Charles Schwab is an industry leading custodian, committed to protecting client assets and providing the foundational strength to ensure the protection of client information.
Topsail Wealth Management has complete access to investment products through Schwab’s open architecture, with investment products of all major institutions, including Vanguard.
Topsail Wealth Management uses eMoney’s premier package which includes advanced planning for a truly integrated solution that enables planning for all clients regardless of financial situation, on a single platform. eMoney provides technology solutions and services that help people talk about money. Rooted in holistic financial planning, eMoney solutions strengthen client relationships, streamline business operations, enhance business development, and drive overall growth. More than 77,000 financial professionals across firms of all sizes use the eMoney platform to serve more than 4 million households throughout the U.S
INVESTMENT & REPORTING
SS&C Black Diamond powers Topsail’s client portal, providing clients access to detailed investment, allocation, and performance reporting.
REGULATORY & COMPLIANCE
Independent Advisor Alliance is the registered investment adviser entity and as such provides back-office support and compliance oversight to ensure a secure, seamless, and first-class experience designed for you.
Based in Charlotte, N.C., Independent Advisor Alliance (IAA) is strategically focused on building a community of successful independent advisors serving the financial and retirement needs of individuals and businesses. IAA provides its affiliated advisors with customized support services designed to optimize efficiencies, and reduce expenses.