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 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
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
Envestnet, Inc. is a leading provider of integrated, web-based portfolio rebalancing, performance reporting and customer relationship management software for independent advisors and wealth managers. Envestnet enables investment advisors to run their businesses with greater efficiency, scale and profitability through our custodian-agnostic technology platform and outsourced portfolio management services.Find out more at www.envestnet.com
As a business-to-business provider, we provide global financial solutions to advisors, broker-dealers, family offices, hedge and '40 Act fund managers, registered investment advisor firms and wealth managers. We help our clients power their businesses and maximize opportunities because they can rely on our industry expertise, our innovative solutions and our powerful technology. We provide insightful solutions that help create a competitive advantage for our clients—so they can help provide a more secure financial future for their clients. At Pershing, we never forget that all of our relationships are personal. Every employee we have, every action we take comes back to one core commitment: a personal investment in your success.Find out more at www.pershing.com
Dynasty Financial Partners
Dynasty Financial Partners offers the finest technology, resources and capabilities for the industry’s leading independent advisor teams, including top portfolio managers, hedge funds, private equity, private placements, collateralized lending and a range of other advisory services.Dynasty has negotiated preferential contracts and vendor partnerships in areas such as reporting, investment research, trusts, insurance, capital markets, and custodial facilities. The core principle at Dynasty is objectivity without compromise, which means they are committed to providing solutions that support the advisors' role as true fiduciaries to clients. Find out more at www.dynastyfinancialpartners.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
Callan Associates provides timely and relevant institutional research that allows registered independent advisories stay on top of important trends in the investments industry. Headquartered in San Francisco, the firm provides research, education, decision support, and advice to a broad array of institutional investors through four distinct lines of business: Fund Sponsor Consulting, Independent Adviser Group, Institutional Consulting Group, and the Trust Advisory Group. Callan employs more than 150 people and maintains four regional offices located in Denver, Chicago, Atlanta, and Florham Park, N.J.Find out more at www.callan.com
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
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
Charles Schwab believes the industry too often gets in the way of investor success. We see this as a business opportunity, and our strategy for pursuing it is simple: We see the world through clients' eyes.
Find out more at www.schwab.com
This perspective guides our actions and behaviors as a company. It's how we disrupt the status quo on behalf of our clients – the individual investors, independent advisors, employers and others we serve – and how we challenge long-held assumptions about products and solutions.