Optivise was built as a service model that caters to the development and enhancement of your practice. 

We leverage our in-depth experience, leading-edge technology, and collaborative teamwork with you to improve your workflow processes, increase your marketing presence, design goals-based financial plans, provide air-tight compliance measures, and respond to your client’s immediate needs- so that you have more time for your priorities. 

Our Platform

Here you have the universe of investment solutions at your disposal to best serve the needs of your clients. Optivise’s platform is designed to give your clients an enhanced experience, while giving you the tools, techniques, and tips through technology and resources to run a well-streamlined practice.  

Our Process

The “3M’s.”

When you join Optivise Advisory Services, our Operations & Adviser Relations teams become your teams. Optivise provides exceptional back-office support and a whole lot more. We start by collaborating with you to set your unique goals. As you grow, we then work to expand your practice, help you identify and open up new opportunities, and be that outside voice when you need another perspective. Our adviser and practice development process is designed as an impactful,  growth-oriented path within a consultative, multi-dimensional framework that places you at the point where you only need to focus on what we call “The 3M’s:” 

Meeting Qualified Prospects, Managing Relationships, and Making Comprehensive Recommendations