Our strategic partners and integrations

Redtail provides web-based client relationship management (CRM), paperless office, and email archiving solutions in the financial services industry. The company is dedicated to helping advisors efficiently grow their firms by providing them with the core technologies that drive their day-to-day operations, offering low-cost and easy-to-implement applications and integrating with many of the industry’s most widely used applications.

Wealthbox offers a CRM software application that helps financial advisors manage their clients and collaborate as a team. Integrated with custodial platforms and complementary wealth-tech products, Wealthbox’s modern product design offers simplicity in the user experience that’s combined with powerful CRM features. Wealth management firms, advisor networks, and broker-dealers use Wealthbox to help them serve clients, streamline operations, and grow their businesses. Wealthbox is owned by Starburst Labs, Inc. 

Ebix SmartOffice provides a robust practice management solution that helps advisors analyze, service and communicate more effectively with clients using their key metrics and SmartOffice’s unique, multi-disciplined financial services specific data model and integrations.

A comprehensive contact management system that helps advisors keep in touch with clients. It also helps you organize your office, work more efficiently, and increase sales.

An app company for wealth management firms to organize their business model for the digital future with powerfully integrated enterprise apps to help you reach customers, streamline the business and obtain seamless financial data aggregation and turnkey third-party application integrations around the CRM.

Skience delivers innovative digital strategies and solutions that transform businesses. Skience offers advisory and CRM implementation services within the Salesforce ecosystem, as well as an industry-leading, enterprise-class digital platform for broker-dealers and registered investment advisors that provides wealth managers an efficient way to unify their technology, increase back-office and advisor productivity and set the stage for a great client experience.

Where information meets action. Junxure CRM lets you spend less time managing data and more time delivering high-touch client services at scale. With powerful turnkey CRM functionality, your team will enjoy full transparency into firm-wide activity and personalized reporting.

Envestnet | MoneyGuide is a financial planning software platform that focuses exclusively on helping advisors to more effectively motivate each client to create, implement and maintain an investment strategy that best meets their lifetime financial goals.  

RightCapital offers an innovative financial planning tool that provides both goals and cash flow based financial planning. Right Capital’s platform includes planning options for: retirement, education and insurance planning, tax-efficient distributions, social security and Medicare planning and budgeting and debt planning. They provide account aggregation, a client portal, digital client onboarding and a mobile app for an interactive advisor-client experience.

Asset-Map provides a scalable software as a process (SaaP), to help financial professionals, who lead with advice, collect, visualize and analyze client household facts in order to provide holistic guidance in minutes not hours. Adopted by thousands of professionals worldwide, Asset-Map consistently proves that clients want more consumable interactive experiences from their advisors, and firms of advisors who use Asset-Map report significant lifts to their revenue while providing client's delight.

As a scalable wealth management solution, they enable financial professionals, firms, and enterprises of all sizes to build stronger and more collaborative client relationships, streamline business operations, and drive revenue and growth.

Holistiplan is an award-winning tax planning software solution for advisors. Built to systematize and automate the process of reviewing a client's tax return to uncover potential planning opportunities, Holistiplan was created and designed by two CFP's®. The software is designed to accomplish what has historically been two competing goals in the financial services profession: to streamline the financial planning process for advisors while helping to improve it for every client. 

Trust & Will is a modern approach to digital estate planning for financial advisors, offering legally valid documents designed and approved by estate planning attorneys to adhere to individual state guidelines. Through the advisor dashboard, advisors can refer clients and have the ability to track clients' progress and view documents. 

Morningstar helps find the optimal level of investment risk for your clients with Morningstar Profiler. Built on FinaMetrica – our academically validated psychometric risk-tolerance assessment – Profiler helps advisors measure a client’s risk tolerance, adjust risk profiles and provide solid financial investment advice and help put clients on the path to prosperity.

Riskalyze empowers 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.

Absolute Engagement provides its Client Insights Platform that helps you use direct input from your clients to uncover unmet needs, actively engage your clients and increase referrals. The platform combines hands-on guidance with innovative technology and tools, to help you gather input and feedback, generate new insights and take meaningful action.

ProudMouth is in the business of liberating the world’s experts from the purgatory of sales, allowing them to get back to their passion and profitability. We help them transform themselves into authorities in their fields. The kind of experts who are actively sought out by clients. We do this by leaving traditional lead-generation tools where they belong — in the past. Through professionally produced podcasts, and a host of social strategies we give them a louder, more focused, always-on voice that invariably positions them as the go-to gurus.

AdvisorStream is a marketing platform that helps financial advisors and firms drive growth through highly engaging and personalized communications that investors enjoy and trust. Win new business and strengthen relationships by sharing client communications powered by content licensed from the world’s most trusted publishers (e.g., The Wall Street Journal, Forbes, The Economist, The New York Times, and more). Learn how you can leverage AdvisorStream’s powerful digital marketing platform to discover new opportunities, increase your share of wallet and enhance the client experience.

