Home Office Support: Centralize, Standardize, and Empower Your Advisor Network

A comprehensive enterprise solution to centralize data access, facilitate compliance, and empower your advisors with curated, firm-approved investment options and materials. For large RIAs, broker-dealers, and financial institutions, our Home Office Support solution is a powerful, permissions-based configuration of the core ETF Action platform. It provides the technology needed to build a smarter, more cohesive advisor ecosystem, replacing disparate workflows with a single, integrated platform for research, model distribution, and compliance oversight.

A Unified, Integrated Experience

Our solution is built directly into the ETF Action platform, offering a flexible, custom-branded experience for your enterprise. Through a sophisticated permissions engine, you control precisely who sees what—from approved fund lists and proprietary models to specific research tools—ensuring each advisor has access to exactly what they need.

Streamline Compliance and Oversight

Maintain control and simplify your compliance process with powerful oversight tools. The core of our Home Office solution is the ability to create

Custom Approved/Select Lists. This functionality, enforced through platform permissions, ensures that when your advisors use the platform for research and model building, they are operating within a universe of investments curated and approved by your firm, dramatically reducing off-list risk.

Empower Advisors with Premier Tools and Models

Equip your advisors with the firm-approved strategies and materials they need to succeed. Your integrated Home Office solution can include an optional Private Model Marketplace where you can showcase:

  • Your firm’s proprietary investment models.
  • A curated selection of approved third-party model portfolios.
  • Custom, firm-branded collateral and automated reports like model proposals and fact sheets.

A Unique Partnership Model for Advisor Adoption

Our flexible permissions engine powers a unique and cost-effective partnership model for advisor adoption. As a Home Office partner, you can make specific models, approved lists, and research capabilities available to your advisors for free when they create an account.

Advisors who want to unlock the platform’s full potential—including advanced model building and unlimited report generation—can then upgrade their individual licenses at a significant, pre-negotiated discount. It’s a seamless way to provide foundational value to all while offering a clear path to enhanced capabilities for your top producers.

Comprehensive Capabilities for Your Enterprise

  • Custom Approved/Select Lists to ensure investment policy alignment.
  • Private Model Marketplace option for distributing proprietary and third-party models.
  • Firm-Wide Research & Comparison Tools powered by FactSet data.
  • Automated Reporting & Collateral to ensure brand consistency.
  • Internal Team Channels for seamless communication between the home office and the field.
  • Historical Data Analytics & File Delivery for your firm’s research and quant teams.
  • Custom Integrations & Single Sign-On for a seamless user experience.

Build a Smarter Ecosystem for Your Advisors

Ready to see how our integrated Home Office solution can unify your network and drive growth?

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