Financial Advisor Technology

What is the Concorde Platform?

The Concorde Platform is technology designed to help financial professionals effectively manage and grow their business.

Solutions include:

  • Form filling
  • E-signatures
  • Research tools
  • Web-based file sharing storage
  • Data aggregation and reporting
  • Contact relationship management
  • Compliant paperless process system
  • Wealth and portfolio management solutions
  • Document management and workflow solutions

Introducing the all-in-one FLITE Tech Platform


With The Concorde FLITE Tech Platform you get:

  • Applications
  • Dynamic forms
  • Integrated programs
  • Comprehensive back-office support
  • An option to create a streamlined dashboard


If you are interested in joining Concorde as a registered rep/advisor, please email or fill out the form below.