Our Technology

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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.

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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.

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Telemessage

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

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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.

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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.

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Chax

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

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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.

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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.

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Morningstar

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