Cadaret, Grant Advantage: Make the leading edge your edge.
Cadaret, Grant Advantage is a dynamic, customizable suite of solutions that keeps you on the cutting edge of technology. It combines proprietary tools with carefully chosen third-party applications to provide you with powerful, timesaving capabilities.
Best of all, Cadaret, Grant Advantage is flexible. We’ll work with you to understand your needs, then recommend the best combination of tools from a wide-ranging portfolio that includes:
- www.cadaretgrant.com
Our information-packed advisor Web site and your portal to My E-Office.
- AdvantageOne
A powerful way to consolidate your clients’ investments.
- Pareto Platform
A daily task organizer, contact management program, and much more.
- DST™ Vision
The portal to mutual funds and variable annuities from more than 260 companies, customized for Cadaret, Grant.
- AdvisorCentral®
Your link to mutual fund and client account data for many of the industry’s largest investment organizations.
- NetExchange Pro®
Pershing’s online brokerage platform.
- Morningstar® Advisor Workstation: Cadaret, Grant Edition
A Web-based portfolio construction tool tailored for Cadaret, Grant Representatives
- TIMS BREU
Cadaret, Grant’s asset management and reporting platform for fee-based business.
- TIMSLink
Our proprietary trading software for fee-based advisors.
Still, Cadaret, Grant Advantage is more than what you see on a screen. Our dedicated Help Desk will work with you every step of the way, helping you choose the right platforms, guiding you through installation, training you and your staff, and providing unlimited support.
Ultimately, you’ll spend less time choosing and implementing software and more time managing and growing your practice. And that’s just the kind of edge you need in today’s competitive marketplace.
To learn more about Cadaret, Grant Advantage, view our demo. Or call Cadaret, Grant Recruiting at 800.288.8601 to arrange a live demonstration.