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Alliances

 

TAMPS

Adhesion Wealth ManagementAdhesion’s WealthADV is a comprehensive Managed Investing service, delivering the complete client reporting, back office and unified managed account (UMA) solutions for RIAs. With WealthADV Unified Performance Reporting investors RIAs receive distinctive, consultant style reports, optimized for managed accounts. With WealthADV Unified Managed Accounts (UMAs), client portfolios are constructed from an open-architecture library of money managers and implemented with professional overlay portfolio management.

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A comprehensive, flexible platform for overseeing the entire wealth management process across all account types, delivered through a Unified Managed Account (UMA) program and managed with Salesforce.com integration. A collaborative approach enables advisors to easily implement their wealth management offering while embedding the pillars of an institutional framework:  definable and repeatable investment, sales, and operational processes.

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EnvestnetEnvestnet is a leading provider of integrated portfolio, practice management, and reporting solutions to financial advisors and institutions. They provide an open architecture platform encompasses a broad range of institutional-quality research, investment products, and advisory resources. The Envestnet Advisor Suite™ gives you the tools to conquer complexity and drive your success.

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MMxCHANGE is a new digital marketplace that lets you design, build, and control your own custom investment platform – at a fraction of the cost of other platforms. Its unbundled open architecture allows you to select the solutions you need, when you need them, so you can always meet your clients’ specific goals in a quickly changing market. This unprecedented flexibility enables you to scale your business at a lower cost.

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Custodians

TD AMERITRADE InstitutionalTD AMERITRADE Institutional is a leading provider of comprehensive brokerage and custody services to more than 4,000 fee-based, Independent Registered Investment Advisors (RIAs) and their clients. Their advanced technology platform, coupled with personal support from dedicated service teams, allows investment advisors to run their practices more efficiently and effectively, while optimizing time with clients. TD AMERITRADE Institutional provides a robust offering of products, programs and services designed to help advisors build their businesses and serve their clients. TD AMERITRADE Institutional is a division of TD AMERITRADE, Inc.

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Trade PMRTradePMR is a privately held brokerage firm (Member FINRA/SIPC) located in Gainesville, Florida. Since 1999, it has been a leading provider of Brokerage and Custody services to Independent Registered Investment Advisors (RIAs) and their clients by providing an integrated web-based workstation that enables RIAs to run their practices more efficiently and effectively.

 

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Charles Schwab offers a wide range of investment advice, products & services, including brokerage & retirement accounts, ETFs, online trading & more.

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From complex wealth management to your retirement needs, Fidelity can help you with financial planning. Straightforward pricing with low minimums, no annual account fees, and competitive prices to help your money go further. Utilize easy-to-use investing tools and the latest professional insights from Fidelity's team of specialists.

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Pershing provides global financial solutions to advisors, broker-dealers, family offices, hedge and '40 Act fund managers, registered investment advisor firms and wealth managers. They help their clients power their businesses and maximize opportunities because they can rely on Pershing's industry expertise, innovative solutions and powerful technology. Pershing provides insightful solutions that help create a competitive advantage for clients—so they can help provide a more secure financial future for their clients.

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Proposal Systems

Advisor SoftwareA leading provider of wealth management solutions for the advice market, Advisor Software was founded in 1995 to bring institutional-caliber analytics to the retail investor through financial institutions and their advisors.

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Overlay Software for UMA accounts

SmartleafSmartleaf makes software for financial firms that manage individual investor accounts and provides an integrated workflow solution for overlay portfolio management.

 

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