Praxis Solutions Unveils Innovative Distribution Platform for Asset Managers
Praxis Solutions Unveils Innovative Distribution Platform for Asset Managers
On December 10, 2025, Praxis Solutions announced a significant transformation in the asset management landscape with the rebranding of Anchor Advisory Services to Praxis Distribution Partners (PDP). This new entity introduces a modern, technology-driven distribution platform specifically designed to assist asset managers in effectively reaching and connecting with financial advisors.
A New Era for Asset Managers
Founded by Steve Rokoszewski nearly a decade ago, Anchor Advisory earned its stripes as a dependable force in advisor outreach and meeting generation. This shift to PDP reflects a profound expansion of services that now encompasses targeted outreach, advanced data analytics, and multi-channel communication, all of which integrate seamlessly with Customer Relationship Management (CRM) systems. The rebranding signifies not only a new name but also a commitment to innovation and enhanced effectiveness in advisor distributions.
Bill Dwyer, the Executive Chairman of Praxis Solutions, noted, "The asset management industry has never been more competitive. With the right people and the appropriate technology, PDP represents the next generation of distribution, combining human connections with data-driven insights and disciplined execution."
Leadership and Vision
At the helm of PDP is a strong leadership team, including industry veterans Pat Miller and Steve Rokoszewski, supported by Charlie Shaffer, the Chief Revenue Officer of Praxis. The team's combined expertise in asset management distribution and technology positions PDP to create and scale modern wholesaling strategies efficiently.
Pat Miller shared his insights, stating, "PDP enables asset managers to concentrate their efforts where it matters most. Our model unifies data, technology, and seasoned professionals to foster measurable growth."
What PDP Offers
The launch of Praxis Distribution Partners introduces a variety of services aimed at enhancing asset managers' outreach capabilities. Some of the key offerings include:
- - Targeted Advisor Engagement: Data-informed strategies to engage financial advisors effectively.
- - Multi-channel Support: A combination of phone calls, emails, webinars, and events to maintain contact with advisors.
- - AI-driven Advisor Scoring: Advancements in advisor scoring and segmentation help identify the most promising leads.
- - CRM-integrated Workflows: Real-time tracking of engagement, ensuring that all interactions are recorded in the CRM for easy access.
- - Appointment Setting and Lead Qualification: Comprehensive services that streamline the process from lead generation to meeting setup.
- - Compliance-ready Oversight: Transparent reporting and oversight to ensure all activities comply with industry regulations.
A Look Ahead
As Praxis Distribution Partners begins its journey, it stands as a beacon of innovation in the asset management sector, addressing the increasing need for sophisticated distribution tactics that leverage technology. PDP's commitment to delivering measurable results through cutting-edge solutions positions it to play a pivotal role in the future of asset management distribution.
In summary, the rebranding of Anchor Advisory Services to Praxis Distribution Partners marks a significant evolution in the asset management industry, combining advanced technology with human expertise to enhance advisor relationships and drive growth. As this new platform takes off, both asset managers and financial advisors can look forward to a fresh approach to partnership and engagement.
For further inquiries, please contact:
- - Will Dwyer, Praxis Solutions, Inc.
- - Phone: 978-273-5563
- - Email: [email protected]
Topics Financial Services & Investing）
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