What if you could outsource all of the burdensome administrative tasks and focus on growing your bottom line? Convergent Wealth Advisors has introduced a program with that in mind.
The Washington, D.C., based wealth manager, which has over $10 billion in assets under management, announced Tuesday it launched Catapult by Convergent, a program designed for RIAs to relieves the burdens of marketing, research, technology, reporting, compliance, and client service.
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