Advent Portfolio Exchange
Advent Portfolio Exchange integrates portfolio management data and client data (CRM) on a single, searchable SQL database, enabling client service staff and investment decision makers to work with consistent data.
Albridge provides enterprise data management, which involves collecting, consolidating and delivering client account information from hundreds of data sources, representing banking, brokerage, insurance, trust and 401(k) assets, and then delivering a single client view to the advisor.
Blueleaf provides comprehensive live data reporting and client interaction software. Blueleaf Advisor delivers simplified performance reporting, either online or printed, that eliminates the headaches and costs of typical quarterly reports.
eMoney provides advisors with goals-based financial planning software that includes an intuitive interface, powerful data integration, and resources to improve collaboration and efficiency.
Its modeling software enables advisors to project clients’ incomes, analyze savings trends and track taxation. Advisors and their clients can also see the growth of portfolio assets year by year, by asset class and by account. eMoney also provides advisors with in-depth analytics to help them gauge the financial health of their clients as well as their own business.
Consolidated client records, helping advisors make more effective recommendations based on a holistic view of a clients’ financial holdings.
Emotomy is a state-of-the-art digital advice platform offering independent financial advisors an intuitive and highly customizable solution to help serve clients seamlessly and efficiently.
Fi360, a fiduciary education, training and technology company, helps financial intermediaries use prudent fiduciary practices to profitably gather, grow and protect investors’ assets.
H&R Block is a leading consumer full-service tax preparation provider that offers face-to-face, online, and software solutions.
Hanlon Advisory Software
Hanlon Advisory Software is a wealth management software company offering a broad range of features for analysis, compliance, asset allocation, reporting and presentation.
MoneyGuidePro is a client-centered financial planning system that is intuitive and easy to use, while still providing sophisticated analyses and results.
Morningstar® ByAllAccountsSM is data aggregation technology that helps advisors improve operational efficiencies by eliminating manual data gathering.
Morningstar® OfficeSM is a single, all-inclusive platform designed to support the core aspects of an advisor's practice. It features portfolio management and performance reporting, research capabilities, and investment planning integrated with Morningstar analytics.
Morningstar Office features the most current Morningstar research data on 325,000+ investments, sophisticated planning tools, complete portfolio accounting and performance reporting, client management tools, e-mail and calendar functions, batch reporting, archiving, a client web-portal and more.
Morningstar® Principia® CAMS brings performance reporting and portfolio accounting to Principia. Advisors can track portfolios and integrate investment data from Principia's research modules to provide timely comparisons and recommendations. Easy-to-generate reports detail a portfolio's performance and help advisors communicate regularly with clients.
Orion Advisor Services
Orion Advisor Services offers a web-based portfolio management and accounting solution through a dedicated portfolio accounting service bureau.
Portfolio Pathway is a comprehensive, cloud-based wealth management platform.
Redtail delivers web-based Client Relationship Management (CRM), paperless office Imaging solutions and Email Archiving and Retention services.
RIA in a Box®
RIA in a Box® provides the leading compliance solution for investment advisors, helping advisors achieve operational excellence in the areas of registration, on-going compliance and cybersecurity.
We do this by combining our powerful technology platform with a strong bench of compliance consultants. RIA in a Box® has helped over 3,500 investment advisors start an RIA firm and provides ongoing monthly compliance support with its MyRIACompliance software as a service platform to over 1,800 RIA firms.
Additionally, we have integrations with the leading advisor technology such as Riskalyze, Orion, Black Diamond, Morningstar, Salesforce, Redtail and Wealthbox.
RightCapital is a next generation financial planning software that allows advisors to do more planning in less time with its innovative features.
Riskalyze is transforming the industry by empowering investment advisors to capture a quantitative measurement of client risk tolerance, and use that data to win new clients, capture and meet expectations and quantify suitability.
WealthConductor LLC (“WC”) was founded in 2017 by advisors experienced in the retirement marketplace.