Create an Independent Financial Career with Rata Insure

Going Independent

Independence isn't just the next step in your career—it's what allows you to provide a higher level of service to your clients. As an independent financial advisor working with Rata Insurance, you have the freedom to shape your own path and tailor solutions to meet your clients' unique needs. Rata empowers advisors like you to build a brighter, more prosperous future while focusing on what truly matters: delivering exceptional service and guidance.

Become an Independent Financial Advisor with Rata Insure

What's your earning potential with Rata Insure

Keeping more of what you earn is one of the compelling reasons advisors choose to go independent. Explore the earning potential of the RIA model.

In the Authorised Body model, you have more control over your financials. Having this ability helps you determine your take-home pay and costs, while also making it easier to structure your revenue and monetize your business.

Tools and Resources

Leverage our relationships across the Steadfast Platform

With Rata Insure you can connect with our steadfast platforms, and third-party technologies. With access to a range of capabilities, we work closely with you to ensure integration is both high-quality and secure—from opening accounts and initiating client transactions, to accessing real-time custody data—all from within the interfaces you use every day.