Technology Partners

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.
 
Envestnet
Envestnet, Inc. (NYSE: ENV) is a leading provider of unified wealth management technology and services to investment advisors. Their open-architecture platforms unify and fortify the wealth management process, delivering unparalleled flexibility, accuracy, performance and value. Envestnet solutions enable the transformation of wealth management into a transparent, independent, objective and fully-aligned standard of care, and empower advisors to deliver better outcomes. Advisors using Finance Logix and Envestnet’s platform will benefit from a seamless integration for quick access and data sharing between applications.
 
FinaMetrica
FinaMetricaPro provides a scientifically validated technique for assessing financial risk tolerance and an easily understood methodology for incorporating the assessment directly into the Finance Logix financial plan and asset allocation module.
 
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 Reuters  
Thomson Reuters Wealth Management provides innovative solutions for retail and institutional brokerage firms, financial advisors and individual investors. Our powerful, scalable productivity and decision support tools enable our clients to grow relationships, offer personalized service and increase assets under management.
 
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.