Atria Wealth Solutions Adds Business Texting

Wealth Management

February 6, 2020

Atria Wealth Solutions’ broker/dealer subsidiaries are the latest group of financial professionals to get access to compliant business text solutions, the firm announced on Thursday. Integrated into the firm’s advisor dashboard, business texting is available to more than 1,300 advisors at CUSO Financial Services, L.P., Sorrento Pacific Financial and Cadaret, Grant & Co., with the remaining 700 or so advisors at other subsidiaries expected to receive the service by year-end.

Advisors access the text messaging tool via their desktops and send text messages by way of an interface that looks like an instant messaging portal. Clients receive the messages on their phones, after opting into the service. Business texting is baked into the platform, called Unio™, which also provides advisors with CRM, reporting and customizable workflow capabilities.

Continue reading