TECH FORWARD
To truly connect advice and solutions requires innovative technology to connect the data that too often is fragmented in multiple systems. We provide an integrated and customizable technology suite that allows you to operate more effectively and efficiently.
If your day is dominated by spreadsheets, manual processes, and paperwork, you're not only wasting time, you're not meeting clients where they are at in the 21st century.
We are focused on continually exploring new and innovative ways to leverage industry-leading technology to build a most cohesive and effective advisor and client experience. From data aggregation, to mobile access, we aim to make information available no matter where you - or your clients - may be.
Advisor Experience
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Customized dashboard
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Enterprise-level security
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Integrated tax, investment, retirement, and legacy planning solutions
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Mobile on-the-go access to all systems
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Single sign-on (SSO)
Client Experience
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Aggregation of managed and outside accounts
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Personal portal
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Robust financial reporting
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Goal setting and tracking
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Plan access
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Secure document sharing
An Integrated Tech Stack
True financial planning and account aggregation no matter how complex the situation.
Integrated with Salesforce to quickly and easily deliver and execute client paperwork.
Salesforce offers a powerful data source for integrating client and prospect data into one place.
Leverage integration with eMoney and Morningstar Advisor Workstation to quickly examine client portfolios, including those held away.
Comprehensive portfolio reporting and fee billing solution.
Easily send and receive secure client files.