Financial Advisors Partnerships

Enhance your client offerings with a modern workforce management solution. You provide sound financial advice for your clients all the time. Our advice to you? Work with a partner who has your best interests in mind.

Partner with a Company You Can Trust

We pride ourselves in providing client solutions for our financial advisor partners to enhance their business offerings.
Our goal is to elevate, promote, and protect your business.

AICPA SOC1 Compliance

Protection and Security

We are SSAE 16 SOC 1 compliant.

Our servers are hosted in SSAE 16 SOC 1 Type II compliant data centers.

All data transmissions are encrypted using a 256-bit SSL extended certificate and HTTPS layer.

Expertise You Can Count On

Expertise You Can Count On

Negligible tax fee ratio of 0.0000003 per $1 billion in payroll tax payments processed.

98% client retention rate for the past nine years running.

20+ years of service to financial advisor partners and
clients nationwide.

Superior Technology and Support

Superior Technology and Support

We consistently rank #1 for support by users on G2 Crowd, TrustRadius and Software Advice.

85% of support tickets responded to within an hour.

All designated account managers and sales employees are CPP certified.

Why Partner with APS?

Value for Your Clients

  • Superior customer support and training
  • Competitive rates and added value
  • Exceptional workforce management technology
  • 100+ integrations for a customized experience

Value for Your Financial Advisor Business

  • Arm yourself against the competition
  • Dedicated account and technical support
  • Ability to generate additional revenue
  • Easy to get started
Let's Start a Partnership

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