IAR
Supporting You on Your Journey
As an Investment Advisor Representative (IAR), your focus is on delivering exceptional advice and maintaining strong client relationships. But the complexity of today’s fiduciary environment can make it difficult to do it all.
That’s where Dynamic comes in. We provide the people, resources and technology to support your growth, without sacrificing your independence or your clients’ best interests.
Offload Tasks
Offload time-consuming administrative tasks to Dynamic’s professional team while maintaining full control over client relationships, investment direction and day-to-day decision-making.
Flexibility to Scale
Leverage our fully integrated, cloud-based platform to streamline your operations, enhance client experiences and scale your practice with ease — without being forced into a rigid tech stack.
Customizable Support
Dynamic gives you the freedom and flexibility to build the advisory practice you envision — with a team that’s as committed to your clients as you are.
Institutional Asset Management
With Dynamic Asset Management, you can outsource portfolio oversight without giving up control. Dynamic designs global, well diversified, balanced portfolios to align with clients’ long-term investment goals — so you can stay focused on client relationships while we handle the execution.
Scalable Operational Support
Running an independent practice doesn’t mean going it alone. Dynamic’s back-office support takes time-consuming, non-revenue generating tasks off your plate so you can focus on growth.
Account opening, client onboarding, fee billing and document prep
Performance reporting and custodian coordination
Cybersecurity readiness and data management
Compliance testing and record keeping
Simplified Compliance Oversight
Let Dynamic help you navigate the ever-changing regulatory landscape. Our experienced compliance team ensures your practice stays aligned with industry standards, helping you manage risk and mitigate credibility as you grow.
Ongoing monitoring of regulatory changes and proactive support to help you stay compliant
Assistance with Form ADV updates, cybersecurity planning and maintaining books and records
Regular compliance testing and documentation to keep your firm audit-ready
Concierge Support to
Extend Your Reach
Impress clients and boost efficiency with access to Dynamic’s Concierge team, delivering white-glove service. We act as an extension of your practice — supporting everything from meeting prep and scheduling to client follow-up and onboarding.
Personalized, client-facing support
Seamless communication through Slack and email
Dedicated follow-up and meeting preparation
Designed to Help You
Build Your Practice
As an IAR, your priority is delivering exceptional service to your clients — without getting bogged down by operational hurdles. Partnering with Dynamic gives you the freedom to focus on what matters most, while we handle the rest. From investment management and compliance to back-office support and client-facing services, we deliver the people, resources and technology to help you scale with confidence.
Whether you’re transitioning from a restrictive RIA or simply looking to streamline your operations, we provide the technology infrastructure and vast experience to help you grow on your terms.
Together, We’re Ready
for What’s Next
Dynamic was designed for advisors at pivotal career moments. Allow us to bring together the people, resources and technology to customize a solution for you.