innovative benefits

dynasty desktop dynasty experience financing investment platform mergers & acquisitions transitions

dynasty desktop

Dynasty provides functionality and integration across RIA practice areas, including client and relationship management, planning, workflow, reporting, portfolio management, analytics, and research and practice management. It puts complete client information at your fingertips, pulling together CRM, wealth management, and investment management data in one place. Our scale gives you access to institutional pricing and due diligence, practice management, succession planning and marketing services.

dynasty: technologies
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dynasty experience

Dynasty is committed to being a growth partner to its Network Advisors and helping the industry’s best get even better. An important part of membership in the Dynasty Network is the opportunity to be a part of irreplaceable shared experiences with the likeminded, elite advisors. Dynasty provides unparalleled events and experiences throughout the year – all designed to foster collaboration, idea exchange and the opportunity for partnering across the Network. These programs are exclusively for Dynasty Network firms and include:

  • The Annual Partner’s Summit

  • The Summit Series monthly call and event program

  • Network “LIVE!” regional conferences

  • Innovative and customized Concierge Services and extraordinary End Client Events

The Dynasty Experience is designed to support independent advisors committed to connecting, collaborating, and continued growth.

“A huge part of the Dynasty experience is creating access to one of a kind collaborative opportunities for Network advisors. Our annual Partner’s Summit is truly unlike anything else in the industry, independent or otherwise. We provide Network firms an exclusive setting along with unparalleled events & experiences designed to foster interaction & collaboration. What happens is the truly magical and what we like to call The Network Effect.”

--Michelle Eikrem, Director, Dynasty Experience

dynasty: communities
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dynasty financing

There’s no reason to defer your dream simply because you lack the start-up or working capital necessary to support your long-term goals.

We offer a comprehensive lending program — and never ask for any equity in return. Use our lending program to pay back retention bonuses, provide working capital, buy other RIAs, or fund succession planning. Financing amounts range from 10% to 50% of revenue, with a maximum six-year repayment option.

dynasty: finance
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dynasty investment platform

To help independent advisors best protect and grow their clients’ wealth with absolute objectivity, our comprehensive, open-architecture platform provides the finest wealth management and technological tools available.

Our outsourced CIO functionality is led by Dynasty’s investment committee and supported by institutional research partners which includes Callan Associates and Wilshire Associates.

dynasty: investment/operations
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dynasty mergers & acquisitions

Five current trends are creating a “perfect storm” within the independent advisor industry, leading more independent advisors to consider merging with an existing RIA or joining with other advisors to form an independent firm.

Whether you’re interested in succession planning or pursuing growth, our expert team can help you develop a complete strategy, find suitable partners, and provide the financing and resources needed.

dynasty: investment/operations
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Demographic changes
Forty-five percent of RIA clients are over age 60, according to Cerulli Associates (Footnote: Cerulli RIA Marketplace 2014). Yet Cerulli found that nearly 100,000 advisors, or 32% of the total advisor population, plan to retire or exit the business in the next 10 years.

A need for economies of scale
Higher assets under management give institutional investors greater comfort and encourage custodians and service providers to offer price discounts.

A desire for access to new geographic markets
Merging with an RIA in another state or region can leverage local relationships, office space for meetings and provide resources to clients that maintain multiple residences.

Rising core services fees and costs
By merging with a larger entity, an RIA can leverage a better platform at a reduced cost.

Growing demand for highly customized services and solutions
Advisors are partnering with other RIAs to take advantage of each other’s complementary skill sets and expertise.

dynasty transitions

Learn about transition assistance
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With Dynasty, you can leave your current position and be immediately up and running your new business. Our integrated platform offers best-in-class systems and strategic service providers, giving you the functionality and support you need to realize your dream of business ownership.

Our expert team has helped dozens of advisor teams to independence. They guide you every step of the way using a detailed, hands-on process. From real estate and technology to compliance and broker protocol issues, nothing is left to chance. Dynasty will help you build your brand and articulate your unique message visually and verbally in print and on the web. We’ll even provide financing and stand behind you long after the transition.

“Independence is what Dynasty was founded on. Our whole purpose is to help financial advisers to serve their clients in an independent manner.”

– Todd Thomson, Chairman, Dynasty Financial Partners

dynasty: practice management
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