CMS Advisor Services is a solutions-based advisory platform and collaborative business ecosystem tailored to independent, fee-based advisors and select, alpha-generating asset managers.
Platform Overview
CMS Institutional (CMSIX) is an institutional investment ecosystem.
Advisor Support & Resources
1. Proven Portfolio Management Strategies
2. Dynamic Business Development Solutions
3. Tailored Practice Management Systems
4. Robust Research & Due Diligence Services
Institutional Proven Wealth Management Strategies
CMS Institutional (CMSIX) is not just an investment management platform, we are a full-service business partner and collaborative business ecosystem offering customizable & turnkey solutions that help you cultivate and manage your advisory business while growing AUM. We proactively support and promote each Advisor Partner (AP) on the platform and take the time to understand you and your business so we can help you achieve your goals.
CMS has a philosophy of cross-team collaboration, collective creativity, inspired innovation, inner-personal integrity. We believe investors are best served when professionals all work together. Our vision is to inspire you to share the wealth we’ve created in educated financial advisors, estate planning attorneys.
Dimensional Dynamic Business Development Solutions
The CMS IA Partner Platform offers its IA partners a variety of services designed to streamline your advisory business. Our executive team has categorized each service under one of the three core business directives; Wealth Management, Practice Management, Business Development.
CMS Institutional is not just a digital wealth management platform we offer turnkey practice solutions, business tools & resources, support, and business development group with diverse spheres of influence that lend both useful expertise and referrals to investment advisors.
Professional Tailored Practice Management Systems
We offer continuous thought leadership and growth management services while providing you with direct access to our in-house business development group and Advisor Liaisons. Our full suite of professional portfolio & practice management resources, operational & administrative support services, and dynamic business development solutions come with a team of licensed professionals dedicated to helping you and your team manage and grow your advisory practice.
We provide the necessary resources an advisor needs to maintain and grow their practice. Our Practice Management group specializes in helping advisors identify & implement best practices, troubleshoot systems, test for inefficiencies, and optimize their advisory practice.
Analytical Robust Research & Due Diligence Services
Due diligence is one of the most vital components of valuing and finalizing an investment. It presents a comprehensive look at potential investments. The final product of due diligence is a thorough report that summarizes the process and supplements the decision-making.
CMS has a philosophy of cross-team collaboration, collective creativity, inspired innovation, inner-personal integrity. We believe investors are best served when professionals all work together. Our vision is to inspire you to share the wealth we’ve created in educated financial advisors, estate planning attorneys.
Strategic Relationships
Investment Platforms
-Adhesion
-Sawtooth
-Fusion
-Envestnet
Technology
-Morningstar
-Folio Institutional
Custodians
-Charles Schwab
-TD Ameritrade Inst.
-Fidelity
-Folio Institutional
-Interactive Brokers
-Nationwide
-Security Benefit
-Mid Atlantic Trust Co.
Analysis & Planning
-InStream Wealth
-EMoney
-Kwanti
-Sherman Sheet Toolkit
Marketing / Branding
-AdvisorExcel
-Positraction