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Chalice Financial Network launches Chalice Advisor Exchange


Chalice Financial Network (Chalice), a Software-as-a-Service-based (SaaS) member benefit organisation for independent financial advisors, has launched the Chalice Advisor Exchange (CAEx).

The organisation is delivering to its members a digital marketplace and shared services via CAEx, starting with a guaranteed issue group health insurance that saves advisors on average 25 per cent to 30 per cent on premium costs, in addition to multiple other top third-party services and solutions. In a related move, Chalice also announced the formation of the Chalice Advisory Board, comprised of nine retail wealth management industry leaders who have played crucial roles in building and leading top firms.
Keith Gregg, Chairman and CEO of Chalice, says: “We’re thrilled to launch Chalice Financial Network, with its Chalice Advisor Exchange platform, as the culmination of the intensive planning and implementation we have engaged in over the past year, with the aim of creating the ‘Amazon Prime for independent financial advisors.’ We are combining three key things to support independent business owners in the wealth management industry: community with a common purpose of peer-to-peer support and economies of scale; single point access to a digital marketplace with everything independent advisors need to run a business; and access to capital – the fuel all advisors need to grow their business.”
CFN provides third-party wealth management and FinTech solutions for independent financial advisors on a flat monthly or annual subscription fee basis, and on a fully “unbundled” basis, with no RIA or broker-dealer affiliation requirements. Its CAEx digital marketplace is a single sign-on shared services technology platform based on the Amazon Prime model. Independent financial advisors who are CFN members can sign onto Chalice Advisor Exchange to access a comprehensive spectrum of wealth management, technology and business enterprise solutions, at a deeply discounted cost.

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