Technology Partners

The Information Exchange for Advisors provides a holistic view of your clients’ entire financial profile.
Grow your business with a web-based portfolio management system you will never outgrow.
AppCrown provides a comprehensive solution to develop the business of broker/dealers, independent RIAs, and R/Rs. Broker/dealers are able to grow their enterprise value through AppCrown strategic implementation and applications.
AssetBook is the complete portfolio management system for investment advisors looking to minimize their administrative demands and maximize their client interaction. AssetBook is the premier Portfolio Management Software as a Service (SaaS) designed specifically for investment advisors. AssetBook provides advisors with an industry-leading combination of web-based software and personalized service including Portfolio Accounting, Reporting, Trading, and Client Access.
Outsourced performance reporting for investment advisors via a secure, easy-to-use, web-based application.
Founded in 1999, ByAllAccounts delivers reconciliation-ready data to advisory firms. The ByAllAccounts-Advisor Products technology partnership enables clients to view brokerage, bank, and other accounts, including held-away assets, from their personal client portal.
Since 1999, Cabinet NG has been helping companies with their document management and workflow software. Their passion is to see customers successfully make the transition to centralized document management.
Over 80,000 advisor users and 20,000 insurance users can’t be wrong. We’re proud of our web-based CRM, imaging, performance reporting, and allocation modeling – but it’s the hundreds of integrations and data feeds that really free you up to spend more time with your family and your clients! It’s also one of the reasons why Ebix is the 3rd Fastest Growing Company in the World.
A comprehensive, visual, dynamic, and collaborative financial planning solution delivered online or on your desktop.
Laser App Software creates products that combine state of the art form filling technology with a massive library of industry related forms.
Intuitive, goal-oriented or cash-flow planning solutions that fit your practice, delivered on your desktop or online.
Sophisticated, client-centered software that makes financial planning easy, fast, smart, and fun.
A web-based portfolio management application and service bureau that frees you from data management.
Easy to learn yet comprehensive web-based CRM, imaging, and emailarchiving for financial professionals.
Trumpet is the leading provider of comprehensive document management solutions for the financial planning industry. Trumpet combines deep experience in the financial advisory field with extensive "tech" know-how to streamline your firm into the paperless world.
Give us a call at 888-274-5755 or email us.
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