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Triad Advisors app for iPhone and iPad


4.6 ( 7536 ratings )
Business Productivity
Developer: CrowdCompass, Inc.
Free
Current version: 1.8, last update: 6 years ago
First release : 17 Jan 2017
App size: 75.62 Mb

Do you want to offer a superior blend of fee- and commission-based solutions to your clients? Then Triad Advisors is for you.

No other independent broker/dealer is more focused on the Hybrid RIA model. We pioneered it. It’s at the core of who we are. It’s what we do – and no one does it better.

Hundreds of successful advisors across the country have already joined forces with Triad Advisors to experience a full menu of comprehensive products, technology systems and total wealth management solutions.

Our goals are simple: to service the needs of successful independent financial advisors. To build long-term relationships based on mutual trust, unparalleled service and true business flexibility. And to provide you with the products, service, support and environment you need to flourish.