Breakaway
Becoming independent is no longer just about leaving — it’s about building.
Launch Your Own Dealership.
You Retain Ownership
We provide an institutional grade infrastructure.
A Structured Path to Independence
Leaving a traditional platform is complex. Breakaway provides a coordinated pathway through each stage — from regulatory approval to operational launch.
This is not a leap into uncertainty. It is a structured transition.
What We Deliver
Regulatory Formation & Registration Support
Dealer registration guidance
Form 1 reporting setup
Compliance policy framework
Audit preparation and early-stage oversight support
You launch properly structured — not improvised.
Institutional Back Office & Custody
Fully integrated custody infrastructure
Trade execution, settlement, and fee management
Client reporting and document hosting
Ongoing operational administration
Operate with institutional-grade support — without building it yourself.
Technology from Day One
End-to-end digital onboarding
Integrated advisor and client portals
Straight-through processing
Compliance-aware workflows
Open API connectivity
A modern operating foundation from launch — not years later.
Prime+ Managed Solutions
Independent portfolio consultant oversight
Risk-aligned portfolio models
Auto-rebalancing
Transparent underlying holdings
Scalable portfolio infrastructure
Deliver disciplined portfolio construction immediately — without building internal PM capacity.
Ongoing Operational & Growth Support
Continuous compliance assistance
Regulatory reporting support
Back-office evolution as you scale
Advisor recruitment support
We remain your operating partner — not just your launch facilitator.
The Independent Path — Without Operational Chaos
Breakaway enables advisors to: