Genuine Open Architecture is Available to HybridsGenuine Open Architecture is Available to Hybrids

Sponsored by United Planners

Flexibility should permeate an organization, from investment management to custodial services to financial planning tools and more. Advisors should not be required or even incentivized to sell his/her firm’s proprietary or recommended investment products/services or use proprietary expensive platforms and technology.

In this white paper, learn more about freedom of choice, scalability, and transferability and how to make the leap to a true open architecture model.