|
|
|
|
|
|
|
|
Advisor Exchange delivers you the industries first open
account aggregation solution. We compile managed and held-away client account
data from over 10,000 sources including custodians, brokerages, fund companies,
insurance providers, and banking, as well as non-investment accounts, such as
loans, credit cards, and bill information. Data is then normalized and enhanced
allowing you to export data into virtually any third-party application you use
to run your business. With this data at your fingertips, you will see your
client's entire financial picture and have more time to spend building client
relationships.
|
|
|
|
Advisor Products
Advisor Products is a leading financial advisor technology and marketing company that creates websites, client newsletters, brochures, and other marketing services for 2,000 independent financial advisory firms. The company also provides logo design, marketing copy, stationery, and email newsletters for financial advisors. The firm customizes its website and print products with financial planning content for high-net-worth individuals. Many of the nation’s leading Registered Investment Advisers, independent Registered Representatives, and independent broker/dealers rely on marketing and technology services provided by Advisor Products.
|
|
|
|
Albridge Solution
Alridge Solution provides the essential components for
wealth management platforms to enable the delivery of an accurate, single view
of all of an investor’s assets. Albridge’s wealth management technology
consolidates and reconciles client account information from hundreds of data
sources that represent banking, brokerage, insurance, retirement, managed
accounts and more. More than 150 financial institutions and 100,000 financial
advisors rely on Albridge to provide holistic financial planning and asset
reporting to millions of investors.
|
|
|
|
Amrita Financial
Amrita Financial is an industry leading life settlement
brokerage and technology firm serving the insurance producer and financial
planning community. It offers best in class industry expertise along with an
unparalleled electronic transactional platform. Its life settlement brokers use
proprietary software to drive more efficient, transparent and lucrative life
settlements for policy sellers.
|
|
|
|
AppCrown
AppCrown provides the most comprehensive integration solution for
broker-dealers and independent RIAs. Whether you are a broker-dealer with over
1,000 reps or an independent investment advisor with $25 million in assets,
AppCrown provides the workflow integration plan to automate and streamline your
internal processes along with all 3rd party financial software applications.
|
|
|
|
Bridge Portfolio
Bridge Portfolio provides a comprehensive outsourced back
office solution to investment advisors. Services include, but are not limited
to, downloading and reconciling client accounts, calculating fees, producing
performance reports and creating and submitting trades. We work with our
advisors to provide a seamless, private-labeled website that gives the end
client access to his/her up-to-date account information. BP allows the
investment advisor to focus his/her attention away from non-value adding
operations and toward activities that add value to clients and which grow the
advisor’s assets under management and revenue.
|
|
|
|
ByAllAccounts
ByAllAccounts delivers
reconciliation-ready data to investment management and advisory firms. Using
innovative expert system technology, we provide an unparalleled access to
financial account data from thousands of custodians and enable efficient and
timely account reconciliation, performance analysis and consolidated reporting.
|
|
|
|
Cash Edge
CashEdge has been the preeminent provider of online funds transfer services to financial institutions for more than ten years and, today, provides its Intelligent Money Movement™ services to hundreds of financial institutions, including the majority of the nation's largest banks. CashEdge’s services are unmatched in depth, breadth, and scalability. The company gathers more than $4.5 billion in new assets each year for financial institution clients through its account opening and funding products and processes nearly $50 billion in online funds transfers annually.
|
|
|
|
Cities Digital
At Cities Digital we are a company dedicated exclusively to document imaging and management solutions. We concentrate our expertise into innovative paperless solutions. By choosing Cities Digital as your imaging technology vendor, you are able to source all of your document management software, services and conversions from the same company. Our team is able to provide document scanning, legacy system conversions, and maintain your software going forward.
|
|
|
|
Climark Advisors Assistant
Client Marketing Systems, Inc. has provided software for the financial services industry for more than 20 years.
The focus of the company has been to provide software and support to users of our primary product, Advisors Assistant. Advisors Assistant is a contact management, CRM, portfolio management and insurance tracking application designed to allow registered representatives, insurance agents, and financial planners track clients, prospects, and financial products.
|
|
|
|
FinaMetrica
FinaMetricaPro provides a scientifically validated technique for assessing financial risk tolerance and an easily understood methodology for incorporating the assessment directly into the MoneyGuidePro financial plan.
|
|
|
|
Junxure
Junxure is the award-winning and flagship product of CRM Software, an innovative software development firm based in Palm Beach Gardens, FL with operations in the heart of the “Research Triangle” in Raleigh, NC, New York City, Ohio, and California. Junxure and its suite of products provide total firm technology for financial advisors to grow, manage and enhance their advisory businesses.
|
|
|
|
Laser App Software
Laser App Software creates products that combine state-of-the-art form
filling technology with our massive library of industry related forms. Forms are
maintained by us so reps/agents can focus on their clients, rather than filling
out paperwork.
