Advisor Channel 3D Asset Management already collaborates with fee based financial advisors to deliver ETF based portfolios. There is an opportunity to expand the advisor network with value added services such as marketing support, independent consultant programs, and exclusive ETF access to drive advisor acquisition and retention.

ETF Partnerships Strengthen ties with ETF issuers and expand access to ETF strategies across retirement plans and individual accounts, leveraging 3D portfolio construction capabilities to offer differentiated solutions.

Retirement Focus A strong emphasis on retirement plans and retirement income markets creates sales potential with plan sponsors and retirement service providers seeking turnkey investment strategies and ongoing monitoring.

Practice Growth 3D provides practice enhancing solutions that can be augmented with marketing automation, client onboarding improvements, and portfolio monitoring tools to help advisors scale wealth management practices.

Digital Enablement Leverage 3D’s online presence and analytics capabilities to offer digital marketing bundles, client onboarding flows, and data driven reporting that improves advisor acquisition and client experience.