Fee-Based Business Done Right
Wealth Management is a role of dedication, diligence, and fiduciary responsibility. Chalice Wealth Advisors is dedicated to giving financial advisors access to fee-based wealth management services and support, without the complications of managing their own Registered Investment Advisory (RIA). Joining the Chalice Financial Network provides members access to a suite of products and services, bespoke to their business’ needs. Along with agnostically supporting RIA business, Chalice Wealth Advisors gives access to products such as a CRM (Customer Relationship Management) system tailored to Financial Services and a cutting edge, white labeled TAMP (Turn-Key Asset Management Platform), accessible as a single-sign-on for all Chalice Financial Network members.
RIA Solutions for Independent Advisors
RIA Solutions for Independent Advisors
Chalice Wealth Advisors is an independent and corporate RIA for advisors who want to affiliate without the complication of managing their own RIA. As a member of the Chalice Financial Network, the Chalice Wealth Advisors solution gives you access to fee-based wealth management services and support—along with the robust technology needed to manage your business better.

Back and Middle Office Services

We execute the critical back office services so you can spend time with clients and build your practice: 

• Managing the set up and administration of custodians

• Administering account opening, transfers, money movement, cost basis and other account related tasks, document preparation for electronic signature

• Account billing, including fee calculations for advisory fees and invoices for planning fees as specified by you

• Cost basis updates and other account related administration

• Client communication and administration of client portals

• Investment administration, including cash for fees, rebalancing, and monitoring for distributions and contributions

• Account aggregation for consolidated reporting, monitoring, management and billing

• Technology platform administration and security management for CRM, planning, portfolio management, email, documents and client portals

• Client reporting, including generation and delivery of performance and other reports

• Custodian relationship management to ensure you and your clients have the best pricing, access and resources

• Full access to a team of technology, investment management, operational and compliance knowledge resources and related training


RIA? Brokerage? Hybrid? You Choose.
Independent advisors are embracing the RIA model more than ever, but many still have commission-based clients. The Chalice Wealth Advisors solution will support any practice model. Combining superior commission- and fee-based capabilities into a single platform that will enable advisors to evolve their business seamlessly.
RIA? Brokerage? Hybrid? You Choose.