Chalice made it very clear that they see themselves as vested in my success.They’ll take the time to understand your business, your goals and convey their ability to leverage their relationships from the myriad other partners an independent firm needs (both ones you are aware of and yet to be aware of). Check them out and see how a strong partner can help you and your clients with more efficiencies, better service, lower risk liability, and greater scalability.
Chalice is filling a long overdue void in the industry. The ability for a small to midsize business owner to access all the capabilities it needs to run its business, in one easily accessed place, with large firm purchasing power, is innovative and simply outstanding.
The Group Health Insurance benefits we've added through Chalice have been a game-changer! They offered us a great medical insurance program, and we also use them for our payroll and 401k administration.