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AWAIM Alliance Program™

AWAIM Alliance Members™

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).