Advent Portfolio Exchange
Advent Portfolio Exchange integrates portfolio management data and client data (CRM) on a single, searchable SQL database, enabling client service staff and investment decision makers to work with consistent data.
The platform provides GIPS-compliant composite reporting and maintenance, automated rebalancing, cost basis tracking and tax lot entry, outside assets reporting, support for derivatives and an online client portal option. Advent also provides automated packaging for customized client reports.
Albridge provides enterprise data management, which involves collecting, consolidating and delivering client account information from hundreds of data sources, representing banking, brokerage, insurance, trust and 401(k) assets, and then delivering a single client view to the advisor.
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.
Blueleaf provides comprehensive live data reporting and client interaction software. Blueleaf Advisor delivers simplified performance reporting, either online or printed, that eliminates the headaches and costs of typical quarterly reports.
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.
eMoney provides advisors with goals-based financial planning software that includes an intuitive interface, powerful data integration, and resources to improve collaboration and efficiency.
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 is a state-of-the-art digital advice platform offering independent financial advisors an intuitive and highly customizable solution to help serve clients seamlessly and efficiently.
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.
Fi360, a fiduciary education, training and technology company, helps financial intermediaries use prudent fiduciary practices to profitably gather, grow and protect investors’ assets.
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 is a leading consumer full-service tax preparation provider that offers face-to-face, online, and software solutions.
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.
Hanlon Advisory Software
Hanlon Advisory Software is a wealth management software company offering a broad range of features for analysis, compliance, asset allocation, reporting and presentation.
The company’s portfolio management capabilities can help advisors manage mutual funds, equities, fixed income, mortgage-backed securities and alternative investments – including partnerships and real estate. The Interactive financial planning module provides a holistic perspective for advisors to furnish clients with expert advice on retirement planning, education funding and estate planning. Its sophisticated relational database contains client goals, tax and cash flow items, assets, liabilities and insurance. Interactive’s customer relationship management software gives advisors the power to transition seamlessly between a client’s personal information and account data, a benefit unavailable with standalone CRM modules. Features available include practice intelligence, client and advisor access, practice management and compliance support.
MoneyGuidePro is a client-centered financial planning system that is intuitive and easy to use, while still providing sophisticated analyses and results.
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.
Morningstar® ByAllAccountsSM is data aggregation technology that helps advisors improve operational efficiencies by eliminating manual data gathering.
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℠ is a single, all-inclusive platform designed to support the core aspects of an advisor's practice. It features portfolio management and performance reporting, research capabilities, and investment planning integrated with Morningstar analytics.
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.
Orion Advisor Services
Orion Advisor Services offers a web-based portfolio management and accounting solution through a dedicated portfolio accounting service bureau.
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.
Portfolio Pathway is a comprehensive, cloud-based wealth management platform.
Portfolio Pathway offers a modern and simplistic user interface for Portfolio Reporting, Fee Billing, Mobile Client Tools and Rebalancing and Trading solutions.
Redtail delivers web-based Client Relationship Management (CRM), paperless office Imaging solutions and Email Archiving and Retention services.
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.
RIA in a Box®
RIA in a Box® provides the leading compliance solution for investment advisors, helping advisors achieve operational excellence in the areas of registration, on-going compliance and cybersecurity.
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.
RightCapital is a next generation financial planning software that allows advisors to do more planning in less time with its innovative features.
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 is transforming the industry by empowering investment advisors to capture a quantitative measurement of client risk tolerance, and use that data to win new clients, capture and meet expectations and quantify suitability.
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.
Trust & Will for Advisors
Trust & Will is a modern approach to digital estate planning, offering legally valid documents designed by attorneys to adhere to individual state guidelines. Through the advisor dashboard, advisors can refer clients and have the ability to track clients progress and view documents.
WealthConductor LLC (“WC”) was founded in 2017 by advisors experienced in the retirement marketplace.
We understand the challenges financial professionals face and what they need to succeed. WC’s revolutionary retirement income platform, 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.