// For Financial Advisors & Intermediaries
A partnership of equals.
ATVANTIS has worked with independent advisors and brokers for many years. If you're looking for a reliable partnership in the investment or insurance field, you've come to the right place.
Three forms of cooperation
How we work together depends on the area. In the investment business, we take on the regulatory responsibility as a securities firm. In every other area, we work with you without assuming liability. What that means in each case is explained below.
// Investment business
A regulatory umbrella under a securities firm
As a securities firm, we take on the regulatory responsibility for investment advice and investment brokerage. You work independently under our regulatory umbrella, with clear processes and access to capable partners such as V-BANK and Interactive Brokers.
Our partners at a glance// Range of Services
What you can offer under our regulatory umbrella
An overview of the areas in which we enable advisors to arrange business.
- Wealth management strategies
- Investment funds
- Institutional funds
- Certificates
- Bonds
- Equities
- Managed account solutions
- Direct investments
Arranging wealth management
When arranging a wealth management mandate, the regulatory classification depends on the broker's specific activity. Under our regulatory umbrella, you can also support your clients with investment advice and investment broking. Your clients' advice is provided through ATVANTIS Asset Management GmbH. That gives your clients a fixed point of contact, including for questions that come up during the ongoing mandate.
// Other Areas
Cooperation without assuming liability
In financing, banking services and insurance, we also work with independent brokers, but here without assuming liability. You act on the basis of your own license and professional liability insurance. We grant you access to our processing platforms and partner networks.
Financing
Mortgage financing and personal loans through the channels and platforms we work with.
Banking Services
Checking accounts, credit cards and overdraft protection as a complement to financing.
Insurance
Access to the market offering of an independent brokerage, with no ties to a single insurer.
As an independent brokerage, we are not tied to any insurance company and select on behalf of our clients' interests. Partners keep their own mandates and their own brand, and we stand behind them with technical support and reliable structures. We see ourselves as a dedicated partner, not as a generic broker aggregator.
Get in touchWhy Partner With Us
Reliable access
Established banks and brokers in the investment business, presented transparently.
Clear structures
Streamlined processes and dedicated contact persons rather than anonymous processing.
Partnership
Partnership on equal footing, preserving your brand identity and full client ownership.
Let's talk.
If you'd like to explore a partnership, get in touch. We'll get back to you promptly.