Clearing Firm
Sage Rutty advisors have a choice in clearing platform.
We have a major wirehouse technology platform that most of our advisors utilize. This platform contains the same resources as one of the world's largest broker-dealers including trading, research, client account dashboard, practice management tools, investment news, planning software, quotes, market data, reporting, and many other features.
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Some advisors choose to use a different technology platform to run their business. This flexibility allows advisors to find what works best for their clients.
Products and Services
No proprietary products. No lack of investment options.
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We work with leading mutual fund and institutional money managers.
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Sage Rutty & Co. provides your clients with a wide, constantly updated selection of financial products and services in an effort to assist our advisors and to best serve clients’ ever-changing needs.
Tech Support
To help keep our advisors' business running smoothly, Sage Rutty employs two, full time, on-site IT professionals. No more 800 number to talk to a tech help desk; our support is just down the hall.
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Technology
We provide our advisors a full technology suite. These programs include:
Junxure - Industry CRM
ShareFile - Securely communicate with clients
RightSignature - Send a document for signature electronically
VPN System - Work remotely
Plus many more, all at no cost.