, banks, broker/dealers, clearing firms, insurance companies and independent advisory firms.