Technology Partners

Trusted Technology Partners


Advent Portfolio Exchange integrates portfolio management data and client data (CRM) on a single, searchable SQL database, enabling client service staff and investment decision makers to work with consistent data. The platform provides GIPS-compliant composite reporting and maintenance, automated rebalancing, cost basis tracking and tax lot entry, outside assets reporting, support for derivatives and an online client portal option. Advent also provides automated packaging for customized client reports.


Albridge provides enterprise data management, which involves collecting, consolidating and delivering client account information from hundreds of data sources, representing banking, brokerage, insurance, trust and 401(k) assets, and then delivering a single client view to the advisor. Albridge also offers scalable and reliable Web-based portfolio accounting and performance reporting solutions. Its applications are designed to consolidate multi-custodial client account data from hundreds of sources so firms and advisors can analyze and report investor performance at the individual holding, asset class, account or household levels on demand, for any time period.


Blueleaf provides comprehensive live data reporting and client interaction software. Blueleaf Advisor delivers simplified performance reporting, either online or printed, that eliminates the headaches and costs of typical quarterly reports. Investors can access an advisor-branded client portal to see information on all of their accounts in one place, such as balances, performance allocation and detailed holdings. All client data is delivered through a single connection to Blueleaf's data API, dramatically simplifying data.


Morningstar® ByAllAccountsSM is data aggregation technology that helps advisors improve operational efficiencies by eliminating manual data gathering. The technology electronically retrieves data for client accounts and delivers it directly to the advisor’s PMS or CRM, enabling top-down views of all client assets, both those managed directly as well as those in held-away accounts. The result is secure, consolidated client records, helping advisors make more effective recommendations based on a holistic view of a clients’ financial holdings.


eMoney provides advisors with goals-based financial planning software that includes an intuitive interface, powerful data integration, and resources to improve collaboration and efficiency. Its modeling software enables advisors to project clients’ incomes, analyze savings trends and track taxation. Advisors and their clients can also see the growth of portfolio assets year by year, by asset class and by account. eMoney also provides advisors with in-depth analytics to help them gauge the financial health of their clients as well as their own business.

nsolidated client records, helping advisors make more effective recommendations based on a holistic view of a clients’ financial holdings.


Emotomy is a state-of-the-art digital advice platform offering independent financial advisors an intuitive and highly customizable solution to help serve clients seamlessly and efficiently. Emotomy offers portfolio construction modules with backtesting, optimization, overlay and rebalancing tools. The investment universe includes ETFs, mutual funds, equities, fixed income, alternative investments, and models comprised of these assets. Risk management tools once only available to institutions investing billions of dollars are available to any financial advisor with the click of the mouse. Operations can also be simplified with Emotomy’s  automatic account updates, compliance and disclosure document delivery,  paperless client onboarding, automated trading capabilities, and fee billing reports. Sales and marketing efforts can be enhanced by using the white-label robo-advisor platform complete with  automated presentations.  Emotomy offers these online tools for an attractive asset-based fee.


Interactive Advisory Software is a wealth management software company offering a broad range of features for analysis, compliance, asset allocation, reporting and presentation. The company’s portfolio management capabilities can help advisors manage mutual funds, equities, fixed income, mortgage-backed securities and alternative investments – including partnerships and real estate. The Interactive financial planning module provides a holistic perspective for advisors to furnish clients with expert advice on retirement planning, education funding and estate planning. Its sophisticated relational database contains client goals, tax and cash flow items, assets, liabilities and insurance. Interactive’s customer relationship management software gives advisors the power to transition seamlessly between a client’s personal information and account data, a benefit unavailable with standalone CRM modules. Features available include practice intelligence, client and advisor access, practice management and compliance support.


MoneyGuidePro is a client-centered financial planning system that is intuitive and easy to use, while still providing sophisticated analyses and results. MoneyGuidePro features on-line collaborative planning between advisors and clients. MoneyGuidePro’s PIEtech helps advisors use financial planning to more effectively motivate each client to create, implement and maintain an investment strategy that best meets their lifetime financial goals. Its unique client-centered approach supports a sophisticated, goal-oriented planning process that is more meaningful to the client and more productive for the advisor.


Morningstar® OfficeSM is a single, all-inclusive platform designed to support the core aspects of an advisor's practice. It features portfolio management and performance reporting, research capabilities, and investment planning integrated with Morningstar analytics. Morningstar Office features the most current Morningstar research data on 325,000+ investments, sophisticated planning tools, complete portfolio accounting and performance reporting, client management tools, e-mail and calendar functions, batch reporting, archiving, a client web-portal and more.

Morningstar® Principia® CAMS brings performance reporting and portfolio accounting to Principia. Advisors can track portfolios and integrate investment data from Principia's research modules to provide timely comparisons and recommendations. Easy-to-generate reports detail a portfolio's performance and help advisors communicate regularly with clients.


Orion Advisor Services offers a web-based portfolio management and accounting solution through a dedicated portfolio accounting service bureau. Fee-based investment advisors use Orion to unload daily tasks like data reconciliation, tax lot accounting and printing and mailing statements. A sophisticated suite of customized performance, valuation and cost basis reports enables advisors to spend more time with clients. Orion provides an integrated portfolio management solution and full service bureau to fee-based investment advisors.


Redtail delivers web-based Client Relationship Management (CRM), paperless office Imaging solutions and Email Archiving and Retention services. Offered as a subscription service, Redtail provides financial professionals with tools necessary for their trade in an easy to use fashion that they can get up and running quickly. Key tools include client management, sales automation, client support and marketing automation. Redtail's high-performance platform is compatible with all environments and it integrates with many popular financial industry solution companies.


Riskalyze is transforming the industry by empowering investment advisors to capture a quantitative measurement of client risk tolerance, and use that data to win new clients, capture and meet expectations and quantify suitability. Riskalyze invented the Risk Number, which powers the world’s first Risk Alignment Platform, empowers advisors to execute the digital advice business model with Autopilot, and enables compliance teams to spot issues, develop real-time visibility and navigate changing fiduciary rules with Compliance Cloud. Advisors, broker-dealers, RIAs, asset managers, custodians and clearing firms today manage more than $120 billion on Riskalyze’s platform in pursuit of its mission to align the world’s investments with each investor’s Risk Number.


Volatilityscore.com is a risk tolerance questionnaire and asset allocation reporting system designed to help advisor's better link their client's risk tolerance with the appropriate portfolio. The Volatility Score program is the low cost provider of risk tolerance measurement tools financial advisors can use with their clients. Advisors can use volatilityscore.com to educate clients, reduce stress and ensure their clients have a portfolio matching their risk tolerance. The Volatility Score program also offers a Proposal Generator system that allows advisors to make Portfolio Proposals that show how a prospective client might perform with the recommended portfolio vs their existing portfolio. Advisors will save money, maintain compliance, reduce stress and win business with volatilityscore.com.

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