FallLine Securities, a US-based firm which helps private wealth advisors grow their businesses, has rolled out a new wealth management platform for private wealth advisors and their UNHW clients.
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The platform will allow private wealth advisors to launch and build their own independent hybrid Registered Investment Adviser business, and as an alternative to wealth management firms that have increasingly adopted a one-size-fits-all model.
FallLine is a UHNW-focused firm that combines a broker-dealer and a turnkey technology/services platform.
The company offers private wealth advisors services including a broker-dealer with experience in servicing UHNW clients, customized transition services, custom, integrated technology platform and support as well as membership in a network comprising other private wealth advisors.
FallLine CEO John Straus said: "Big firms are interested in increasing their margins through scale and standardization. On the other side, private clients and their advisors are looking for service providers that are flexible and willing to accommodate their various needs.
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By GlobalData"FallLine is the first firm to purpose-build its infrastructure around addressing the needs of UHNW clients and their advisors. FallLine enables elite Private Wealth Advisors to establish their own firm built around the needs of their clients – a new path to success."
