News & Events

June 30, 2020 | Chalice Network Adds Powerful Twenty Over Ten Website Platform for Financial Advisors to Digital Marketplace

Chalice Network Adds Powerful Twenty Over Ten Website Platform for Financial Advisors to Digital Marketplace

Chalice Network, an online member-based digital marketplace for independent, small and mid-sized businesses that provides exclusive access to business, technology and client-service solutions, is excited to announce the addition of Twenty Over Ten to their Digital Marketplace. Chalice has partnered with Twenty Over Ten due to their passion for creating industry tools that redefine digital marketing for financial advisors.

The goal of Chalice is to help small and mid-sized business owners grow and run their businesses and provide them with all the tools they need to thrive. In partnering with Twenty Over Ten, an industry-leading SaaS company and WealthTech 100 honoree, Chalice members are able to take a sophisticated approach to their digital marketing strategy.

“Since publicly launching Twenty Over Ten back in 2016, we’ve listened intently to our users and we learned that above all else, they’re looking for a platform that has everything necessary to effectively run and manage the marketing for their financial firm in one place,” said Ryan Russell, Head of Business and Co-Founder at Twenty Over Ten.

Lead Pilot, powered by Twenty Over Ten, was built around the inbound marketing methodology. By leveraging different tools such as social media, landing pages, email and creating content that nurtures leads down the funnel in a meaningful way, Lead Pilot is five marketing tools in one. From sharing audience specific custom content to enhancing social media presence Lead Pilot packs in powerful features to help users create a professional and beautiful website. They specifically specialize in traffic-driving websites, AI technology, and dynamic, branded landing pages to help financial advisors drive, capture and convert more leads. With features such as responsive websites, free SSL certificates, site archiving, content management, and an editable content library, Lead Pilot offers complete control over the lifecycle of a website.

Additional features include:

  • Fully integrated and custom forms
  • Advanced social sharing and scheduling
  • Niche and local area targeting
  • Multiple domain support
  • Optimized page speeds & CDN network
  • RSS feed syndication
  • Secure file manager

Chalice is dedicated to the success and longevity of small and midsize businesses and commit to helping them grow and thrive from start to finish. They are thrilled to add such a robust tool to their suite of solutions during this new generation of digital marketing.

About Chalice Network™ -  https://www.chalicenetwork.com Chalice is a Digital Marketplace PaaS (Platform as a Service) with a community of 53,000+ SMBs consisting of Financial Advisors, RIAs, IBDs, CPAs, Insurance Agents, Attorneys, and Allied Financial Services Professionals. Chalice was purposely built to give SMBs economies of scale, operational efficiency and enhanced enterprise value through the largest digital community and SSO technology platform they own and operate.

June 26, 2020 | WealthForge and Chalice Partner To Modernize Alternative Investing for RIAs

WealthForge and Chalice Partner To Modernize Alternative Investing for RIAs

Chalice Network, an online member-based digital marketplace for independent, small and mid-sized businesses that provides exclusive access to business, technology and client-service solutions, is excited to announce their new partnership with WealthForge.

Focused on what matters, Chalice Network is a community dedicated to solving the unique challenges faced by independent financial advisors and business owners. With over 100 years of combined experience, Chalice leadership is dedicated to bringing real and immediate value to all members of the Chalice Network through the digital Marketplace. Keith Gregg, Founder and CEO of Chalice Network is thrilled to partner with WealthForge and says, “I have known Mat Dellorso and Bill Robbins at WealthForge from my old hometown of Richmond, VA for quite sometime now and they are thoughtful, smart, creative, and conscious of what makes for a streamlined and advisor friendly alternative investment platform. We are very excited to be working with Mat and his team to deliver what we believe is the most advisor friendly ALTS platform in the marketplace.”

