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:

Our information-packed financial professional website and your portal to Unio. This easy to use dashboard will be your Cadaret Grant “home base” for timely news, commission updates, form packages and more.


A powerful way to consolidate your clients’ investments. Powered by Albridge, AdvantageOne is a consolidated client statement platform.

Black Diamond

Dynamic, Web-based portfolio management and reporting software for fee-based accounts.


Pershing’s online brokerage platform.

Morningstar® Advisor Workstation: Cadaret Grant Edition

A Web-based portfolio construction tool tailored for Cadaret Grant Representatives.


A Client Relationship Management (CRM) system, including workflows, third party integrations, automatic communications and more.

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.

Doug Ketterer

Chief Executive Officer and Founding Partner

The vision and influence to advance an industry. Doug is passionate about the value of personal advice. He believes that customized solutions created by one advisor, working with one client, aren’t just the core of wealth management—but the key to its future. A well-known Wall Street thought leader with over 30 years in the industry, Doug is a sought-after source of ideas that elevate the advisor-client experience. With insight gained as a long-time Morgan Stanley executive, and a clear-eyed commitment to the principles he preaches, Doug is in the right place to lead Atria, its subsidiaries—and the advisors they serve—to a better future.