What We Offer Advisors
Leads
We'll work with you to enhance your business development efforts and place more prospects in front of you.
Integrated Tech Stack
We invest in the technology to create a better experience for you and your clients. Built for scale, ready to adapt.
Infrastructure Built for Support
Streamline your day-to-day operations and reduce overhead. Take advantage of our in-house resources including portfolio management, compliance, marketing, and operations.
Our Expertise, Your Growth
Annual Data from August 2018 - December 2020
2020 Growth
Increased AUM
$34,677,575.92Prospect Meetings
84New Clients
46Increase in Revenue
154%Leads Generated
367An Engaging Online Experience for Your Clients

Customized client portal to give you the competitive edge you need to attract and retain clients.


A CRM for Financial Advisors

CRM that's integrated with portfolio management system, client portal, and custodial platforms to provide key analytics for your business. Track business development progress, prepare for meetings, monitor your key centers of influence for referrals, and much more.





Powerful Data Aggregation, Analytics, & Business Intelligence Reporting
Custom Trading & Rebalancing
Streamline Operations, Account Opening & Billing
Differentiate Your Services with Intuitive Financial & Tax Planning
Built for Scale. Built for Growth.
Leverage Canter Companies' Real Estate Expertise
Build a Succession Plan
You've spent a career helping clients prepare for retirement, now it's time to prepare for yours
73% of advisors don't have a succession plan _
As many as 99% of today’s independent advisory firms will not survive beyond their founder
The continuity of your business is crucial to ensure a continuity of care for your clients
The continuity of your business is crucial to ensure a continuity of care for your clients
Peace of Mind
Provide your clients with peace of mind knowing that they will be taken care of in your absence
Smooth Transitions
Minimize service disruptions and client harm
Risk Protection
Make sure your business runs smoothly in the event of an accident or prolonged illness






T | 858.812.7550 E | [email protected]
Canter Wealth is a division of CANTER COMPANIES