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.

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.

Telemessage

You have the ability to text message your clients directly and have all incoming and outgoing messages automatically archived.

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.

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.

Chax

Mobile check deposit system that allows clients to conveniently deposit checks using a fax, cellular phone or smart device.

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.

Riskalyze

Allows for client and portfolio risk alignment with the clients’ risk tolerance. Uses leading scientific theory to objectively pinpoint an investor’s Risk Number.

Morningstar

Independent. Insightful. Trusted. Morningstar Provides Stock Market Analysis. Our Reliable Data & Analysis Can Help Both Experienced Enthusiasts & Newcomers.