For financial professionals, office technology needs to be convenient, useful and most importantly, build business.

With that in mind, Cadaret Grant has customized a technology platform that lets you do what you do best – help your clients meet and exceed their financial goals – without delay or distraction. Cadaret Grant Advantage (our proprietary suite of customizable software) lets you use technology as much or as little as you want, with a full-time support desk that assists every step of the way. From one-on-one tutorials to individual office visits, we never let technology sidetrack you or your staff from the more important business of reaching out to clients and serving them better.