Most regional brokerages cannot match the resources that wirehouses deploy to build proprietary wealth management platforms and create formidable product line-ups. Additionally, regional brokerages compete head-to-head in their own market with other regional brokers, local and regional banks, independent RIAs and even CPA firms.

• Concord’s platform spares regional brokerages the time, expense and technological challenges of building, maintaining and constantly updating their own wealth management platform.
• Concord enables brokerages to extensively customize and private-label a platform that can accommodate a competitive arsenal of products, including SMAs, Unified Managed Accounts, mutual funds, ETFs and separate securities.
• Concord’s highly automated platform enables advisors to work far more productively and effectively – which can help recruit talented advisors who seek an opportunity to streamline their back-office tasks.