FMG powers an all-in-one marketing platform that helps financial advisors and insurance agents attract new leads, stay connected with clients and grow their businesses. Rated first in market share and customer satisfaction three years in a row by T3 Software Survey Report, FMG helps its customers develop comprehensive marketing strategies and automate their most effective marketing tactics.

Snappy Kraken is an automated growth program that combines technology, content, and education to help financial advisers expand market share while simultaneously delivering higher-quality experiences for existing clients. Uniquely, Snappy Kraken offers exclusive advertising territories to ensure our advisers never run the same online ads as their competitors. This added layer of differentiation helps ensure better outcomes than other advertising solutions available to advisers today. 

Bob Veres' Inside Information is written for leading practitioners in the financial planning profession. A subscription grants access to the best thinking around the profession, including innovations in marketing, practice management, portfolio management and client service. Inside Information provides the best content in the profession but is generally most applicable to the more successful and more advanced advisory practices.

ReminderMedia helps you connect with your clients and prospects regularly by sending them a free bimonthly subscription to your very own, personally branded American Lifestyle or Start Healthy magazine. They help you connect with your network on a regular basis in a classy and cost-effective way.

Foreside offers governance, risk and compliance (GRC) consulting for RIA's and broker-dealers. Their Partner Program is tailored and priced to suit various client needs and provides a selection of service levels for the continuous support of your firm's compliance program.

RIA in a Box is the leading software-as-a-service (SaaS) provider of compliance, cybersecurity, and operational software that empowers an RIA firm to efficiently construct a robust compliance program with a single solution.

Over 20 years of providing compliance software to the global financial industry. Clients include asset managers, broker-dealers, private equity firms, insurance providers, investment banks, and diversified financial institutions. Our scalable, easy-to-use STAR solutions provide a 360-degree view of employee and business activity to help firms monitor and reduce risk, meet regulatory obligations, gain efficiencies and drive employee adoption.

TalentLink Solutions is a full-service HR Consulting firm, exclusive to supporting independent advisory firms. Whether you need an employee handbook written, have an employee relations issue/question or need to find talent for your firm, they can do as little or as much support as you need.

FP Transitions specializes in valuation, M&A, continuity, enterprise growth, equity management, and internal and external succession planning for financial service businesses. Through planning and intentional action financial professionals can enhance value and create sustainability to provide stability and growth for the business, its team, and its clients.

BizEquity provides advisors the ultimate business owner engagement platform. It allows advisors to value their clients' business in real-time, on their own white label.

PreciseFP is a fintech designed to facilitate working remotely with clients. PreciseFP is a client engagement and data gathering platform tailored to the financial services industry. Our platform makes manual data entry a thing of the past by automatically sharing client data with CRM and financial planning tools as well as by prefilling custodial, b/d, and insurance forms. Clients and prospects receive personalized engagement templates that are prefilled, making the experience easier and more relevant for your clients. By providing clients with the online experience they desire, clients remain more fully engaged and financial firms receive complete customer profiles with quality data.

Itegria provides a 360-degree, comprehensive approach to your firm’s technology needs through the Advisor Virtual Desktop. The Virtual Desktop delivers a fully personalized and familiar desktop experience, with all the simplicity of centralized management for your firm. Wherever you are in the world, you can count on VDI to empower you with industry-specific strategic guidance on technology trends, security, and technology-related regulatory compliance on virtually any device.

The Bancorp offers our advisors and their clients flexible lending and deposit services in an effort to preserve assets and promote holistic wealth management. The SEI Cash Access Account (CAA) for checking provides clients with premium banking features and access to their portfolio funds. And the Securities-Backed Line of Credit (SBLOC) enables clients to achieve timely access to funding while keeping their investment strategies and portfolios intact.

Supernova Lending, LLC offers a cloud-based, industry-leading securities-backed lending solution. Nationwide Smart Credit^SM is an end-to-end software solution that automates the securities-based lending from origination through the life of the loan—the technology is powered by Supernova. This securities-backed lending solution and technology enables advisors to effectively and efficiently manage client liabilities and to further build better financial futures for their clients.   

A wealth management platform that specializes in data aggregation, analytics and reporting for even the most complex investment portfolios. The company works with hundreds of the top financial advisors, family offices and large financial institutions globally. 

Delivers a deeply-integrated SaaS platform that unifies the systems that broker-dealers, roll-up Registered Investment Adivsors, and insurance firms and their advisors need to run their business more efficiently and support their clients more effectively.

A provider of enterprise data management solutions that deliver a single view of an investor's broad range of assets. Our proprietary technology consolidates and reconciles client account and transaction data from hundreds of data sources representing banking, brokerage, insurance, retirement, managed accounts and more.

