“[Before AdvisorPeak] we only had 50 accounts, but we utilized three custodians, and that took all day to prepare the trades, execute the trades, and to allocate the trades. Now we have over 250 accounts in our models, still across three custodians that utilize Mutual Funds, ETF’s, Equities, and that process now only takes a couple of hours, which is impressive considering the amount of trades that we do during a rebalance is roughly 3,000 trades.
My personal opinion is that if you haven’t looked at AdvisorPeak, you’re already behind the ball. I recommend that you look into them, and you’ll see why if you haven’t started using them, that you should.”
– JOSEPH J.
VP of Operations