Building Our Toolkit to Help You Build Your Business

Superficial form and flash over function – that’s the prevailing theme of most tech platforms today. That’s not to say there aren’t some really phenomenal solutions for financial professionals. But in all that keeping-up-with-the-competition, many options are more sparkle than shine. From vaporware to reskinned archaic, customized (and often broken) platforms cobbled together, planning, investment, and portfolio management solutions continue to make promises not always kept.

We’re well-aware of the frustrations that come with selecting, deploying and managing your back office and client-facing tech. You need an all-encompassing solution that best suits your clients requires time and attention that most professionals can’t squeeze into their already busy schedule. With 1,000+ fintech solutions and counting, our industry offers a wealth of options that only someone with skills akin to The Flash would have time to vet.

That’s why at Silver Oak, we prioritize our investment in technology as integral to our financial professional’s growth, and essential to their overall experience with our firm. We embrace this challenge on your behalf, focusing on vetting, implementing and maintaining a best-in-class tech stack so that you can focus on what matters: creating an incredible experience for your clients.

One thing we want to make clear: we don’t emphasize big names over actual performance. What matters most is a flawless, integrated experience that doesn’t let you down. It works both when and how you need it to perform. That’s why we’ve doubled down on our technology platform, AdvisorHub, which simplified traditionally cumbersome tasks associated with onboarding clients, plus compliance demands and record-keeping. It also serves as your primary foundation for serving clients, including a fully-integrated CRM, planning tools, investment management and your business performance dashboard.

Business growth isn’t something we take for granted. We know it takes hard work, focus and resources that help you become faster, stronger, and ultimately more efficient. That’s where our eyes were focused when we unveiled our AdvisorFX investment platform. Setting our financial professionals up for success, we embraced key growth trends, including more firms rolling out comprehensive financial planning as well as more planning firms adding cutting edge investment management services.

AdvisorFX is a marketplace for third-party investment models that allows financial professionals to connect more cost-effectively with a select group of diversified managers and strategists. The advisor-informed marketplace is fully integrated into Silver Oak's ecosystem. By providing our financial professionals with our unique AdvisorFX platform, we’re enabling growth. This unlocks a more boutique asset-management approach without the headache of managing the funds directly or paying exorbitant fees to outsource. It not only frees up more of your time to spend with clients, but AdvisorFX also saves you money over traditional solutions.

Investing in our financial professionals’ success doesn’t stop with technology; we also create personalized marketing programs to help our professionals attract new prospects and build their books of business. We go a step (or two) further than simply including top marketing solutions in our platform by delivering solutions custom-tailored to our financial professionals’ ideal client base.

Here are some other statements we live by:

o   Financial professionals are the best stewards for a firm’s growth. When financial professionals are focused on best serving their clients, and their firm is focused on best serving them, everyone wins.

o   We’re focused on empowering you. We’re not distracted by the M&A activity running rampant in the industry. We’re here to support you on your journey, and that means letting you do what you think is best for your clients.

o   We’re always innovating. We marry the ideals of the past with a laser-like focus on the future. We believe in helping you create your lasting legacy, something that can only be done with a strong foundation. 

At Silver Oak, we’re offering financial professionals something not often found elsewhere: the ability to fly at your own pace. With access to community resources, experts from within our network and our executive leadership team, and tech or back-office support at the touch of a button, our AdvisorHub technology and all of our services satisfy one purpose – YOURS.

Join a firm that’s rooted in the client-focused ideals of the past, but building for the future.

Learn more about Silver Oak.