Atria
Across
- 3. The name of our 2023 conferences in San Diego (FI Channel) and Dallas (Independent Channel)
- 6. This 3-letter acronym is the name of our integrated solution in Unio that results in 83% faster account opening
- 7. Atria's new alternative investments platform
- 8. This founding partner earned a bachelor's degree from the University at Albany, SUNY
- 13. Our client/member portal and mobile app that puts your brand front and center
- 15. The compliant, modern way to communicate with clients and members from inside Unio
- 17. Our core values: Integrity, accountability, boldness and this
- 19. Our virtual assistant program
- 21. The industry leader in digital marketing for financial professionals and the engine behind our all-new Amplify platform
- 22. 65% of U.S. net worth is held by individuals ___ than 60
- 23. Current fed chair
- 24. $84 trillion in wealth is in this
- 25. Founding partner and Ohio resident
- 26. The first of our three macro themes as an organization and the focus of this issue of The Edge
Down
- 1. Latin for 'to unify' and the name of our award winning platform
- 2. WealthManagement.com's 2022 Chief Technology Officer of the Year
- 4. 87% of heirs will ____ their parents' financial professional
- 5. The name of our five-step succession planning program
- 9. Our organization's goal is not to be the biggest firm, but this
- 10. The solution inside Unio that lets you monitor, track and submit service tickets in real time
- 11. Connery and Meighan
- 12. Our advisory platform
- 14. Location of 2024 Gold Pacesetters and Presidents Club Conferences
- 15. Bichler and Nelson
- 16. Gardening is the favorite hobby of this founding partner
- 18. The newest addition to the Atria family
- 20. Number of consecutive BISA Technology Innovation Awards we've won