WealthForge provides technology solutions developed by regulatory experts to streamline investments into alternative securities. The RIA Marketplace is an expansion of their electronic trade processing platform, Altigo, which hosts over 50 active offerings from 22 well-known sponsors, with more being added every month. RIA’s are able to access these opportunities through the digital Marketplace at no cost.

“A significant number of high net worth investors are unable to experience the benefits of alternative investments because advisors continue to hit barriers when it comes to discovery and allocation,” says Mat Dellorso, co-founder of WealthForge. “Our goal is to break down those barriers and create a frictionless path to ownership for alternative investments, expanding access and transparency in the process.”

Altigo provides an array of features to Chalice members at no additional cost such as:

  • a showcase of alternative investments
  • intuitive information collection workflow
  • electronic signature options
  • transaction activity dashboard

Alternative investments continue to be difficult to source and cumbersome to invest in, with a lengthy, paper-laden subscription process that results in NIGO errors, security risks, and costly operational inefficiencies. With Chalice and Altigo, there is finally an easy way for advisors to provide their clients with the benefits of alternative investments.

About Chalice Network™ -  https://www.chalicenetwork.com Chalice is a Digital Marketplace PaaS (Platform as a Service) with a community of 53,000+ SMBs consisting of Financial Advisors, RIAs, IBDs, CPAs, Insurance Agents, Attorneys, and Allied Financial Services Professionals. Chalice was purposely built to give SMBs economies of scale, operational efficiency and enhanced enterprise value through the largest digital community and SSO technology platform they own and operate.

About WealthForge – https://www.wealthforge.com/altigo With nearly a decade of experience processing alternative investments, WealthForge has cemented itself as an industry innovator. Altigo is an electronic trade processing platform from WealthForge designed to improve the alternative investment experience for broker-dealers, registered investment advisors, investment sponsors, and their investors.

June 24, 2020 | Succession Link Releases Industry Innovating M&A Matchmaking Service e-MERGE

Succession Link Releases Industry Innovating M&A Matchmaking Service

SAN DIEGO, CA June 24, 2020

Succession Link, the industry's leading marketplace for connecting financial professionals with their ideal opportunity to buy, sell, or merge, is excited to announce a personalized matching service for businesses interested in merging or being acquired. From Chalice Network, comes the exclusive e-MERGE Matchmaking Service. Using the unique and comprehensive Compatibility Score technology, e-MERGE provides matches which lead to introductions to help advisors form long term, successful relationships.

Succession Link’s new e-MERGE Program provides concierge support through the entire process, from start to finish. e-MERGE provides members with matches and introductions to find the ideal long-term relationship and gain success.

e-MERGE members are equipped with a comprehensive business valuation report, dedicated engagement consultants, professional outreach by an experienced investment banker, and secured capital to consummate the marriage. This program is designed to find and select matches after back grounding and careful review. e-MERGE then expedites compatibility matching by running 234 million “scenarios,” or matching attributes of potential buyers and sellers, including geography, custodians and the tech utilized, enabling a compatibility rating far more specialized to each party's particular needs.

For this program, Succession Link partnered with Republic Capital Group and Merchant Credit Partners to form the trifecta of success.

“We couldn’t be more excited to participate in the Succession Link e-MERGE Concierge Program. This educated and timely decision to help advisors not only survive but thrive via mergers and through the idea that becoming bigger together is better than if they were apart. I am honored to be the investment banker selected to facilitate the future success of these merging financial service professionals,” says John Langston, CM&AA, CAIA, Founder and Managing Director of Republic Capital Group.

To further round out the offering suite, Succession Link is proud to be collaborating with Merchant Credit Partners, to make available structuring expertise and customized capital solutions. “We at Merchant are excited to partner alongside Republic to bring an institutional quality advisory and capital solution to the Succession Link network,” says Rick D’Amico, Head of Merchant Credit Partners. As a collaborative partner, the Merchant team brings decades of experience and resources having held senior leadership roles in numerous global financial services firms.

