Financial Advisor Essentials
Switching to Brookwood is painless. It’s the best move you can make for your financial advisory business.
Everything You Need to Be Successful
Joining Brookwood is seamless and straightforward, giving entrepreneurial financial advisors quick access to a full suite of innovative tools and services. With dedicated support, top-tier technologies, and a personalized onboarding experience, we make the transition smooth, efficient, and comprehensive.
All the Essentials
Streamline your practice management with intuitive CRM, financial management tools, and comprehensive back-office support. See details…
Cutting Edge Strategies
Optimize investment decisions and enhance performance with exclusive AI-driven asset management strategies. Learn more...
High-Touch Professional Support
Get personalized assistance with compliance, performance coaching, outsourced CIO services, and administrative tasks. Learn more...
Expand Your Client Offering
Expand your services with advanced tools for lending, estate planning, behavioral finance, and comprehensive financial planning. Learn more...
Work with Best-in-Class Advisory Management Resources
At Brookwood, financial advisors receive immediate access to advanced back-office software and services. Our suite of practice management tools and back-office services includes trading, billing, accounting, reporting, CRM, research, risk analysis, proposal generation, and more.
Brookwood Investment Group offers a comprehensive suite of software solutions designed to enhance your advisor experience. Our top-of-the-line trading, billing & accounting, reporting, CRM, research, risk analysis, and proposal generation tools streamline operations and free up your time for strategic client engagement. With customizable solutions tailored to your specific needs, you can optimize your workflow and deliver exceptional service to your clients. Join us today and experience the power of Brookwood's software solutions.
Trade Desk
Manage trades efficiently with our intuitive trade desk platform and services, designed for seamless and accurate transactions.
Billing & Accounting
Automate billing and accounting with precise systems and support, ensuring accurate financial management.
CRM
Use our powerful CRM to manage client relationships, track interactions, and enhance client engagement.
Proposal Generation
Create compelling, customized proposals easily with our sophisticated proposal generation tools.
Risk Analysis
Analyze and mitigate risk with advanced tools that provide thoughtful insights and comprehensive risk management strategies.
Reporting
Generate detailed, customizable reports to provide clear insights into your practice's performance and client engagements.
Compliance
Stay compliant with regulatory requirements using integrated, proactive compliance support and monitoring tools. Learn more ...
Research
Access extensive research resources (and research support) to stay informed and to make well-founded investment decisions.
Financial Planning
Develop detailed, personalized financial plans with our comprehensive, easy-to-use financial planning software. Learn more ...
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Lending
Offer clients diverse lending options with our integrated lending platform for seamless loan management. Learn more…
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Estate Planning
Simplify estate planning with tools to create wills, trusts, and asset protection strategies. Learn more…
Behavioral Finance
Understand and address clients' financial behaviors with tools that analyze risk tolerance and decision-making. Learn more…
Essential Advisor Software is Only the Start
Brookwood also offers the cutting-edge software you need to expand your advisory business into a complete wealth management practice: financial planning, lending, estate planning, and more!
Brookwood is Custodian-Agnostic
With Brookwood as your RIA partner, you'll have the freedom to choose the custodial platform that best suits your practice. Our custodian-agnostic approach ensures seamless integration with your preferred custodian, optimizing operations and enhancing client service. We adapt our technology and support to fit your needs, providing a smooth experience no matter which custodian you choose.
With Brookwood, your flexibility to operate as you see fit is always supported.
Personalized, Attentive Onboarding
At Brookwood, our personalized onboarding is designed to give you and your firm a smooth transition to our community. Our team works closely with you to understand what success means for you, customizing the onboarding process to meet your unique goals.
We’ll handle all the details, from setting up practice management tools and integrating your systems to planning the services and coaching you need to grow. Throughout the transition, you can maintain your client focus.
Our support doesn't end with onboarding—we’re here to help you succeed, however you define it. Join Brookwood, where your success is our business.
