CenterPoint Financial Group has been providing independent financial planning for families and individuals for over 20 years. In order to continue helping advisors as they serve clients, President and CEO Nate LeGrand, partnered with ORG Partners and LibertyFi to transition 800 client accounts to a new custodian and tailor portfolios to his clients’ needs. This transition, along with the conversion of 735 accounts into managed products, was completed in just 30 days, a process that would otherwise take three to four months.
Our relationship with LibertyFi and ORG Partners is vital to the success of our growth strategy. We rely on LibertyFi to manage our technology and to customize our workflows. – Nate LeGrand, CenterPoint
By outsourcing the investment and technology management to ORG Partners and LibertyFi, CenterPoint has been able to scale its business while continuing to satisfy clients.
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