Our Technology
Envestnet
Envestnet MoneyGuide is dedicated to the mission that everyone needs and deserves a quality financial plan - and focuses exclusively on 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.
Morningstar
Independent. Insightful. Trusted. Morningstar Provides Stock Market Analysis. Our Reliable Data & Analysis Can Help Both Experienced Enthusiasts & Newcomers.
iCapital
iCapital is the financial technology company with the mission to power the world’s alternative investment marketplace. Our clients benefit from iCapital as the industry’s trusted technology partner, providing an end-to-end lifecycle operating system that empowers them to explore, invest in and adopt alternative products.
Telemessage
You have the ability to text message your clients directly and have all incoming and outgoing messages automatically archived.
Envestnet
For 20 years and counting, we’ve innovated in pursuit of one goal: to equip advisors with the tools and resources needed to deliver the most impactful financial advice to their clients. We’re Fully Vested™ in helping clients achieve their dreams—at every stage of life.
Addepar
View complex client portfolios holistically – even held away, private and real assets – to make smarter investment decisions and generate superior outcomes.
DocuSign
Automate document signatures, enable straight through processing and transform client experiences. This secure mobile-friendly application allows paperwork to be processed quickly and securely.
CircleBlack
Circle Black is an integrated advisor hub, built on an open platform that's fast, scalable, and easy to deploy. This is RBC’s account aggregation and client engagement platform.
Chax
Mobile check deposit system that allows clients to conveniently deposit checks using a fax, cellular phone or smart device.
Sei
We bring together the experience, technology, and resources needed to simplify operations, expand products, and open new doors to make complex alternatives easier to navigate.
REDTAIL
Allows for client and portfolio risk alignment with the clients’ risk tolerance. Uses leading scientific theory to objectively pinpoint an investor’s Risk Number.
Nitrogen
Our powerful suite of tools enables you to confidently navigate the journey from prospect to meeting, and from meeting to loyal client, while staying true to your fiduciary duty. Experience unparalleled growth potential and maximize your firm’s success with Nitrogen.
XTIVA
Robust web platform for tracking all business and compensation you generate. Incentive Compensation Management service is designed for optimal compatibility and flexibility toward your business objectives.
Broadridge
Broadridge is a global technology leader with trusted expertise and transformative technology, helping our clients and the financial services industry operate, innovate, and grow