Your Business. Your Way

At International Assets Advisory, LLC (IAA) our goal is to excel as a relationship-driven, full service, financial services platform. Many financial professionals fear that by going independent they will lose clients and leave parts of their practice behind.

The IAA platform allows financial professionals to chart their own course through the independent space, without the economic and service risks typically associated with the do-it-yourself approach of going independent nor the risk of leaving part of your business behind.

The IAA platform allows financial professionals to chart their own course through the independent space, without the economic and service risks typically associated with the do-it-yourself approach of going independent nor the risk of leaving part of your business behind.
International Assets Advisory, LLC offers efficient technology, including an advisor-workstation (WealthStation), Circle Black, and Docupace®; all of which has enabled us to simplify processes and improve responsiveness for our representatives,

The IAA Advantage

Competitive Payouts

International Assets Advisory offers some of the most competitive payout structures in the industry to financial professionals. We create value with financial professionals through the business model that is most beneficial to their future with clients.

Our suite of products and services gives financial professionals the options and tools they need to fulfill their client’s needs. We consider the entire relationship with our financial professionals and the benefits of working together, tailoring our approach to maximize our ability to collaborate together on strengthening their position in the marketplace.

The International Assets Advisory Advantages

RBC Correspondent Services (RBC CS)

IAA clears through RBC Correspondent Services (RBC CS), a division of RBC Capital Markets, LLC which is a subsidiary of the Royal Bank of Canada. RBC is one of North America’s leading diversified financial service companies. With more than 16 million clients and operations in 36 countries, RBC’s goal is to be the preferred partner to corporate, institutional and high net worth clients and their businesses.

 

This relationship with RBC CS allows International Assets Advisory to offer the most efficient technology, paired with the best advisor-workstation (WealthStation), Circle Black, and Docupace; all of which has enabled us to simplify processes and improve responsiveness, allowing us to provide:

  • Superior service model
  • Reduced back office interactions
  • Technology to meet our financial professionals and their clients needs
  • The Financial Strength of RBC behind us to meet our clients needs

Support, that doesn't end with your transition

At IAA, we understand that most financial professionals have limited transition experience – most only go through a transition once or twice in their entire careers. That is precisely why we have brought together our most skilled and experienced specialists to form your Transition Team. Our group of transition experts includes key personnel from Operations, Compliance and Sales to provide guidance every step of the way.

Each financial professional has their own goals and dreams for the future of their business. We understand this and we are committed to providing personalized, on-going support to help you achieve your goals.

We provide on-going support at every level
  • On-going support at Operations
    Operations
  • On-going support at Accounting
    Accounting
  • On-going support at Compliance
    Compliance
  • On-going support at Insurance
    Insurance
  • On-going support at Marketing
    Marketing
  • On-going support at Technology
    Technology

Get in Touch

International Assets Advisory strives to provide our financial professionals with access to a world-class financial services platform. We offer a global suite of products & services to help serve your clients. If you are interested in finding out more about IAA or would like to determine if partnering with IAA is right for you, please contact us at (407) 254-1516

Contact Us
International Assets Advisory, LLC

111 North Orange Avenue

Suite 1000, Orlando, FL 32801

Phone: (407) 254-1500

Email: info@iaac.com

Get in Touch
International Assets Advisory, LLC strives to provide our investment professionals with access to a world-class financial services platform. We offer a global suite of products and services to help serve your clients.
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