Custody & Technology

Perhaps two of the most important aspects of advisory infrastructure revolves around custodial options and technology. As such, we have curated best-in-class offerings for both.

Custodians

Whether you affiliate with us under our corporate RIA, or, if you choose to work under your own DBA, you will have access to either (or both) of our preferred custodians -- Raymond James and Charles Schwab. Additionally, if there is another custodian you prefer, we can work with them as well. The choice is yours.

Raymond James

In addition to their long standing commitment to the independent advisor, Raymond James also has the distinction to be the first full service IBD to completely waive all commissions and ticket charges for stock and ETF trades. This means you are not limited some limited "preferred" list when choosing zero cost options for your clients.

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Charles Schwab

Charles Schwab is the largest custodian for independent RIAs. Their resources and commission free trading platform is second to none. Additionally, for qualifying advisors, Schwab offers access to their client referral network which gives advisors a strong pipeline for new clients.

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Technology

In today's fast evolving advisory marketplace, technology is one of the greatest tools we can use to differentiate ourselves. Not only does it make our lives easier and work more efficient, but also it delivers outputs that clients understand and appreciate.

Salesforce

Salesforce is a leading customer relationship management solution that brings companies and customers together. It's one integrated CRM platform that gives all members of your team a single, shared view of every client, center of influence, wholesaler etc… Its work flows, task system, call logging and more simplify and streamline your business, save time, and allow you to better manage your client base.

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Black Diamond

The Black Diamond platform is an award-winning portfolio management system and client reporting solution for financial advisors and wealth managers. It generates portfolio and performance data in graphically appealing and highly customizable reports. Black Diamond allows advisors to keep portfolio allocations on track with native rebalancing technology that is both robust and innovative.

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eMoney

eMoney is a state of the art sophisticated financial planning program. It allows advisors to efficiently track client behavior to provide excellent planning services, while firm-level analytics help you benchmark performance and pinpoint opportunities for growth. eMoney offers both simple and sophisticated planning solutions to support the evolving planning needs of your clients.

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Riskalyze

Riskalyze's platform provides tools for analyzing investment risk, delivering 401(k) plans, and building and implementing investment portfolios. Riskalyze invented the Risk Number^®, an alignment tool for financial advisors to quantitatively measure investor risk tolerance, risk capacity, and portfolio risk on a scale from 1 to 99.

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Office 365

Office 365 provides online access to cloud applications and the full desktop versions for Office. This includes: Outlook, Excel, Word, OneDrive, PowerPoint and SharePoint among others. Because this is a subscription service you will always have the latest versions of all of these applications at your fingertips.

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RingCentral

RingCentral is a cloud-based VoIP system that is packed with features perfect for the growing business. This system has detailed call handling capabilities, options, video conferencing, faxing, and a mobile app to manage your practice on the go

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