RoundRock supports Advisors and their clients with an
array of systems and services.
First, our advisors receive a full complement of employment benefits, including healthcare insurance.
Our innovative technology systems provide/enable our client portal, CRM, reporting, compliance, scheduling, performance, aggregation, planning, trading, portfolio analysis, internal and client communications.
To help advisors support their clients we provide and offer advisors access to asset management, tax and accounting services, insurance, human resources and estate planning. For those with business clients our mergers & acquisitions services (business valuation, deal creation) allow them to broker client business sales and, in many cases, benefit from fees on proceeds under management.