Optimization solutions for independent advisors.

Maximize the value you provide to your clients by optimizing your portfolios and presentation materials.

Why choose the Standop Program^MD?

Grow your assets under management

CRM2: Maximize the perceived value of your services

Be systematic in your business practices

Increase the value of your business

Our approach

Portfolio Optimization

We help you optimize and personalize portfolios

Marketing

Portfolio assessment tools

Ongoing Support

Support for business development

Do you want us to contact you?

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Your main business concern

Grow my assets under management CRM2: Maximize the perceived value of my services Systematize my business practices Increase the value of my business Other