“Succession Link is putting the M back in M&A. The lost art of merging from the 80s and 90s has been reinvigorated through the Succession Link Concierge Program. The smaller advisors and independent advisors are recognizing that it is better to be together than try to go it alone,” says Keith Gregg, CEO of Chalice Network.

With over 54,000 registered members, 42% of Succession Link’s growing network indicated interest in merging or selling. With the assistance of experienced professionals, the possibilities are endless with Succession Link’s e-MERGE Matchmaking Service.

About Succession Link Succession Link is the leading networking marketplace for financial professionals who are looking to buy, sell, or merge their businesses. A wholly owned subsidiary of Chalice Network, Succession Link is the platform you need to find your most compatible match without all the fees of a middleman. Search for related buyers/sellers by opportunity type, AUM size, amount of revenue generated and much more. Visit www.successionlink.com for more details.

About Chalice Network™ Chalice is a Digital Marketplace PaaS (Platform as a Service) with a community of 53,000+ SMBs consisting of Financial Advisors, RIAs, IBDs, CPAs, Insurance Agents, Attorneys, and Allied Financial Services Professionals. Chalice was purposely built to give SMBs economies of scale, operational efficiency and enhanced enterprise value through the largest digital community and SSO technology platform they own and operate. Visit www.chalicenetwork.com for more information.

About Republic Capital Group Republic Capital Group specializes in providing investment banking services to the RIA, Asset and Wealth Management communities. Republic Capital Group serves firms throughout the country and clients include a number of industry leaders. Learn more about Republic Capital Group at www.republiccapgroup.com or email admin@republiccapgroup.com.

About Merchant Investment Management, LLC Merchant is a private partnership providing growth capital, management resources, strategic opportunities and direction to independent financial services companies, particularly those focused on wealth and asset management. For additional information, please visit: www.merchantim.com.

June 05, 2020 | Wealth Management Industry Leaders to Join Chalice Advisory Board

Wealth Management Industry Leaders to Join Chalice Advisory Board

SAN DIEGO, June 5, 2020 /PRNewswire-PRWeb/ -- Chalice Network, an online member-based digital marketplace for independent, small and mid-sized businesses that provides exclusive access to business, technology and client-service solutions, is proud to announce the addition of three new members to the Chalice Advisory Board. Joining will be Ron Fiske, David Maola, and Patrick Hughes, and with them they bring endless experience which will elevate the mission of the Chalice Advisory Board.

Serving as Chairman will be Ron Fiske. Ron has been serving the financial services space since 1985 and is an alum of the Cornell Johnson Graduate School of Management. His mastery and guidance within the Chalice Community will bring an innovative perspective to help launch Chalice into the next chapter of growth.

Patrick Hughes, current President and Chairman of IRA Services Trust Company, a subsidiary of Forge Global Inc., has over three decades of providing unmatched custody and administrative services for individual investors, financial advisors, asset sponsors, and financial institutions. Patrick is joining as a member of the Chalice Advisory Board where his addition to the board will establish quality and prowess within the field. With over twenty years of experience in the financial services sector and a CFA, Patrick has unparalleled industry expertise in business development and partnerships.

David Maola is the Chief Executive Officer of the Society of Financial Service Professionals (FSP), a national organization dedicated to delivering high quality educational content in the financial services sector. David's history in practicing law over the course of his career has enabled him to cultivate a unique perspective on issues, as well as the ability to work across multiple cultures and generations of employees. As Chalice Network grows, the partnership with FSP enables the Community to thrive by using membership solutions such as the Member Benefit Program, Digital Marketplace for Partners, and Partnership opportunities. David will serve as a member on the Chalice Advisory Board and will provide the team with a new, diverse set of skills and a wealth of knowledge.

"We could not be more proud or excited to have these industry luminaries join the Chalice team with a common and committed purpose of serving the Advisor Community and providing the intellectual, financial, and human capital to help our members run, grow, and protect their businesses," says Keith Gregg, Founder & CEO of Chalice Network.

