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Support to maximize productivity and profitability

Our knowledgeable and friendly operations staff is here to support your business in an effective and practical manner, so that you can focus on what you do best: helping your clients navigate the waters of financial planning. Cape supports your practice operationally, whether managing for today or building for tomorrow.

Our support encompasses a variety of tools and services:

  • Operational Flexibility
    Enables you to meet the need of your clients with the strategy you wish to implement.
  • Cape Resource Management
    Providing access to key platforms that allow you to offer third party money management opportunities to your clients.

  • Back Office Support / Administration
    We ensure that your efforts on the front lines are fully supported internally, such as fee billing, trading and client service.
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