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Other - MAY 16, 2019

Chalice Financial Network partners with WeWork

by Released

Chalice Financial Network (CFN), a Software-as-a-Service (SaaS)-based member-benefit organization for independent financial advisers, has partnered with Riskalyze, NRS and WeWork, which greatly enhance CFN’s ability to connect wealth management practices with the best portfolio analysis, compliance support and office space providers on the market.

CFN members can gain discounted access to:

  • Riskalyze: The leader in automated risk analysis software for independent wealth managers offers Chalice members popular tools including Autopilot for automating trades across client accounts, Riskalyze Retirement Solutions for 401(k) planning, and Compliance Cloud for the changing fiduciary landscape.
  • NRS: The provider of comprehensive support for compliance, regulatory exam and registration services for RIAs, broker-dealers and investment companies offers Chalice members three tiers of service — basic, premium and plus — that include consulting, technology and training solutions.
  • WeWork: The provider of flexible workspace solutions in more than 100 cities worldwide offers Chalice members state-of-the-art office space on a month-to-month basis, allowing advisers to instill confidence in clients with impressive surroundings, while testing new markets before signing a long-term lease.
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