About Chalice Network™ -  https://www.chalicenetwork.com Chalice is a Digital Marketplace PaaS (Platform as a Service) with a community of 53,000+ SMBs consisting of Financial Advisors, RIAs, IBDs, CPAs, Insurance Agents, Attorneys, and Allied Financial Services Professionals.

Chalice was purposely built to give SMBs economies of scale, operational efficiency and enhanced enterprise value through the largest digital community and SSO technology platform they own and operate.

May 29, 2020 | Chalice Network Announces the Appointment of Melea Guilbault as Executive Vice President, Chief Commercial Officer

Chalice Network Announces the Appointment of Melea Guilbault as Executive Vice President, Chief Commercial Officer

SAN DIEGO, May 29, 2020 /PRNewswire-PRWeb/ -- Melea Guilbault is EVP and Chief Commercial Officer at Chalice Network and Succession Link, where she leads the company's strategic growth plan and transformation initiatives that position the company for long-term success.

In her previous role, Melea served as Senior Vice President and General Manager of Channels, Industry Alliances and Nonprofit Solutions (MIP Fund Accounting) for private-equity backed Community Brands, a high-growth technology company delivering cloud-based member and financial software, online learning, social and private community solutions, event tech and services to associations, nonprofits, faith-based groups, and K-12 schools.

An integral member of Company Brands' executive team, Melea accelerated the company's Omni-channel sales and marketing models, which grew to more than 600 strategic partners and 100,000 customers across five separate business verticals. She credits the $52 million impact to the business, which included a 32-partner, $40 million VAR program, to her investment in people and creating a highly committed, scrappy team of rock stars.

"We couldn't be happier to have Melea join the Chalice team; she's an accomplished executive with a proven track record in delivering substantial value to large membership organizations and the constituents they serve. With her prior experience in private equity-backed companies, she will no doubt accelerate the growth and expand the scope of our reach as the premier go-to resource hub for Financial Services Professionals and SMBs looking to connect with like-minded Independent Business Owners, capture scale and savings, and leverage the tools and technology of the Chalice Network," says Keith Gregg, Founder and CEO.

"I am truly excited to join Chalice Network and Succession Link companies that have shown outstanding performance in the past and significant growth potential for the future. Keith's vision and passion for helping SMBs is unmatched when it comes to entrepreneurs. Small and midsize organizations power our economy, and Chalice is providing a refreshing set of solutions to enhance their success. I look forward to working with Keith and team to scale the business, expand the existing partnership program into new markets and serve our members," says Melea Guilbault, EVP and Chief Commercial Officer.

About Chalice Network™ - http://www.chalicenetwork.com Chalice is a Digital Marketplace PaaS (Platform as a Service) with a community of 53,000+ SMBs consisting of Financial Advisors, RIAs, IBDs, CPAs, Insurance Agents, Attorneys, and Allied Financial Services Professionals. Chalice was purposely built to give SMBs economies of scale, operational efficiency and enhanced enterprise value through the largest digital community and SSO technology platform they own and operate.

May 20, 2020 | Chalice Network™ and the Society of Financial Service Professionals Join Forces to Create Industry’s Largest Combined Member Organization for Financial Advisors

Chalice Network™ and the Society of Financial Service Professionals Join Forces to Create Industry’s Largest Combined Member Organization for Financial Advisors

"New partnership brings unity, strength and valuable resources to members — Chalice members can leverage FSP’s high-quality education and productive networking opportunities at a discounted membership while FSP members gain access to the Chalice Digital Marketplace for best-in-breed products, services, technology and tools."

SAN DIEGO (PRWEB) MAY 20, 2020

Chalice Network™ announced today that it has partnered with the Society of Financial Service Professionals (FSP) to create the largest combined membership organization serving financial services professionals of all kinds. The collective members gain powerful economies of scale of a combined 60,000+ membership base, cost-saving operational efficiency through a single sign-on technology platform shared by both organizations, and enhanced margins and enterprise value.

