Independent Broker Dealers
ClaraPHI offers IBDs a comprehensive line up of system features and investment solutions. IBDs can now utilize ClaraPHI’s offerings, white labeled and customized for their independent advisors. ClaraPHI can help with training and recruiting, and bring a competitive edge to your product offerings. ClaraPHI offers a state-of-the-art portfolio management system.
Get Up and Running
Your firm can subscribe and be up and running in no time with:
Your business will also benefit from our relationships with some of the most innovative companies in the industry:
"Why TAMP's and Outsourced Investment Management are the Future for Most Advisors" by Michael Kitces.