Aggregation and Reporting tool (formerly Investigo) receives files for thousands of providers and millions of client accounts daily. We provide data reconciliation, aggregation and client reporting for the wealth management industry. Our desktop provides a 360-degree view of assets including advisory, brokerage, direct business, life insurance products and retirement accounts as well as held-away and proprietary sources.

Provides award-winning post-trade operations workflow solutions and data services for reconciliation, trade matching, settlement notifications and wire processing, and client fee billing to global institutional buy-side firms. Asset managers, hedge funds, fund administrators and outsourced service providers use Electra solutions across their middle and back offices in an effort to reduce and manage risk start to finish, improve operational efficiencies, accelerate fee billing and revenues, and enhance counterparty and investor experiences.

Launched by a team of advisors with decades of experience in the retirement marketplace. The team has an understanding of the day-to-day challenges financial professionals face and what they need to succeed helped us design and build a proprietary, time-segmented, online retirement income management tool that empowers advisors, firms and their clients to plan for retirement more simply, more accurately, and more reliably.

The perfect solution for emerging practices seeking to create efficiencies through cloud-based portfolio accounting technology, enhanced client reporting, and streamlined billing — all on a platform that is designed to grow with you.

The company's core solution provides a web-based operations platform that manages all aspects of compliance, commissions, workflow and reporting for the financial services industry. In addition, offering integration with providers including SEI.

Nexus helps RIAs and broker-dealers automate tasks and notifications, leverage staff resources, increase incident response time and optimize their current IT infrastructure. By having a software solution that focuses on operational efficiency your organization can work smarter — increasing productivity, reducing costs and streamlining processes.

A complete technology solution that combines customizable performance reporting, flexible billing, client relationship management (CRM, configurable client portals, document storage and business intelligence on a single, integrated platform. By providing most, if not all, of the technology a firm might need to run their business, we help advisors streamline their operations so they can focus on growing their business.

Pulse by AssetBook, contains new enhanced features for portfolio monitoring and reporting. Built on an open API, Pulse seamlessly integrates as an additional technology component for financial advisors looking to take control of their tech stack and have access to the most robust pure-play portfolio reporting platform in the market. Pulse by Assetbook helps advisors monitor and understand their key business metrics such as AUM, fee revenue over time, and monitor their top investment holdings and global allocation all from one intuitive dashboard. As a result, advisors can seamlessly grow their business with data readily available at their fingertips.

A comprehensive platform for intelligently automating wealth management firms. Blueleaf combines reporting, rebalancing, client engagement, and billing into a system that's powerful, yet simple to run.

CircleBlack is the all-in-one platform for relationship-focused advisors. They offer you the flexibility to connect their platform to the advisor-tech tools you already use, rather than requiring you use only their functionality. Their core capabilities include performance reporting, trading and rebalancing, billing, and document vault—all accessible through a modern and intuitive advisor dashboard and a beautiful and easy-to-use client experience that is available as a white labeled mobile app and web portal. They have integrations in place with the leading advisor-tech vendors across CRM, planning, and risk analysis—including Redtail, Envestnet MoneyGuide, Riskalyze, and more—as well as direct connections to custodians and financial institutions. Request a demo today to learn more about how they can help you save time and win more business.

MoneyGuide, Inc. is transforming the way financial advice and wellness are delivered. Our mission is to empower advisors and financial service providers with innovative technology, solutions, and intelligence to make financial wellness a reality for everyone. Advisors across some of the largest U.S. banks, wealth management, and brokerage firms leverage the MoneyGuide platform to grow their businesses and client relationships.

Empowers financial intermediaries to use the Prudent Practices® in an effort to gather, grow and preserve investors’ assets with a fiduciary standard of care. Our training, technology and analytics make implementing a prudent process for all clients easier at every step.

A leading financial technology and turnkey asset management platform (TAMP); combining a comprehensive and fully-integrated platform with the best available portfolio solutions. Our customizable open-architecture platform and our spectrum of investment strategies address all essential needs of investment advisors and institutional investors by helping them grow faster and serve their clients more efficiently.

Orion Advisor Tech exists to help fiduciary-minded advisors realize their unique vision for success. Our innovative technology includes client experience tools, tax-intelligent rebalancing, efficient billing, integrated planning, and automated compliance monitoring, all aimed at empowering advisors to improve their firm’s productivity, strengthen client relationships, and disrupt traditional ways of thinking. 

A comprehensive suite of portfolio reporting, billing and trading capabilities, intelliflo portfolio eases the workload of portfolio management and helps improve the client experience, helping you grow while giving you a single window into your entire client book of business.

Panoramix is a full-featured portfolio management system, concentrating on performance reporting and billing, and helps provide the best value in the industry. Panoramix also has dozens of third-party integrations to complement your tech stack. Panoramix Pro includes a package of advanced features including goal tracking, trading, and composite performance tracking.