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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.
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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, through its partnerships, effectively aggregates and efficiently integrates these shared services in one place, on one platform, with one sign-on.
Attract and Retain Top Employees Who Contribute to Your Success
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.
Oasis, our outsourcing partner, has the size, scope, and scale to meet your business needs:
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Established in 1996
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$6.2 billion in revenue
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Serving 6,000 clients nationally
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200,000 working employees

 

About Oasis

Oasis Outsourcing is one of the largest Professional Employer Organizations (PEOs) in the country. Oasis provides Human Resources, Employee Benefits, Healthcare Reform (ACA), Payroll Administration and Risk Management services on an outsourced basis. Serving thousands of clients throughout the United States, Oasis offers comprehensive human resources-related products and services that help small- and medium-sized businesses compete with Fortune500 companies.


Oasis has consistently exceeded industry standards by providing clients with a high level of personalized service and by aggregating the buying power of its member companies to provide cost-savings and synergies. Oasis’  competitive advantages include a seasoned management team, a full service a la carte menu of Human Resources and staffing alternatives, attractive insurance options, stringent underwriting guidelines, strong partnerships with complementary business organizations and the backing of a financially solid parent corporation with an unimpeachable reputation in the business-to-business services industry.
 
Formed in 1996 as a subsidiary of The Wackenhut Corporation, Oasis is a global leader in the PEO industry.