Capitect

Partners

Custodian

Schwab Advisor Services

Charles Schwab believes in the power of investing to help individuals create a better tomorrow.

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Shareholders Service Group (SSG)

Shareholders Service Group (SSG) provides brokerage and custodial services exclusively for independent registered investment advisors (RIAs).

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TD Ameritrade Institutional

TD Ameritrade Institutional empowers more than 7,000 independent registered investment advisors to transform the lives of their clients.

CRM

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Redtail Technology

Redtail Technology is a leading provider of web-based Client Relationship Management (CRM) in the financial services industry.

Salesfore

Salesforce is the global leader in Customer Relationship Management (CRM), bringing companies closer to their customers in the digital age.

Financial Planning

IncomeConductor

IncomeConductor’s platform provides financial professionals the ability to create, track and manage customized income plans.

MoneyGuidePro (MGP)

Envestnet MoneyGuidePro is dedicated to making goal-based financial planning efficient and approachable.

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RightCapital

RightCapital is a next generation financial planning software that allows advisors to do more planning in less time with its innovative features.

Portfolio Analytics

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Kwanti

Analyze portfolios with confidence, make compelling presentations and win new clients.

Morningstar Advisor Workstation

Morningstar Advisor Workstation provides financial advisors with tools for investment planning, portfolio analysis, and security research.

Riskalyze

Riskalyze is the company that invented the Risk Number®, which powers the world's first Risk Alignment Platform.

Industry Group

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Alliance of Comprehensive Planners (ACP)

ACP is a community of tax-focused financial advisors who provide comprehensive tax and financial planning strategies for their clients.

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XY Planning Network (XYPN)

XY Planning Network is the leading organization of fee-only financial advisors who specialize in working with Gen X and Gen Y clients.