Enterprise Solutions powered by Proxy offers companies the opportunity to unlock new revenue possibilities through service partnerships. Proxy does this direct marketing automations or via or proprietary white labeling architecture. We deliver this via an a la carte menu of services which enables partners to customize the way they leverage our brilliant platforms.
General Insurance Agency Integrations
Proxy has built one of the first holistic, client centric and fully appointed insurance agencies meant to allow its individual agents and agencies alike the ability to utilize a fully integrated sales and service platform that puts the client first, not product. Whether you are an individual consultant or an organization of 1000, Proxy has the strategy to take your practice to where you want it to go.
RIA Platform Integrations
Proxy’s Wealth Management RIA platform represents an accumulation of the best possible custodian partnerships and ongoing fund management resources available in the industry today. Whether you are an accounting and legal firm offering outside services or you are an existing Wealth Manager in need of a solution to grow and scale your practice, Proxy is ready and capable of empowering you to be a better Wealth Manager.
Proxy has a history of working along side of new and existing companies, holistically, to help enable them to more effectively build and launch their financial services firm. Proxy does not hide its process, but instead wishes to help empower as many institutions as possible. We have the playbook and the process needed to be not just immediately competitive, but great for many years to come.