OUR COMPANY

Concord
Consultative Process
Management Team

Case Histories
Press Room

OUR CAPABILITIES

Wealth Management Platform
Technology
Ancillary Products/ Services

OUR CLIENTS

Bank Trust and
Wealth Management

RIAs
Family Offices
Regional Brokerages
CPAs
Law Firms
Insurance Companies

Our Capabilities: Technology Platform

High Functionality and Flexibility


    Concord’s technology is built to provide a cost-effective means for your organization to quickly enter the fee-based advisory market with a highly competitive, wealth management platform – or to upgrade your existing platform.

    As an alternative to the expensive and oftentimes slow and frustrating process of building technology internally, we can provide you with the ability to customize a proven, full-service platform that is totally private labeled to reflect your brand, sales processes, business policies and compliance requirements.

    Concord’s technology can accommodate any custodian or trust accounting system.

The Flexibility of Open Architecture


Concord’s platform utilizes an open architecture technology infrastructure made available via an enterprise solution or through a hosted ASP environment.

Our technology is built on a J2EE framework that uses common, industry-leading and open source web application and data components.

The architecture is extremely flexible and is tuned to provide high performance, ease of integration and future scalability. Modular in design, Concord’s platform allows for the deployment of all of our products and services, or only those selected -- depending on your particular requirements.