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Partners

OUR INTEGRATIONS, PARTNERS and CUSTODIANS 

Integrations

WealthKit

WealthKit is digitizing state-of-the-art techniques for the management of wealth and debt, and making those tools available to the 99.9% that is currently under-served. The application uses big data and AI to provide structure and insights to the individuals and a near zero cost on-boarding and customer management tool for professionals. The platform utilizes a unique and very user-friendly UI/UX that does not require any sophistication on the part of the users.

It is a premier education tool for learning about personal finance. For professionals, it allows massive scaling into new customer bases leading to increased revenues. It also addresses much of the new Department of Labor Fiduciary Rule requirements.

Stratifi

StratiFi

StratiFi measures and quantifies portfolio risk into an easy to understand score StratiFi’s advisor platform can help you differentiate your advisory business by implementing option-based risk management strategies to enhance client portfolios.

Office 365

Office 365

Office 365 is a cloud-based subscription service that brings together the best tools for the way people work today. By combining best-in-class apps like Excel and Outlook with powerful cloud services like OneDrive and Microsoft Teams, Office 365 lets anyone create and share anywhere on any device.

BlazePortfolio

BlazePortfoliio

Blaze Portfolio develops streamlined, user-friendly trade management solutions for investment managers, RIA’s, wealth managers, broker dealers, family offices, and industry partners.

Microsoft Exchange

Microsoft Exchange

Microsoft Exchange lets you accomplish more with a rich, business-class email experience on phones, tablets, desktops, and the web. Enjoy enterprise email capabilities with bigger and more reliable mailboxes Experience better collaboration with document sharing Add enhanced archiving, security, and compliance features.

ModestSpark

ModestSpark

ModestSpark is a Client Portal and Contract Management software that helps Advisory firms delight their clients and scale their practice.

PARTNERS

WealthKit

WealthKit is digitizing state-of-the-art techniques for the management of wealth and debt, and making those tools available to the 99.9% that is currently under-served. The application uses big data and AI to provide structure and insights to the individuals and a near zero cost on-boarding and customer management tool for professionals. The platform utilizes a unique and very user-friendly UI/UX that does not require any sophistication on the part of the users.

It is a premier education tool for learning about personal finance. For professionals, it allows massive scaling into new customer bases leading to increased revenues. It also addresses much of the new Department of Labor Fiduciary Rule requirements.

Northern Capital Securities

Northern Capital Securities

Northern Capital Securities is a highly specialized institutional investment management firm singularly focused on the fixed income market. Our firm is both a registered broker-dealer and a registered investment adviser. Our position in the marketplace allows us to offer institutional investors professional asset management, trade execution, strategies and research.

We work exclusively with institutional investors. Our clients include registered investment advisers, broker-dealers, trust companies, municipal governments, banking institutions, charitable organizations, foundations, endowments, family offices, corporations and other business entities.

FRA PlanTools

FRA PlanTools

FRA PlanTools LLC was established in 2002 offering the market its flagship risk management product that provides an integrated investment policy statement with a quarterly investment monitoring and selection report.

BeCyberSure

BeCyberSure

BeCyberSure is a unique combination of professionals with a multitude of backgrounds including business, finance and technology to government, military and intelligence; creating a blended knowledge pool with collective experience not commonly found under one service proposition.

CUSTODIANS AND DATA PARTNERS

Fidelity

Fidelity

With Fidelity Clearing & Custody Solutions®, you get that — plus the innovative technology and dedicated service to help you evolve your business.  VToday’s firms need the right tools, resources, and support to drive future results.

FirstClearing

FirstClearing

FirstClearing

TradePMR

TradePMR

TradePMR

RaymondJames

RaymondJames

RaymondJames

DST Vision

DST Vision

DST Vision

Jefferson National

Jefferson National

Jefferson National

Millennium Trust

Millennium Trust

Millennium Trust

Equity Institution

Equity Institutional

Equity Institutional

Pershing

Pershing

Pershing

Folio Institutional

Folio Institutional

Folio Institutional

TD Ameritrade

TD Ameritrade

TD Ameritrade

Schwab Institutional

Schwab Institutional

Schwab Institutional