How to Become an Advisor

iSectors is available to registered investment advisors with an RIA and/or dual RIA/BD designation through multiple turnkey asset management platforms (TAMPS), including Envestnet, Eqis, and ModelxChange).

These platforms have an extensive reach, and many advisors already have access to iSectors models through either a direct or indirect relationship with one of these platform providers. Contact iSectors and we can confirm your access to our models.

If you don’t have access, we can walk you through a demonstration of our proposal generation and reporting system and get a direct agreement established with your firm. Call or email Scott Jones for a demo at: 800.869.5184 or email

You can also fill out the attached form and we will contact you: Questionnaire to Become an Advisor Member

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