The C-PAS management team includes members that have worked in the financial services industry since the early 1980s. They have worked as registered representatives, broker-dealers (BDs), investment advisor representatives, registered investment advisors, etc. They have experienced bear markets, bull markets, highly demanding registered representatives, shrinking profit margins, fad investments, increasing scrutiny by regulators, the rise of fee-based investment advice, a constantly evolving industry, etc. In short, they have dealt with all of the issues that you have faced and are currently facing.

Members of the management team lean on their experience when enhancing the offering of C-PAS. Their experience led them to pro-actively anticipate what advisors would demand out of the platform. Additionally, members of the team considered the specific needs of broker-dealers. Conversations with executives at broker-dealers revealed that one of the largest obstacles they are facing is providing their advisors with the resources that they need to succeed. Among other things, their advisors are demanding the latest technology and enhanced investment products to offer clients. Most broker-dealers are weighing the costs and benefits of creating a solution via outsourcing or developing one in-house. We can provide guidance on which choice is right for you.

Broker-dealers can look to C-PAS as an outsourcing solution that will give their advisors access to the proprietary technology of Parametric, a proven UMA platform and the C-PAS management team that is committed to having a successful relationship with all of its BD clients.