What We Do

Our advisory platform is robust, yet easy to use. Selecting technology, custodian, operations and compliance partners can be more than daunting.
So we’ve done it for you. PCS Advisors provides you with the tools to run your business the way that works best for you and your clients, all under one roof.

Asset Management Platform

  • Your custom investment solutions
  • PCS managed money solutions
  • Third-party asset managers


  • One compliance system for all business
  • Common sense approach
  • Direct-line for questions and advice
  • Global Relay – email review & retention
  • MarketingPro – retail marketing approval
  • Quest CE – continuing education and compliance portal


  • 1099 model
  • Your brand
  • Your business, 100% owned


  • Charles Schwab & Co., Inc.
  • Pershing Advisor Solutions
  • TD Ameritrade

Onboarding/Transition Support

  • Custom project management system
  • Onboarding Coordinator and team
  • Laser App and DocuSign
  • Coordinated with Custodian partner
  • Five week average transition period

Technology Suite

  • Orion
  • Laser App
  • DocuSign
  • Open architecture for CRM and financial planning