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Wednesday, February 22, 2012
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Advisor Exchange
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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. |
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Albridge Solutions
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Albridge Solutions 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. |
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Amrita Financial
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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. |
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AppCrown
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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. |
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Bridge Portfolio
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BridgePortfolio.com, Inc. (“BP”) 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. |
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Laser App Software
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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. |
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Microsoft
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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. |
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Morningstar
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Morningstar 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.
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Orion Advisor Services, LLC.
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Orion Advisor Services, LLC's (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. |
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Redtail Technology
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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. |
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Schwab Performance Technologies®
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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. |
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XLR8
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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. |
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