A Simple Plan to Grow Your Financial Advisory
Ready to start making something big happen? Ready to embrace tomorrow, and to start building a bigger, better financial advisory today? Brookwood is dedicated to helping you be successful, even in the midst of rapid change. Work with us to shift your business into high gear. You can do it in three simple steps.
Join Brookwood
The first step is easy. Start a conversation. Tell us about your needs and goals. We'll set you up with everything you need, and we'll work with you to develop a plan designed for success on your terms.
Use Brookwood
We’ll provide everything you need to step out from the crowd, build better relationships, and grow. Access advanced resources, personalized support, and a close community of entrepreneurial financial advisors.
Grow Your Business
Realize your advisory's full potential. Build great client relationships. Earn more of them. Succeed on your terms. We'll work hard to ensure your success is sustainable and rugged enough for the long haul.
Success Stories
Brookwood provides the resources and support I need to focus on growing my business and serving my clients (instead of getting stuck on all the "other" stuff). It's an independent and entrepreneurial platform without all the red tape that many organizations have.
Ross Atefi
Yatra Wealth Design
Brookwood’s resources have helped me focus on building my business while offering a succession plan for my clients after 42 years.
Steve Schippel
Schippel Consulting
At Brookwood, I've found true autonomy to shape my practice, backed by compliance that actually supports my growth instead of hindering it. The team's unwavering support has been crucial in building my unique advisory business.
Cassie Kang
CK Wealth Management
Brookwood feels like a true partner the way they approach relationships with their advisors. The support, resources and guidance I receive from them allows me to focus on providing the best service to my clients as I possibly can.
Zachary Jones
Dovetail Capital Management
Start Your Journey with Brookwood.
Begin your path to success with our expert guidance and proven solutions.
FAQs
Find answers to frequently asked questions about Brookwood Investment Group and our services.
Brookwood's "Financial Advisor Essentials" includes a comprehensive suite of tools and services to streamline practice management. This offering features intuitive CRM, financial management tools, back-office support, AI-driven asset management strategies, compliance assistance, performance coaching, and more to help advisors optimize their practices.
Brookwood provides a personalized onboarding experience designed to be seamless and efficient. Our team handles all the details—from setting up practice management tools to integrating your systems—ensuring you can focus on your clients while we make the transition to our RIA platform smooth.
Brookwood offers a range of advanced practice management tools, including trading platforms, billing and accounting systems, CRM software, proposal generation tools, risk analysis, reporting, and compliance support. These resources are designed to enhance operational efficiency and client engagement.
Yes, you can continue your current custodial relationship when you make Brookwood your RIA partner. Our custodian-agnostic approach allows you to choose the custodial platform that best suits your practice. We provide seamless integration with your chosen custodian, ensuring that your operations run smoothly while you maintain your existing client service standards.
Yes, Brookwood provides tools and resources to help financial advisors expand their service offerings. This includes support for financial planning, lending, estate planning, and behavioral finance, enabling you to provide comprehensive wealth management solutions to your clients.
What makes Brookwood’s AI-driven strategies unique?
Our AI-driven strategies use advanced analytics to optimize investment decisions and enhance performance potential. By leveraging cutting-edge technology, advisors can access exclusive asset management strategies that provide a competitive edge in the market.
Brookwood offers proactive compliance support, including integrated monitoring tools and resources to help you stay compliant with regulatory requirements. Our team provides ongoing assistance to ensure your practice operates within the necessary guidelines.
Brookwood provides a powerful CRM tool that helps manage client relationships, track interactions, and enhance client engagement. Our CRM is designed to streamline communication and improve the overall client experience.
Brookwood offers extensive research resources and support, enabling advisors to stay informed and make well-founded investment decisions. Our research tools provide access to the latest market data, analysis, and insights.
Brookwood offers advanced risk analysis tools to help financial advisors analyze and mitigate risks. Our resources provide comprehensive insights and strategies for managing risk effectively, helping you make informed decisions to protect your clients' investments.
Getting started with Brookwood is easy. Simply reach out to us for a personalized consultation, and our team will guide you through the onboarding process, customize your setup, and provide all the tools and support you need to grow your business.