CPAs have a thorough knowledge of their clients’ financial situation. This understanding provides a unique opportunity for wealth management via the Concord solution.

• CPA firms that are new to the business of wealth management often don’t have the in- house expertise to construct a competitive wealth management platform or the experience to select and monitor investment managers.
• Concord can help a CPA firm enter the fee-based managed account market quickly and competitively, at almost no capital expense.
• Concord delivers an open architecture, online wealth management platform that can be private labeled and customized to a high degree
• Concord also offers a quality line-up of carefully-selected managers representing virtually all major asset classes and investment vehicles.