The platform simplifies operations, saves time for advisors and their staff, and strengthens connections with their online community
MORRISTOWN, N.J., Oct. 28, 2024 /PRNewswire/ — Private Advisor Group, one of the largest and fastest-growing independent wealth management firms in the country*, has introduced Greenhouse, its new all-in-one technology platform exclusively available to Private Advisor Group affiliated independent advisors and their teams. Every aspect of the technology is designed to save advisors time from single-sign on to key applications and custodian partners, streamlined record reporting, and an online community for sharing real-time ideas, crowd-sourcing answers to questions and staying connected.
“We’ve transformed the day-to-day experience for advisors by giving them one central home to access everything they need …