- You can access three of the industry’s top clearing firms.
- You can have compliance services that help build your business.
- You can have customized technology with a human touch.
- You can put your firm in a position to grow.
With Cantella, you can.
Independent Financial Professionals
You want to maximize your independenceBroker/Dealers
You want access to top tier service providersRegistered Investment Advisors
You want to be able to focus on client relationshipsTechnology Acquirers
You understand the value of an integrated solutionAccess to three powerful clearing platforms? You can count on it.
Advisor-centric compliance services
So you can work with confidence.
SAYING YES We believe there is often wide latitude for our financial professionals to pursue their business interests within the boundaries of prudent management.
Reg BI Ready Training, technology, and tools to support advisors in today's regulatory landscape.
ADVOCATES Members of Cantella are actively involved in industry groups in order to represent the best interests of our advisors.
Our leadership is young, diverse and you can always reach them.
Customized technology
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So you can work more productively.
The breadth and depth of our technology capabilities is one of the strengths our clients value most about us. Our goal is to deliver customized solutions that help you work more securely and effectively. We do that not by turning to third party vendors, but by building our technology in-house. It’s a difference that makes a difference.