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Dynamic Portfolio Services

World-class portfolios with the goal to deliver higher returns with lower risks, increasing the consistency of investment strategy and better client outcomes. Disciplined, focused and rules-based.

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Front/Middle/Back Office

Our team is your team. Dynamic’s experienced team of professionals eliminates the need for staffing and frees up your time to focus on clients and growth.

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Platform

100% integrated. Single sign-on. Built for wealth advisors with best-in-class fintech to run a 21st century practice.

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Value

Keep more of what you earn, so you can do more of what you love. Our service fees are aligned with the size and style of your practice. You have complete control of your top and bottom lines.

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Community

Instant nationwide community of collaborative professionals.

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Flexibility

Grow your own way–lifestyle or ensemble practice, IAR or RIA. Spend your time focusing on strategic growth instead of administrivia.

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Access

Your entire practice is accessible in myVirtualPractice™, 24/7/365 anywhere, on any device from a single sign-on.

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Compliance

Highly experienced, pro-business Compliance and Risk Management team in your corner, focused on navigating the increasingly complex fiduciary world and supporting your practice every step of the way.

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Virtual Assistance

In addition to outsourced front/middle/back office staff support, Dynamic provides professionally trained Virtual Assistants to serve your client facing needs.

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Business System 7™

Our business system provides you proven best practices for Business Development, Administration, Asset Management, Marketing, Risk Management, Succession and Continuity.

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Consulting

From Marketing and Practice Management to Business Development, we have an experienced team to provide you with support and consulting.

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Transition & Onboarding

Pre-transition and well beyond, we work closely with you to ensure your transition takes place smoothly and efficiently.

Just BYOD (Bring Your Own Device) and spend the rest of your time doing what’s best for your clients.

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Our Services

Dynamic Advisor Solutions provides the people, resources and technology wealth advisors need to create efficiencies so they can focus on providing exceptional client experiences.

Dynamic delivers myVirtualPractice™, a cloud-based, customizable and complete business solution: front, middle and back office support, integrated platform, compliance, portfolio management and consulting services.

PEOPLE

Put your clients at the center of your universe and alleviate the need for staffing with our people-first service model.

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RESOURCES

Leverage our longstanding relationships with industry leaders from professionals in marketing and M&A, to fintech, specialty investment management and more.

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TECHNOLOGY

Build a model wealth advisory practice for the 21st century on an integrated platform with best-in-class fintech solutions.

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Who We Serve

We work with advisory firms of all types and sizes. From growing wealth and retirement plan advisors, to new and established RIA firms. Find the right level of support at Dynamic that affords you the freedom to focus on nurturing client relationships and developing new business.

You’ve reached a stage in your practice where you’re trapped by scalability—perhaps your practice has grown from $100 to $200 million AUM—and realize you can no longer do this alone. You’re about to cross the bridge from an advisor (helping clients, managing investments, doing financial plans) to business owner (payroll, overhead, networking, IT, cybersecurity, etc.).

Before that growth point impedes profitability, consider Dynamic’s people-first service model. It provides essential foundational support: Knowledgeable professionals across all areas of financial services do the work, alleviating the need for staffing and guiding advisors in an increasingly complex fiduciary world.

If you’re leaving an independent or employee-based RIA, you’ll appreciate our ready-to-use RIA wealth management platform, custodial relationships, investment management solutions, retirement plan services, virtual administrative assistance program, compliance support and more. You can also affiliate as an RIA or IAR of Dynamic’s RIA.

If you’re leaving a wirehouse and seeking a firm that specializes in the fee-based model, Dynamic can help establish an RIA for you. We provide the support and services you need to make a smooth transition to an independent practice. You avoid the steep learning curve, leveraging our team’s experience, top-tier custodial relationships, robust platform, investment management solutions, compliance and office support.

You can leave your independent broker-dealer and enjoy our ready-to-use RIA, wealth management platforms, custodial relationships, investment management solutions, retirement plan services, virtual administrative assistance program, compliance support and more. Or, we can help establish an RIA for you.

Our Partners

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About How We Help Advisors Grow