logo
CHALICE ENTERPRISE SOLUTIONS
Corporate Services for Independent Advisors
PAYROLL • HR • BENEFITS
When you become a member of Chalice Wealth Partners, some of the most innovative products and services available to wealth advisors will be at your fingertips. A single sign-on will be all you need to access everything. Our wealth management platform solutions are thoroughly vetted by industry veterans before they are added to our shared services financial technology platform. Get ready to stop seeking and start doing.
Hover Image Hover Image
Corporate Services For Your Business
Corporate Services For Your Business
Chalice Enterprise Solutions provides wealth advisors who are independent business owners the ability to scale their businesses through the power of a membership organization. Historically, this wasn’t possible for small-to-mid-sized firms. We changed all that. The beauty of shared services is how they positively impact the core of your business. Costs are spread across many members, resulting in deep discounts that benefit your profit margins—and ultimately enhance the value of your wealth management Eliminate Non-Revenue Producing Activities through Business Process Outsourcing
Eliminate Non-Revenue Producing Activities through Business Process Outsourcing
Eliminate Non-Revenue Producing Activities through Business Process Outsourcing
As a business owner, you know how time- consuming back office work can be. On average, small business owners spend 25%-35% of their time on HR tasks, but 49% of those who outsource HR achieve cost savings. Imagine having a single point of entry and a single sign-on to access the important corporate services you need to run your business. From payroll and benefits, to IT and compliance, Chalice Enterprise Solutions effectively aggregates and efficiently integrates these shared services in one place, on one platform, with one sign-on.
Oasis, our outsourcing partner, has the size, scope, and scale to meet your business needs:
Infographic Image
Established in 1996
Infographic Image
$6.2 billion in revenue
Infographic Image
Serving 6,000 clients nationally
Infographic Image
200,000 working employees
Attract and Retain Top Employees Who Contribute to Your Success
Through our partnership with Oasis Outsourcing, you can now create a menu of employee benefits that rival Fortune 500 offerings. The research is done and the choices are presented clearly so you can balance the needs of your business with valuable, cost-effective benefits for your employees. The right mix of benefits can attract top talent and inspire loyalty in key employees—critical components to improving the bottom line.
Attract and Retain Top Employees Who Contribute to Your Success