Integrated’s “Everything but the Client” Advisor Solutions Platform delivers all the technology, services, and support for financial advisors to operate a successful and compliant independent advisory practice, empowering advisors with 100% ownership of their business and the freedom to focus on their clients.INTEGRATED'S MISSIONTo shape the future of financial services by empowering our network advisors, team members, and strategic partners to create independent ownership opportunities for every financial professional through innovative strategies and unparalleled service.Transition. Compliance. Operations. Technology. Investments. Branding.GET INTEGRATED!

ComplianceWorks was born in 2007 out of the need for small-to-medium sized investment advisers and broker-dealers to have access to professional compliance help without breaking the budget. ComplianceWorks helped clients complete compliance tasks on a specific task basis on up to outsourced CCO levels of service.

Mission Funds is a firm dedicated to seeing beyond typical investment philosophies, and instead using innovative strategies and a core dexterity to pursue the returns our investors are seeking. With seasoned fund managers who’ve managed money through bull and bear markets, we have the experience to back our fresh perspectives with front-line knowledge and acuity.

Senior compliance consultant

Research product management, trader, Chief Compliance and Administrative Officer