Reimagining how retail
broker–dealers get onboarded.
Simplifying retail broker-dealer onboarding and carrier due diligence, while enabling immediate access to an established wholesale distribution network, putting your products in the hands of advisors tomorrow.
The problem
Onboarding BDs is expensive, time-consuming, and inefficient.
Go from thinking about launching your product in "quarters" to launching your product in days.
Disconnected information silos - supervision requirements, commission flows, ticket entry systems, tech stack, marketing requirements, legal, etc.
Retail broker–dealers cite onboarding friction as a reason they don't onboard more carriers.
How it works
One submission. Every carrier. Continuously in sync.
Submit once
A broker–dealer files a single structured profile — entity, principals, licenses, supervision, tech, etc.
Connect to carriers
Routed to every carrier on the MSG network with the data, signatures, and supporting documentation each requires.
Distribute
Immediate connection to the wholesale BD community representing the carrier across multiple channels — ultimately getting to prospective advisors 10x faster than attempting it internally. Built on variable compensation, our model eliminates upfront costs while maximizing distribution potential and market reach.
The network
A multifaceted network, not another portal.
Carriers publish their due diligence requirements once. Broker–dealers satisfy them once. BD Launch Path handles the routing, the formatting, and the reconciliation — so both sides spend their time selling, not chasing PDFs or answering redundant questions.
- →For broker–dealers: Appoint with every carrier on a single profile.
- →For carriers: Clean, verified, machine-readable submissions on day one.
- →For IMOs & wholesale broker–dealers: Visibility into the retail BD's engagement rules from day one.
Onboard in days, not quarters.
Tell us where you sit in the chain — broker–dealer, carrier, or distribution partner — and we'll show you how to expand your product reach overnight.
No spam. We'll reach out within one business day.