What Makes ProElite Service Platform Unique?

In addition to the exceptional support we provide to all our advisors, we offer PSP (ProElite Service Platform). PSP focuses solely on delivering additional services to our qualifying advisors for an even more exceptional level of support.

Onsite Business Consulting

Complimentary review of advisor’s practice to identify opportunities for productivity, quality, and increased service levels.

• Assess technology and processes being used to determine potential efficiency opportunities
• Gain a better understanding of each associate’s responsibilities within the advisor’s practice
• Provide a detailed summary report with recommendations on ways ProEquities can add value

Relationship-based Service

Partner with advisor to help exceed goals

• Dedicated 800-number and email address for immediate access to experienced Relationship Managers
• “One Stop Shop” support concept
• Exclusive networking opportunities with other “Top Tier” advisors

An Inside Partner within ProEquities

Our ProElite Advisors have a dedicated team of experienced Relationship Managers that serve as their liaison regarding:

• Product Support
• Operational issues, including commissions, trading, and account processing
• Compliance/Licensing issues and concerns