Comprehensive suite of products.
A vast selection of financial solutions.

Our open-architecture platform, custodian neutral environment, and direct relationships with third party providers give you access to wealth management solutions that serve your clients’ best interests and align with your business model.

As an SCF advisor, you’ll have everything you need to help your clients reach their financial goals… equity & fixed income securities, cash management, options, mutual funds, education planning, retirement planning, estate planning, trust services, managed accounts, alternative investments, banking services, and much more.

At SCF, fee-based business and flexibility go hand-in-hand. However you decide to structure your fee-based financial practice, our advisory tools and resources will help you manage assets more efficiently. We’ll also free you up to build client relationships and gather assets more effectively.


Four major custodians. One powerful technology system.
Countless possibilities.

Limitless fund access.

Build unique client solutions with complete access to thousands of ETFs, NTFs, and UMAs through SCF platforms and our direct relationships with professional managers.



wealth management.
Your structure.
Our institutional access.

Take advantage of complete flexibility in how you choose to work with professional money managers, including:

  • Gain access to managed platforms via our multiple custodian relationships.
  • Work directly with leading wealth managers.
  • Through unified managed accounts and wrap programs.
  • Through Blue Diamond Plus™, SCF’s proprietary platform available exclusively to SCF advisors.

Our professional wealth and money management suite gives you access to over 4000 managed accounts, another 2000 managed accounts via SCF’s Blue Diamond Plus™, and hundreds of others using sleeve technology through UMA partners.

Independent research.
Objective, actionable information.

Gain access to objective third-party research from dedicated teams of industry professionals at each of our four custodians. This information equips you with timely reports and data that can help you evaluate and manage your clients’ portfolios. Benefit from tools ranging from comprehensive reports to timely, customizable alerts.



Premium information.
Timely, practical data.

Gain insight into industries, sectors, and securities with real-time quotes, breaking global news, and Thomson Reuters’ leading market research and data analysis.