- Broker-Dealer and Investment Advisor Registration
- Broker-Dealer Consulting
- Capital Connections
- Chaperoning
- DTCC/NSCC Fund Sponsorship
- FINOP and Accounting Services
- Fund Officer Services
- Investment Advisor Consulting
- NFA Consulting
- Legal Underwriting + Placement Agent Services
- Private Label Broker-Dealer Offering
- Technology Solutions
- Vendor Selection + Management
- Website Services