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.
At Sovereign, we have not only developed a deeply integrated IT Stack, but also, we are fully responsible for maintaining it and customizing it for our affiliated advisors. This is another example of how we do the "heavy lifting" so you can focus on the aspects of your business that you love most.
Orion’s mission is to enable fiduciary advisors to operationalize their vision for success. We do so by delivering best-in-class technology empowering advisors to innovate, disrupt, and win.
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.
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.
[Optional add on: $100 / month]
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.
AdvicePay is the only billing and payment solution designed for financial planners and their unique business needs. The platform is designed to streamline billing and payment processes for fee-for-service financial planning.
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
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.
Global Relay is the market leader in compliant cloud email archiving and compliance monitoring. Global Relay also provides a a compliant solution for texting with clients among many other services.