AWAIM Alliance Program™
AWAIM Alliance Members™
- Professional collaboration is key to long-term, beneficial financial outcomes for clients. We believe this so strongly that we've enabled revenue-sharing to align all parties' interests.
- Your clients efficiently and confidently access a proven solutions provider.
- Expand your firm's services to include financial solutions.
- Receive a percentage of your client's advisory fees (pursuant to SEC Section 203(f) of the Advisers Act; SEC Rule 206(4)-1(e)(9), (3), and (4)).
- Structured, compliant agreement & client disclosure documents.
- Available exclusively to professionals (e.g., accountants, attorneys, business managers, etc.) and non-professionals (on a per case basis).