|
|
|
|
Laserfiche
Since 1987, Laserfiche® has used its Run Smarter® philosophy to create simple and elegant enterprise content management solutions. More than 30,000 organizations worldwide—including federal, state and local government agencies and Fortune 1000 companies—use Laserfiche software to streamline documents, records and business process management.
|
|
|
|
Microsoft Dynamics CRM
Microsoft Dynamics CRM is a customer relationship management software package developed by Microsoft. Out of the box, the product focuses mainly on Sales, Marketing, and Service (help desk) sectors, but Microsoft has been marketing Dynamics CRM as an XRM platform and has been encouraging partners to use its proprietary (.NET based) framework to customize it to meet many different demands.
|
|
|
|
Microsoft
Microsoft Gold Business Partner Finance Logix has access to Microsoft
software and in-depth product information to help us support our clients.
Having access to new product previews and development updates helps us
to prepare for product launches and deliver state-of-the-art software solutions
centered on the .NET framework.
|
|
|
|
MorningStar
Morning Star employs
more than 180 stock and fund analysts worldwide and maintain one of the largest,
most comprehensive databases in the industry, with information on more than
280,000 investment offerings of 10 types of investments. As of June 30, 2008,
Morningstar provides extensive data on more than 21,000 mutual fund share
classes in the United States, 88,000 mutual funds and similar vehicles in
international markets, 22,000 stocks, 7,200 separate accounts and collective
investment trusts, 1,300 closed-end funds, 99,000 variable annuity/life
subaccounts, 1,800 exchange-traded funds, 8,500 hedge funds, and 90 529 college
savings plans.
|
|
|
|
Orion Advisor Services, LLC (OAS)
OAS service bureau provides Registered
Investment Advisors, Broker/Dealers and Third Party Investment Advisors the
ability to outsource their portfolio management systems and back-office duties
including privately labeled quarterly statements and advisory fee billing. Orion
offers a web-enabled database for the Investment Advisor, Solicitor,
Broker/Dealer and end Client to view account data.
|
|
|
|
Schwab Performance Technologies®
Schwab Performance Technologies is the leading provider of portfolio
management and accounting solutions to more than 3000 independent financial
advisors and investment managers. Our core product, PortfolioCenter®, features a
scalable and flexible platform allowing clients to efficiently work with
multiple custodians and includes a full range of tools to help advisors: analyze
and manage client portfolios, make informed investment decisions and create
professional reports.
|
|
|
|
Redtail Technology
Redtail Technology delivers web-based Client Relationship Management (CRM)
solutions for the Financial Advisor called Our Business Online. This is not your
typical off-the-shelf CRM solution, rather one designed from the ground up to
meet the challenging needs of financial advisors. Unlike traditional CRM
solutions, Our Business Online, is easy to use, quick to deploy and delivers a
rapid return on investment.
|
|
|
|
TD Ameritrade Institutional
TD Ameritrade Institutional* is a leading provider of comprehensive brokerage and custody services to over 4,000 fee-based independent Registered Investment Advisors (RIAs) and their clients. They deliver smart operational solutions, innovative technology, customized practice management and flexible investment solutions, all with one goal in mind—impeccable service. As steadfast advocates for independent advisors, TD Ameritrade Institutional continually speaks out to ensure that RIA needs and their clients' needs are always considered within the regulatory environment. Their collaborative approach and innovative technology solutions ensure that we spend less time navigating a one-size-fits-all solution and more time focused on exceeding your expectations.
|
|
|
|
Thomson Financial
Thomson Financial is a global marketing group of the Thomson
Corporation (NYSE: TOC), is the most complete source for integrated information
and technology applications in the global financial services industry. Working
in partnership with clients, Thomson Financial develops individual workflow
solutions that answer specific data and analysis needs.
|
|
|
|
TrustFort
TrustFort provides you a technology infrastructure that integrates with other providers. The platform allows broker dealers and their Advisors to concentrate on high-value added work like client service and recruitment. It enables the firm to outsource non-core functions through a utility and sets the firm up with a greater operating leverage to increase profitability.
|
|
|
|
XLR8
XLR8 is a custom configuration of Salesforce.com's SaaS based Customer
Relationship Management (CRM) solution. XLR8 was specifically developed and
designed for Financial Advisory firms and Wealth Management professionals and
can be tailored to a specific firm's needs. XLR8 provides a central repository
for client and firm data, communications, scheduling and process workflow. It
includes comprehensive modules that capture core client and contact data,
financial accounts/securities, assets/liabilities, insurance policies, estate
planning documents, income tax, goals, etc. The application can be fully
customized to meet the unique data requirements of any advisory firm.
|
|
|
|
|
|
|
|
|