Resource Partners
Independent but not alone, we work with world-class resource partners, including Fidelity Investments and Charles Schwab as our recommended custodians, and Dynasty Financial Partners as our multi-layered platform, providing investment, operational and administrative support.
Fidelity Investments® is one of the world’s largest providers of financial services. Founded in 1946, the firm is a leading provider of investment management, retirement planning, portfolio guidance, brokerage, employee benefit programs, and many other financial products and services to more than 32 million individuals and more than 13,000 financial institutions. For more information about Fidelity Investments, visit Fidelity.com.
With more than $12 trillion in total client assets, Schwab is a market leader of custodial, operational and trading support to professional wealth management firms like Quotient. Through its subsidiary Charles Schwab Bank, an FDIC insured institution, Schwab offers direct deposit, online bill pay, check writing, debit cards, Apple Pay™ link and more
Dynasty’s fully customizable platform provides Quotient end-to-end business support from a proven team, plus unrivaled access to distinctive products, enabling us to offer clients efficient, cost-effective, and comprehensive service. Dynasty’s relationships with the world’s top portfolio managers, research firms and other providers allow us to deliver objectivity, transparency and trust.
Deep analysis and comprehensive planning functionality to serve the complex needs of your today, and tomorrow.
Award-winning financial safety platform. Stay safe from the latest digital threats, scams, and everyday money mistakes.
Personalized caregiving support designed to support clients through every stage of the caregiving journey.