Technology Providers

Albridge also offers scalable and reliable web-based portfolio accounting and performance reporting solutions. Its applications are designed to consolidate multi-custodial client account data from hundreds of sources so firms and advisors can analyze and report investor performance at the individual holding, asset class, account or household levels on demand, for any time period.

Investors can access an advisor-branded client portal to see information on all of their accounts in one place, such as balances, performance allocation and detailed holdings. All client data is delivered through a single connection to Blueleaf's data API, dramatically simplifying data.

Its modeling software enables advisors to project clients’ incomes, analyze savings trends and track taxation. Advisors and their clients can also see the growth of portfolio assets year by year, by asset class and by account. eMoney also provides advisors with in-depth analytics to help them gauge the financial health of their clients as well as their own business.

Consolidated client records, helping advisors make more effective recommendations based on a holistic view of a clients’ financial holdings.

Emotomy offers portfolio construction modules with backtesting, optimization, overlay and rebalancing tools. The investment universe includes ETFs, mutual funds, equities, fixed income, alternative investments, and models comprised of these assets. Risk management tools once only available to institutions investing billions of dollars are available to any financial advisor with the click of the mouse. Operations can also be simplified with Emotomy’s automatic account updates, compliance and disclosure document delivery, paperless client onboarding, automated trading capabilities, and fee billing reports. Sales and marketing efforts can be enhanced by using the white-label robo-advisor platform complete with automated presentations. Emotomy offers these online tools for an attractive asset-based fee.

Since 1999, the firm has provided financial professionals with the tools necessary to act as a fiduciary in their work with investors. Headquartered in Pittsburgh, PA, Fi360 is the home of the Accredited Investment Fiduciary® (AIF®) designation, the Fiduciary Focus Toolkit™ and the Fi360 Fiduciary Score®. Fi360 is also the parent company of CEFEX. Learn more at www.Fi360.com, via Twitter or on LinkedIn.

H&R Block also offers adjacent Tax Plus products and services. In fiscal 2017, H&R Block had annual revenues of over $3 billion with 23 million tax returns prepared worldwide. For more information, visit www.hrblock.com.

IncomeConductor provides a complete suite of support to financial advisors who want to re-define their value proposition as retirement income professionals and provide a time-tested income distribution strategy to their clients that is completely customized to their individual needs and goals. We partner with our IncomeConductor community of advisors to continuously enhance our technology and supporting program to help them succeed in the income distribution market. Your success is our success.

MoneyGuidePro features on-line collaborative planning between advisors and clients. MoneyGuidePro’s PIEtech helps 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. Its unique client-centered approach supports a sophisticated, goal-oriented planning process that is more meaningful to the client and more productive for the advisor.

The technology electronically retrieves data for client accounts and delivers it directly to the advisor’s PMS or CRM, enabling top-down views of all client assets, both those managed directly as well as those in held-away accounts. The result is secure, consolidated client records, helping advisors make more effective recommendations based on a holistic view of a clients’ financial holdings.

Morningstar Office features the most current Morningstar research data on 325,000+ investments, sophisticated planning tools, complete portfolio accounting and performance reporting, client management tools, e-mail and calendar functions, batch reporting, archiving, a client web-portal and more.

Morningstar^® Principia^® CAMS brings performance reporting and portfolio accounting to Principia. Advisors can track portfolios and integrate investment data from Principia's research modules to provide timely comparisons and recommendations. Easy-to-generate reports detail a portfolio's performance and help advisors communicate regularly with clients.

Fee-based investment advisors use Orion to unload daily tasks like data reconciliation, tax lot accounting and printing and mailing statements. A sophisticated suite of customized performance, valuation and cost basis reports enables advisors to spend more time with clients. Orion provides an integrated portfolio management solution and full-service bureau to fee-based investment advisors.

Panoramix Pro - includes trading, goal tracking, composites and more.

Portfolio Pathway offers a modern and simplistic user interface for Portfolio Reporting, Fee Billing, Mobile Client Tools and Rebalancing and Trading solutions.

Offered as a subscription service, Redtail provides financial professionals with tools necessary for their trade in an easy to use fashion that they can get up and running quickly. Key tools include client management, sales automation, client support and marketing automation. Redtail's high-performance platform is compatible with all environments and it integrates with many popular financial industry solution companies.

We do this by combining our powerful technology platform with a strong bench of compliance consultants. RIA in a Box^® has helped over 3,500 investment advisors start an RIA firm and provides ongoing monthly compliance support with its MyRIACompliance software as a service platform to over 1,800 RIA firms.

Additionally, we have integrations with the leading advisor technology such as Riskalyze, Orion, Black Diamond, Morningstar, Salesforce, Redtail and Wealthbox.

A user-friendly interface and interactive, easy to use features help advisors differentiate their value and simplify the financial planning experience for clients. A rigorous and robust calculation engine generates results quickly and accurately, providing confidence and flexibility for advisors.

Riskalyze invented the Risk Number, which powers the world’s first Risk Alignment Platform, empowers advisors to execute the digital advice business model with Autopilot, and enables compliance teams to spot issues, develop real-time visibility and navigate changing fiduciary rules with Compliance Cloud. Advisors, broker-dealers, RIAs, asset managers, custodians and clearing firms today manage more than $120 billion on Riskalyze’s platform in pursuit of its mission to align the world’s investments with each investor’s Risk Number.

Learn more here: www.trustandwill.com/advisors