The quality of an advisor’s advice can dramatically improve by leveraging technology. Implicit in this statement is not that we think technology will replace superior advisors, but instead, make them better. Just the same, we feel that technology can facilitate the client’s ability to more confidently engage with their destiny.
Envestnet provides advanced research, integrated analytics, and expert advisory support to help build winning portfolios and recommendations.
MoneyGuidePro software will bring your clients financial future into focus with a clear and sophisticated plan.
Our CRM software enables a responsive, intuitive, and flexible service solution for your clients’ needs.
Until recently, advisors sitting at large institutions had a competitive edge and independent advisors were forced to compromise tools, technology, and back office support. We are changing that by offering a fully integrated platform that provides end to end support from prospecting to client service.