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ADVISOR PLATFORMS

Empowering Advisors Through an Innovative Platform

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AMPLIFIY YOUR GROWTH | UP TO 100% PAYOUT
Increase AUM - More Value to Clients

Win Bigger Deals Faster with GAP Services Enhancing Your Team

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YOUR CHALLENGE
Understanding Your Value

INDUSTRY SECRETS

  • In the name of ‘scalability’, the TAMP (turnkey asset management programs) industry has tried to remove humans from the process – replacing key relationships/functions with software. However high net worth clients continually prefer investment advisor representatives over wire-house brokers outsourcing to TAMPs – for more of the personal-relationship touch.
  • Advisors are frequently surveyed to want: Better client-facing tech, stronger investment team, and inside access to fund managers to meet client expectations (more “horsepower” to meet needs of client)
  • Clients, however are surveyed to want: Advisors using an institutional level investment approach or third-party investment experts (so advisors have more time to understand their needs)
  • Many advisors get caught in the weeds in an effort to provide the client with “value” through robust technology offerings or investment management services

AN ADVISORS VALUE

  • Portfolio Reviews
  • Financial Planning (Retirement, Tax, Insurance)
  • A Trustable Business: Growth from Referrals and Prospecting
    • The Human Touch – The Relationship to the Client
Time | Your Newest Ally

THE COMPETITIVE ADVANTAGE
Service Inflation | Fee Compression | Rising Costs

In reflecting on our years of advisory experience, we have identified key industry trends, (or gaps) overlooking and impacting advisors significantly…

Fee Compression and Expanded Services:

While there is a welcomed shift towards reducing client fees, it is accompanied by an expansion in advisory services. Unfortunately, this has not been met with commensurate compensation.

Disproportionate Effort and Reward:

Despite advisors shouldering much of this expanded role, larger financial institutions continue to benefit more significantly through exorbitant expense ratios.
Advisors dedicate this immense effort, to see substantial fees channeled to mutual fund/ETF companies on top of rising costs to just run a business. Advisors are effectively subsidizing these larger entities without seeing a proportional ease in their workload or added value to their clients.

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Outsourcing services empowers you to focus on delivering exceptional client service while meeting the highly personalized needs of today's investors.

Amplify Growth | Provide Customization | Differentiate Your Firm | Find More Time

The Gallacher Advisor Platform offers these services at a rate of ~25bps. This fee can be split between yourself and your clients however you may choose. We work with several advisors who have passed the full cost along to their clients, due to the increased level of service and portfolio construction. Other similar offerings place the full cost on the advisor and start at .30% and escalate up to 40% of revenue based off AUM and needs. We are confident we provide an industry-leading platform built for and by advisors.

PROVIDING YOU WITH YOUR WANTS & CLIENT NEEDS
BRIDGE THE 

BETWEEN YOU & YOUR CLIENT
BETWEEN WHERE YOU ARE AT (YOUR TODAY) AND WHERE YOU WANT TO BE (YOUR TOMORROW)

The Gallacher Advisor Platform (GAP) offers support on critical items to free advisors to focus on relationships with clients and growth of their business. We designed this platform with our own experience as advisors to solve the pain points we encountered over the years.

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TIME
Your Newest Ally

This innovative platform simplifies advisor’s day-to-day and empowers them to provide more value.
Services Offered are Extensive, including:

Administration

Administration

Back Office Service (Billing, Performance Reports, Client Portal, Account Opening, Tranfers, Money Movements, Out-of-Office Support, etc.)

Compliance (Oversight, Support, Annual Filings, Compliance Meetings, Reviews, and E&O coverage, etc.)

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Advisory<br data-mce-bogus="1">Tools<br/>

Advisory
Tools

WIN BUSINESS and GROW

Technology (Orion, Redtail, Nitrogen, eMoney, etc.)

Portfolio Audit and Analysis

Tax Management

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Investment<br data-mce-bogus="1">Management<br/>

Investment
Management

Trade Execution

Portfolio Construction

Custom Indexing

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Our Solution Process
Customizable, flexible, negotiated process | Audit and analysis of current book

At the end of the day, we are here to be a support, not a roadblock. Our goal is purely to build long-term relationships through providing exceptional service. Despite our best efforts to align ourselves with our partners and IAR’s, we recognize that it may not always work out as planned and we would want to give maximum flexibility. Our hope is that we would be able to find solutions and adjust structures over time as the advisor’s firm grows. If you have any specific hesitations, we would be happy to work through these issues.

We are confident there is a solution that we can customize to meet needs with a structure that works.

Grow Your Firm Faster

One Agreement – seamlessly connect all the tools you need to propel productivity, delight your clients and grow your firm

Expand your capabilities, deepen your resources, streamline your operations and finally spend more time focused on clients. Contact us today to get started.


Our Team At Your Fingertips

Partners

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Senior Advisors

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Junior Advisors

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Client Services
Administrators (CSA)

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Compliance Team

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MARKET OUTLOOKS

Market commentary for a financially savvier you.

Q4 MARKET OUTLOOK

Q4 MARKET OUTLOOK

Volatility returned to markets in the third quarter, as inflation remained elevated and long-term interest rates climbed further, reaching their highest level since...

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MID-YEAR MARKET OUTLOOK

MID-YEAR MARKET OUTLOOK

The US economy showed remarkable resilience in the first half of 2023 despite facing significant challenges, including the...

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Q2 MARKET OUTLOOK

Q2 MARKET OUTLOOK

Economic cracks emerged during the first quarter of this year, as rising interest rates, tighter lending conditions, and...

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2023 MARKET OUTLOOK

2023 MARKET OUTLOOK

The beginning of a calendar year is often the time when the previous year’s reflections transition to a new year’s hopes. Given the...

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