“FSP’s extensive history of delivering outstanding educational programming and professional development assets to advisors proves they are the perfect partner for Chalice and our membership network; their expertise in education and wealth of resources crafted to sharpen advisors’ skills significantly expand the must have solutions the Chalice platform provides,” said Keith Gregg, founder and CEO of Chalice Network. “Our digital marketplace and technology platform correlates well with FSP’s benefits portfolio, allowing our members to leverage these new resources to better run, grow and protect their business., This new partnership greatly contributes to our commitment of bringing our members value every step of the way and reinventing independence for thousands of business owners nationwide – and we couldn’t be happier. We’re excited to welcome FSP members into our network, as well as allowing our members to access FSP’s world-class resources!”

The partnership with FSP will allow Chalice members to be part of an organization that will help enhance their technical expertise while providing opportunities to build a robust referral network. “Chalice is an excellent fit for FSP since their organization, like ours, serves all professionals in the financial service space and is committed to empowering its members to succeed,” said David Maola, JD, MBA, CEO of FSP. “The products and services Chalice provides are complementary to and dramatically enhance our current member benefits. In commemoration of this partnership, Chalice and FSP are offering a 25% reciprocal discount on membership fees to each other’s organizations – a win-win for both communities!”

About Chalice Network™ Chalice is a digital marketplace PaaS (Platform as a Service) with a community of 53,000+ small and midsize business consisting of financial advisors, RIAs, independent broker-dealers, CPAs, insurance agents, attorneys, and allied financial services professionals. Chalice was purposely built to give small and midsize businesses economies of scale, operational efficiency and enhanced enterprise value through the largest digital community and SSO technology platform they own and operate. To learn more, visit http://www.chalicenetwork.com

About FSP The Society of Financial Service Professionals (FSP) is a distinctive association in financial services; membership is a multidisciplinary community of accomplished professionals—including CPAs, attorneys, insurance experts and financial advisors from all disciplines—reflecting the collaborative nature of financial services today. FSP has a long history of providing high-caliber education in a variety of formats (e.g., webinars, live programming, and audio programs) and authoritative publications, including the Journal of Financial Service Professionals, while offering a robust member benefit portfolio that evolves to maintain relevance. As the home of today’s experts and those who aspire to be tomorrow’s thought leaders, FSP remains true to its core values of education, relationships and ethics, delivering access to the world-class resources that are critical to success for advisors and their clients. For more information, visit http://www.societyoffsp.org.

April 20, 2020 | The CEO Views — Chalice Network Identified as Top 50 Innovative Companies of 2020

Chalice Network: Allied Team of Professionals Joining Forces for Business Optimization

Farmington, MI – April 20, 2020- CEO Views have identified Chalice Network, a technology solutions provider, as one of the top 50 Innovative Companies of 2020.

Chalice Network is a community of over 50,000 members comprised of independent Financial Advisors, CPAs, Insurance Agents and other financial professionals. The members of the organization enjoy access to exceptional benefits and solutions via our digital marketplace—all designed to help them run, grow and protect their business. Members may also access the Chalice Community where they can network, connect and learn from like-minded entrepreneurs. The company offers access to best-in-class wealth management products and services through its digital marketplace — Chalice Digital Marketplace, in search of the economies of scale and operational efficiencies that advisors want and need to thrive.

“It’s a great honor to announce Chalice Network as one of the top 50 Innovative Companies of 2020,” said Ben Johnson, Managing Editor of CEO Views.

About Chalice Network

Chalice Network is a member benefi¬t organization that focuses on supporting small to medium-sized independent professionals by offering highly favorable prices for exclusive access to services and enterprise-quality goods. The company was built to overcome the business problems of every small and medium-sized business owner-seeking economies of scale and operational effi¬ciency while helping them to simplify and grow their business through the Chalice Network.

