THE RIGHT TOOLS

To build a wealth management practice according to your principles, you need the right partners. We’ve established working relationships with a stable of key resources that help us do what we do best for our clients

Fidelity

Fidelity Investments® is a leading provider of trading, custody, and brokerage services to Registered Investment Advisors, trust institutions, and third-party administrators. The company is able to leverage the capital, resources, and expertise of the Fidelity organization, one of the world’s largest financial services companies, on behalf of its clients.

Find out more at www.fidelity.com

E MONEY

eMoney was designed for dual masters: Both the advisors looking for an edge, as well as the clients they serve. From its inception, eMoney was relentless in its pursuit to develop the leading wealth management experience offering a solution that not only strengthens the advisor/client relationship but also enables financial advisors to lead the lifestyle—and leave the legacy—they envision.

Find out more at www.emoneyadvisor.com

MONEY GUIDE PRO

PIEtech is dedicated to one thing - helping advisors use financial planning to more effectively motivate each client to create, implement and maintain an investment strategy that best meets their lifetime financial goals.

MoneyGuidePro® is the first collaborative internet-based financial planning software that makes this easy to accomplish. Its unique client-centered approach supports a sophisticated, goal-oriented planning process that is more meaningful to the client and more productive for the advisor.

Find out more at www.moneyguidepro.com

RISKALYZE

The World’s First Risk Alignment Platform. 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.

Our patented Risk Number™ technology objectively calculates an investor’s true risk tolerance utilizing a scientific framework that won the Nobel Prize for Economics.

Engineer the risk in a portfolio to fit your client’s unique and individual risk preferences and meet their expectations with a 95% mathematical confidence.

Show your prospective clients that they are invested outside of their true risk preference. With the numbers on your side, you’ll have the upper hand to easily win client trust.

Find out more at www.riskalyze.com

BETTERMENT INSTITUTIONAL

Our mission is to provide Betterment's industry leading technology as a digital solution to advisors, and to help advisors scale their practice, improve their client experience, and save time.

We've teamed up with industry veterans to build a product that leverages Betterment's technology to help advisors grow their businesses.

Find out more at www.bettermentinstitutional.com