Powering wealth management
Technology that drives growth
Farther enables you to focus on your client relationships while simultaneously diversifying top-line revenue with high margins. With a strong record of exponential growth, we now offer a full suite of services and solutions.
Advisors spend 3x more time on prospecting and client relationships
Workflow automations cut servicing time by 60%
Multi-custodian, open architecture platform
Modern client experience that is tailored to your brand
Designed for both your clients and your practice
Our sophisticated technology deepens client relationships and amplifies efficiency: creating a single source of truth and seamlessly integrating with your custodians and tools.
Our expert team helps augment your skillset and empower your practice to go Farther.
Client
Web and mobile portals to open accounts, request transfers, sign and store secure documents – complete with comprehensive account aggregation to view your full financial picture in one place.
Advisor
Centralize tasks and processes across client service and operations workflows, while integrating with key tools. Spend more time with clients and prospects, and less time on daily tasks.
Operations
Submit account openings, ACATs, ACHs, trade across multiple custodians, and share updates with advisors – all in one portal; empower your operations team to serve 2.5x more clients.
CIO
Leverage our scale. Access our robust portfolio management offering: including the rebalancing engine, embedded active tax management, off-the-shelf and custom model portfolios, and direct-indexed SMAs.
Modern technology built to scale
Our platform enables advisors to build bigger books and focus on client relationships by seamlessly combining previously siloed day-to-day operations into one modern and intuitive tool.
Today's Siloed Process
Today's Siloed Process
Ongoing operations
Portfolio construction
Portfolio management
Client service
Secure document storage
Alternatives marketplace
Account aggregation
Digital signature
Financial planning
CRM upkeep
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A custom-branded client and advisor portal seamlessly combining your day-to-day operations across custodians into one tool, enabling you to:
Spend more time with clients
Simplify administrative burdens
Automate manual tasks
Improve the client experience
Ability to integrate with all your essential tools, while preserving your freedom of choice
Today's Siloed Process
Ongoing operations
Portfolio management
Secure document storage
Account aggregation
Financial planning
Portfolio construction
Client service
Alternatives marketplace
Digital signature
CRM upkeep
A custom-branded client and advisor portal, seamlessly combining your day-to-day operations across custodians into one tool, enabling you to:
Spend more time with clients
Simplify administrative burdens
Automate manual tasks
Improve the client experience
Integrate all your essential tools, while preserving your freedom of choice
Traditional
Wirehouse
FIRM AFFILIATION
PAYOUT
TECHNOLOGY
MARKETING
INVESTMENT PRODUCTS
Office space
Time is the ultimate freedom
Automation enables the delivery of better service at a lower cost, so advisors can spend more time in front of clients – growing wallet share and building larger books.
Ready to talk?
Find out if Farther’s technology can help unlock your firm’s true potential. Modern and nimble, Farther was designed to power wealth management firms of every size.
Built by an RIA, our solutions unlock advisor potential. We partner with firms to enhance current practices or to build from the ground up, powering the next generation of wealth management.
