New York, NY — June 22, 2022 — ThinkAdvisor today announced Atria Wealth Solutions, Inc. (“Atria”), a wealth management solutions company, has earned two finalist nominations in its second annual Luminaries Awards program. According to ThinkAdvisor, the Luminaries Awards recognize the dynamic and inclusive ways that firms and executives are driving the wealth, investment and retirement industry forward.
ThinkAdvisor recognized Atria in the two following categories:
Executive Leadership — Firms
Atria Wealth Solutions
Since 2017, the Atria Wealth Solutions leadership team has launched two business channels, grown to over $100 billion in assets under administration, acquired six broker-dealers, hit a milestone of having some 450 employees in its home-office locations, developed ties to 183 financial institutions, and supported its technology platform for nearly 2,500 financial professionals. It also says that about 100,000 accounts were opened using its Unio™ New Account Opening platform.
The firm adds that it has one of the industry’s highest first-call resolution rates and a large number of on-platform account openings. Using its Unio™ new account opening system, advisors can save time and improve efficiencies: brokerage accounts, for instance, can be opened in as little as five minutes and advisory accounts in as few as 10, it says. Plus, the team has rolled out several credit union and bank affiliation approaches, which means banks can keep their own brands while taking advantage of Atria’s mobile-friendly technology platform, for example.
Executive Leadership — Individuals
Brian Bichler, Head of Platform Experience
As head of Platform Experience for Atria Wealth Solutions, Brian Bichler led the introduction of “a customized tech platform designed to support all aspects of a financial professionals’ business,’’ according to the firm. “The launch of Unio™ began with Bichler’s vision of an all-inclusive, integrated and interactive program management tool.”
His work and vision for the platform have made it “a mature and vital part of everyday life for [the close to 2,500] financial professionals in the Atria network, and its easy-to-use features have garnered rave reviews and registered strong engagement,” the firm explained. “The high level of satisfaction reported among financial professionals in the Atria network supports the objective of the firm — namely, to design technology to enhance, not replace, the critically important financial professional-client relationship.”
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About Atria Wealth Solutions, Inc.
Atria Wealth Solutions, Inc. (Atria), headquartered in New York City, is a wealth management solutions holding company focused on delivering a clear path to the future of financial advice for financial professionals, financial institutions and their clients. Atria’s broker-dealer subsidiaries, located throughout the U.S., empower financial institutions and independent financial professionals with a sophisticated set of tools, services and capabilities that deepen client relationships and maximize efficiencies in their practices.
Atria has six broker-dealer subsidiaries: Cadaret Grant & Co., Inc., NEXT Financial Group, Inc., Western International Securities, Inc., SCF Securities, Inc., CUSO Financial Services, L.P., and Sorrento Pacific Financial, LLC. Atria’s subsidiaries together support nearly 2,500 financial professionals and over $100 billion of assets under administration. For more information, please visit atriawealth.com.
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