Triad Advisors
by CrowdCompass by Cvent
Version 5.5.1
📅 Updated 2017-01-16
Features Triad Advisors
Do you want to offer a superior blend of fee- and commission-based solutions to your clients?
Then Triad Advisors is for you.No other independent broker/dealer is more focused on the Hybrid RIA model.
We pioneered it.
It’s at the core of who we are.
It’s what we do – and no one does it better.Hundreds of successful advisors across the country have already joined forces with Triad Advisors to experience a full menu of comprehensive products, technology systems and total wealth management solutions.Our goals are simple: to service the needs of successful independent financial advisors.
To build long-term relationships based on mutual trust, unparalleled service and true business flexibility.
And to provide you with the products, service, support and environment you need to flourish.
Secure & Private
Your data is protected with industry-leading security protocols.
24/7 Support
Our dedicated support team is always ready to help you.
Personalization
Customize the app to match your preferences and workflow.
See the Triad Advisors in Action
Get the App Today
Available for Android 8.0 and above