CHARLES SCHWAB’S ADVISOR CENTER
Providing industry-leading custody services and sophisticated tools to deliver specialized services and exceptional value to RIAs.
TD AMERITRADE’S VEO ONE
In addition to custody services, Veo One offers an improved interface to flexibly manage your business, and also available are access to TD Ameritrade’s iRebal and thinkpipes to help you identify and adjust to the dynamics of the market.
BLACK DIAMOND
This essential tool extracts portfolio information directly from our custodians where we can review portfolio performances and create client reports in a single platform. It also offers enhanced workflow and technologies to manage the quarterly management fees sent to the custodians.
SMARTRIA
This software also integrates with our business partners, and it is this technology that houses all of our SEC books and records requirements while managing our compliance calendars, requisite actions and tasks. It also monitors the personal trades of our advisors.
REDTAIL
Provided to help keep up with all of the various client needs while also helping us track and manage future prospects.
EMMA
Manages and tracks receipt of our digital compliance communications while Global Relay runs seamlessly in the background to help us maintain compliance of external clients communications.
MORNINGSTAR
Provided to continually evaluate and monitor the performance of our sophisticated portfolios as well as to identify new investment ideas to stay abreast in our ever-changing market.
MONEYGUIDE PRO & MONEYTREE SILVER
Platforms used to provide custom financial plans for our clients providing interactive tools to prioritize goals and provide a robust platform for stress testing against the long-term expectations of our clients.
HOLISTIPLAN
A valuable tool to efficiently analyze tax-related information used during financial planning scenarios.