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Services

Belite is the One-Stop-Shop for the modern financial institution:
From the Front to the Back Office

Belite Capital broke the outdated PEO mold by adding a complete suite of crucial support services needed for financial advisors to succeed as independent Business Owners, completely serviced by their assigned Broker Dealer’s Branch Office.

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Business Builder Service

 
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Back Office

REGULATORY COMPLIANCE

OPERATIONS MANAGEMENT

HUMAN CAPITAL MANAGEMENT

ADMINISTRATIVE

BUSINESS PROCESS MANAGEMENT

 

Regulatory Compliance

It’s our Compliance-First Service Mission.

Corporate

Services

Reviews

Registered

Representation

Our Business Advisory firm is serious about maintaining regulatory standards, 

Regulatory Checkpoints are added to each service to ensure your quality results are also compliant.

Mid Office

CORPORATE STRATEGY 

INFORMATION TECHNOLOGY

DEAL MANAGEMENT

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Focus on marketing and performance information, including preparation, reporting, and footnoting allows us to make recommendations for appropriate procedures and disclosures to make your marketing material compliant with all regulatory requirements.

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Why marketing matters

It’s a Big Deal

Advertising laws and regulations is a challenge that can be costly. Ensure that all of your advertising and marketing is being reviewed effectively and efficiently.

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Front Office

SALES & TRADE

INVESTMENT BANKING

MARKETING