Adviser Platform
Online tools help independent RIAs run their practices.
MoneyBlock
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About MoneyBlock
MoneyBlock provides a technology platform and support services for independent registered investment advisers and their clients. Its online system includes customizable dashboards and tools designed to help advisers run their practices. Account types include individual, joint, retirement, custodial, trust, and corporate accounts. MoneyBlock also offers products and services for independent RIAs, with support for new accounts, representatives, customers, and trading operations. The platform is designed for both established professionals and those starting out, with features that can adapt as their opportunities grow. MoneyBlock is based on South Wacker Drive in Chicago, Illinois, and serves financial professionals through online account access and dedicated service channels.
Disclosure: Profile information has been compiled from publicly available sources and has not yet been verified by the business.
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Services & specialities
Highlights
Multiple Account Types
Supports individual, joint, retirement, and other accounts.
Trade Desk Support
Dedicated assistance is available for trading operations.
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