About CEO Views

Published from Farmington Hills, Michigan, CEO Views is a print and digital magazine that aims towards providing the perfect platform for entrepreneurs to connect with the industry peers while exploring and understanding innovations that are changing the technology landscape of today and moving towards a newer world.

February 10, 2020 | Chalice Network Set to Host BooST 2020 Business Solutions and Technology Conference on March 2-4 in San Diego

The conference, set for March 2-4, 2020 at the Kona Kai Resort and Spa in San Diego, features sessions with dynamic industry experts who are focused on “Next Gen” trends, new tech, and insightful ideas geared toward helping attendees grow their small- and mid-sized businesses.

February 10, 2020 | Chalice Network Adds FA Client Machine and Anchor Point to the Chalice Marketplace

“Our goal at Chalice is to help small and midsized business owners grow and run their businesses, and our platform gives them all the tools they need from M&A services to marketing and health insurance to accounting support,” said Keith Gregg, chairman and CEO of Chalice Network.

January 16, 2020 | Chalice Network Sets Intentions for 2020; Member Organization Sharpens Focus on Digital Marketplace and Building Community

“Our intention and vision has always been to bring scale and support for the hundreds of thousands of independent financial advisors and RIAs who operate their own small and midsized businesses, and we have pursued partnerships with those who share that same passion,” said Keith Gregg, CEO of Chalice. “Today, we are proud to continue this course by sharpening our focus on Chalice Network and growing our community—where the strength of we empowers a network of me.”

December 10, 2019 | National Advisors Trust Company President and CEO James A. Combs Jr. Joins Chalice Network’s Advisory Board

“Jim brings a deep understanding of trust services to the Chalice organization,” said Dan Kreuter, CEO of Gladstone Group and chairman of the Chalice Advisory Board. “We know his expertise will enhance our members’ competency in implementing trust services, provide considerably more guidance for their clients, and deepen their value through multiple generations. We are pleased Jim has joined our Advisory Board, and we all look forward to working with him.”

November 04, 2019 | Chalice Network and Succession Link Combine on One Platform for Easy Member Access

Chalice Network™, an online member-based digital marketplace for independent, small- and mid-sized businesses, and Succession Link, the nation's top online matching service for independent financial advisor M&A deals, are now both available to members through a single sign on. Chalice acquired Succession Link a year ago as part of its continued commitment to providing its members with scale for savings, which leads to profit margin expansion and ultimately enhanced enterprise value for their business.

October 24, 2019 | Aurora Private Wealth Joins Chalice Network as New Enterprise Member

"As Aurora Private Wealth continues its growth, the Chalice team aims to add instant value and credibility with our offerings by fortifying their value proposition so they are empowered to enhance recruiting, grow organically, and retain quality advisors," said Chalice President Derek Bruton.

September 12, 2019 | INC Advisors Signs Strategic Alliance with Chalice Financial Network

Rich Dragotta, Founder of INC Advisors, said, “The advisors we work with are independent business owners, trying to grow their businesses in an environment in which the economics don’t always favor the little guy. When we saw all that Chalice could offer – from an affordable and comprehensive group health coverage and benefits to marketing, information technology, cybersecurity and M&A support services – we knew that being a part of their network would be a great boost to our advisors and future advisors joining our network."

September 10, 2019 | Institute for Portfolio Alternatives Signs Strategic Partnership with Chalice Financial Network

Tony Chereso, President and CEO of the IPA, said, "Through our new partnership with Chalice, we are able to provide our 200-plus member firms and 1,700-plus individual members with a greater ability to operate their businesses efficiently and serve their clients more effectively."

September 06, 2019 | The Investment Center Signs Strategic Alliance with Chalice Financial Network

Marc Lefurge, The Investment Center’s Chief Marketing Officer, said, “The advisors we work with are independent business owners, trying to grow their businesses in a very competitive environment. When we saw all that Chalice could offer – from marketing, to information technology, to cybersecurity, to M&A support services – we knew that being a part of their network would be a great benefit to our advisors."

