Trusted Advisory Service
A platform connecting Private Wealth with Global expert advisors
Trusted Advisory Services (TAS) is a secure web-based B2B platform that Bridges Trusted Relationships between the Private Wealth Services organizations and the global Professional Expertise ecosystem.
TAS facilitates Private Wealth Services, such as family enterprises, family offices, multifamily offices, public and private trust companies, and wealth management firms to engage with the global community of Professional Expertise such as registered investment advisors, financial planners, tax and estate attorneys, accountants, valuators, and insurance brokers.
The platform provides the ability for the parties to securely communicate, share and collaborate their service requests, contracts and deliverables with the assitance of AI.
Private Wealth Services
- Service Request – Publish Public and Private Offers to Jurisdictionally Licensed Advisors
- Offer Management and Communication with Advisors
- Advisor Relationship Management
- Contract Management with Digital Signature, Supported by AI for Contract Insight
- Digital Vault for Securely Sharing Documents and Collaborating with Multiple Advisors
Professional Experts
- Respond to Published Offers
- Communicate with Service Requestor for Offer Clarification and Negotiate Terms of Engagement
- Negotiate Fees or Establish a Rate Card
- Submit Deliverables to the Digital Vault
- AI Assistant Supporting Advisor Deliverables
- AI Assisted Delivery Management
- Advisor Rating