Your Independent Voyage

You have the freedom to manage your business the way you see fit because you know what is best for your clients. Rossby is your platform for investment reporting, product research, placing trades, compliance, and business resources to help you flourish. We do not use a proprietary system because we believe that they place limitations on independence, by taking away the ability to choose how you operate your book of business.

Rossby's platform was designed with a strong focus on independence, and the value of superior technology. We believe that having the right tools means letting our advisors offer the best service to their clients, while still being able to stay on top of their game and grow their business. We structured our platform so that advisors can connect their source of truth (CRM) to our tech stack.

At Rossby, we fully embrace technology, however, it does not replace the vast amount of knowledge and hands on experience that our people bring with them. Our team is here to talk, give their real-world experience, and offer advice to help guide you along your path.

Connect with fellow advisors. Find out how other business owners are running their practice, discuss what key factors influence them, and enjoy being independent, and staying connected.