August 22, 2019 | BridgeMark Strategies Forms Strategic Alliance With Chalice Financial Network

Leading Third-Party Transitions Consultancy and M&A Advisory Firm for Independent Wealth Management Space to Provide Solutions Designed to Maximize Preparedness in Post-Reg BI Regulatory Environment for Chalice's Member Financial Advisors.

August 01, 2019 | Chalice Financial Network Launches Reg-BI Readiness Platform To Support Seamless Client Service And Business Growth For Independent Financial Advisors In New Regulatory Environment

Comprehensive Solution Helps Firms Meet the SEC's New Requirements on Serving Best Interest of Their Clients and Mitigates ConflictsNew Platform Encompasses Solutions from Kupfer & Associates and NRS to Deliver End-to-End Compliance and Regulatory Guidance Solutions

July 31, 2019 | LifeYield's Suite of Tax-Smart Household Portfolio Management Tools Now Available on CFN

LifeYield's proprietary Taxficient Score® will help Chalice's members – many of whom are financial advisors – to quantify the financial benefits of tax-smart asset allocation for their clients over 10-, 15- or 20-year periods.

July 22, 2019 | Chalice Financial Network Launches Succession Link 2.0

Keith Gregg, the Chairman and Chief Executive Officer of Chalice Financial Network, and the CEO of Succession Link, said, "The rollout of Succession Link 2.0, the nation's top online matching service for independent financial advisor M&A deals, represents our ongoing commitment to enhancing our offerings to benefit CFN members. The success we have enjoyed since our launch has allowed us to pour resources back into the firm and to continually evolve. We are now comparable to the SBA for RIAs, the Amazon Prime for independent advisors and a credit union for our members."

April 08, 2019 | Chalice Financial Network Deploys Accelerated Growth Towards Enhanced Savings For Independent Advisors With New Pricing Structure

Members Now Pay Reduced Fee of $99.99 Per Month with a Money-Back Guarantee They Will Recoup the Cost of Joining by Using the Services on the Chalice Marketplace

More Affordable Price Is Backed by Popular Demand Among Hundreds of Advisors Across the Country Who Attended CFN's Successful Five City Roadshow

March 14, 2019 | Riskalyze, NRS and WeWork added to CFN

Chalice Financial Network adds new strategic alliances with the industry-leading platforms Riskalyze, NRS and WeWork, which greatly enhance CFN's ability to connect wealth management practices with the best portfolio analysis, compliance support and office space providers on the market.

March 06, 2019 | Chalice Financial Network Partners With Orion Advisor Services To Provide Independent Financial Advisors With Discounted Access To Industry Leading Business Administration Software

CFN Members Gain Access to Full Suite of Orion Services, Encompassing Performance Reports, Billing, Trade Order Management, Business Intelligence and More

Orion CEO Eric Clarke Joins Chalice Advisory Board to Help Ensure Access to Award-Winning Solutions and Services for CFN Members

New Strategic Alliance Underscores Strength of Chalice's Vision for Delivering "Unbundled" Third-Party Solutions, Free of Traditional IBD or RIA Affiliation Costs and Constraints

February 24, 2019 | Chalice Financial Network Launches To Revolutionize Independent Financial Advisor Space With National Membership Association Model

Amazon Prime for Independent Financial Advisors' Offers Discounted Access to Third-Party Wealth Management, Technology and Business Enterprise Solutions, Free of Traditional RIA or Broker-Dealer Affiliation Agreements

Rolls Out Guaranteed Issue Group Health Insurance for Independent Financial Advisors, Staff and Dependent Family Members, with Average Cost Savings of 25% to 30%

Forms Advisory Board Comprised of Nine Industry Leaders, While Kicking Off Five-City Roadshow with Anticipated Attendance Encompassing Hundreds

For media inquiries please contact Holly Ferris