Concorde offers a modern, representative-centric infrastructure designed to support financial professionals at every stage of their business journey. Our platform combines hands-on operational support with advanced technology tools — creating a streamlined, scalable experience that helps financial professionals operate more efficiently and serve clients more effectively.

Every financial professional’s practice is unique, and our support model reflects that. Whether a practice is in growth mode, transitioning or optimizing operations, Concorde delivers responsive, relationship-driven service. Dedicated teams provide personalized guidance across onboarding, compliance, business development, operations and client service — ensuring consistent, high-quality support tailored to the needs of each financial professional.

Technology at Concorde is more than just tools — it’s an integrated part of the financial professional experience. Our platform includes access to leading custodians, streamlined account management systems and powerful reporting capabilities. From paperless workflows to data security and digital communication, our solutions are designed to minimize friction and enhance relationships.

Concorde’s commitment to technology is reflected in our unique FLITE (Forward Looking Integrated Technology Enhancements) Platform. FLITE is a powerful solution comprised of a simplified, all-in-one platform to conduct and process business.

Concorde’s FLITE technology solutions include:

Alternative Investment STP

Annuity Research

Automated advisory billing

Brokerage Services

Commission system w/reporting analytics

Compliance Technologies

CRM

Data Aggregation

Digital Signature

Due Diligence Tool

DST Portfolio Construction & Sales Tool

Electronic Books & Records

Financial Planning Tools

Financial Planning Payment System

M365 Suite & Cyber Security Toolkit

Concorde’s infrastructure is built to grow with the needs of financial professionals. Whether scaling a solo practice or managing a larger multi-advisor team, our support model and technology solutions are structured to evolve — without sacrificing flexibility, independence or personalized service.