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ADVISOR SOLUTIONS
CHALICE CAPITAL PARTNERS
Benefits of Aggregation & Integration
By joining Chalice Wealth Partners, you get access to some of the most innovative fintech products and services available to independent wealth advisors -, including Chalice Capital Partners, an RIA friendly Broker Dealer platform. Our industry veterans use their expertise to vet each of our offerings before they are placed on our shared services financial technology platform. And your access to it all is through a single sign-on – no more wading through logins and fee structures to find the right product for your clients.
The Best of Both Worlds
The Best of Both Worlds
Chalice Capital Partners is independently owned yet offers the robust level of service and comprehensive broker dealer capabilities you’d expect from a major wirehouse. Chalice Capital Partners solutions are fully integrated into Chalice Wealth Partners wealth management technology platform and provide a complete suite of products and services unique to the industry. When you add Chalice Capital Partners to your firm’s fintech platform, your independent advisory business will enjoy the economic benefits of higher payouts along with the support you’d expect from the finest financial institutions. Full Service Securities Brokerage
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Wirehouse Advisor Payout
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Independent Advisor Payout
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of advisors will be working with an independent, dually registered channel by 2018, managing 28% of assets
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RIA and hybrid RIA combined will increase their asset market share from 23% in 2015 to 28% in 2020

"We are committed to providing our financial advisors with leading-edge wealth management technology capabilities. Our technology is designed based on our advisors’ input and feedback so  the tools are built to maximize the effectiveness of our investment advisors. Our goal is to make our advisors’ lives and practices more efficient, more productive and more convenient, so they can focus on their clients’ needs."

- Vin Campagnoli, Raymond James CIO 

Fostering a Culture of Independence – Raymond James Brokerage Services
Being an independent financial advisor, you have the freedom and flexibility to run your business the way you choose. Chalice Capital Partners will celebrate your entrepreneurship by giving you access to the valuable tools of a wirehouse without the corporate conflicts. We have partnered with Raymond James for brokerage and banking services because they are a broker/dealer who owns a bank, not the other way around—an important distinction to financial professionals. Become a Chalice Wealth Partner Member to get access to this solution.
Fostering a Culture of Independence – Raymond James Brokerage Services