turnkey | no up-front costs
Empowering Financial Success Together
Smartchase Corporate Solutions (“SCS”) partners with established financial services professionals to integrate turnkey wealth management platforms to their existing business, creating a holistic wealth offering for their existing clients. SCS Partners can choose from three platforms that can be tailored to the specific needs and expertise of their practice:
comprehensive offering
Wealth Management for CPA Firms
The WM CPA Platform empowers established CPA firms with the ability to launch a turnkey, full-service wealth management business without the time investment and upfront costs of a new start-up.
The WM CPA Platform includes a complete offering comprised of financial planning catered to business owners, investment management, life insurance, retirement planning, estate planning, and more, so that CPAs can provide comprehensive financial advice to their clients with an approach that integrates expertise and creates a holistic and seamless client experience.
Most importantly, the WM CPA Platform allows the clients of our CPA partners to manage their finances more effectively by having a personalized plan that outlines the path to achieve their long-term financial goals for both their family and business.
specialized asset management
Outsourced Chief Investment Officer
The Outsourced Chief Investment Officer (OCIO) provides investment management services to organizations or individuals that have outgrown traditional financial advisors but don’t have the resources or expertise to manage their investments in-house.
OCIO services are typically used by business owners with corporate investment accounts, family trusts, and family offices, but they can also be beneficial for high-net-worth individuals seeking professional investment management.
Investment Strategy Development: Creating and implementing an investment strategy that aligns with the client’s financial goals, risk tolerance, and time horizon.
Portfolio Management: Managing and monitoring the client’s investment portfolio, including asset allocation, diversification, and rebalancing.
Manager Selection: Identifying, evaluating, and selecting external investment managers or funds to execute specific parts of the investment strategy.
Performance Monitoring: Continuously tracking the performance of investments and making adjustments as needed to meet the client’s objectives.
Risk Management: Assessing and managing investment risks to ensure the portfolio remains aligned with the client’s risk tolerance.
Reporting: Providing regular reports and updates on the portfolio’s performance, including insights and recommendations for future actions.
Fiduciary Responsibility: Acting in the best interest of the client, ensuring all investment decisions are made with the client’s financial well-being as the top priority.
life insurance expertise
Outsourced Life Insurance Advisory
The Outsourced Life Insurance Advisory gives established financial services advisories the ability to offer clients a best-in-class suite of life insurance products and services without having to worry about compliance or start-up costs, backed by ironclad non-compete clauses.
As the Outsourced Life Insurance Advisory, we act as an intermediary between clients and over 22 insurance companies to help end clients understand and identify their insurance needs and purchase life insurance policies that best meet their needs.
Needs Assessment: Evaluating the client’s financial situation, goals, and coverage needs to determine the appropriate type and amount of life insurance.
Policy Comparison: Researching and comparing policies from multiple insurance providers to identify the best options based on coverage, premiums, and terms.
Advice and Recommendations: Providing expert advice on the different types of life insurance (e.g., term life, whole life, universal life) and recommending policies that suit the end client’s needs and budget.
Application Assistance: Helping clients complete the insurance application process, including gathering necessary documentation and answering any questions that arise.
Navigating Rates: Because we able to deal with 24 separate insurance companies, we can secure the best possible rates and terms for the end client.
Policy Management: Assisting clients with ongoing policy management, including updating beneficiaries, making changes to coverage, and helping with claims.
Education: Educating our partners and their clients about the benefits, limitations, and features of various life insurance policies to ensure they make informed decisions.
Extend Your Your Wealth Expertise Today
Contact us now to learn how Smartchase Corporate Solutions can help your firm build a comprehensive wealth management offering.