Technology Suite
Our relationships with proven technology and custodial partners create the foundation of a commitment that ensures your clients stay where they belong—at the top of your priority list.
Navigating the complex and varied technology solutions and performing due diligence on each can be a time-consuming and costly endeavor for any advisory firm, so we’ve done the research and due diligence for you.
Through our technology partners, you gain access to a complete, end-to-end, and integrated experience that includes the industry’s most innovative solutions.
From first contact to the ongoing meetings that re-establish your relationship, our trusted partners provide the tools you need to strengthen every interaction you have with your clients.
Every Piece of the Technology Puzzle.
Already Complete.
- Applications and integrations in one place
- Manage client communications
- Access custodians, compliance and planning software
- Highly customizable by Advisor
- Client by client portfolio analysis at Advisor’s fingertips
- Web-based platform with customization down to the individual client level
- Secure document storage for all financial, legal, and investor documents
- Clarity of performance from portfolio down to individual holdings
- Daily reconciliation, account activity and updated performance
- Annual, quarterly and monthly client performance reporting
- Report customization down to the client level
- Thousands of reports and modules available
- Activity summary
- Performance summary
- Asset allocation
- YTD Realized profit / (loss)
- YTD Unrealized profit / (loss)
- Manager Performance
- Investment and risk objective
- Reference portfolio review and analysis
- Proposed portfolios with commentary
- Hypothetical back testing of portfolio performance
- Portfolio comparison of current vs. proposed
- Portfolio performance in a variety of pre-designed scenarios
- Complete book-wide transparency
- Enterprise, advisor, and account level clarity
- Variety of business insights:
- AUM over time
- Growth and attrition factors
- New account dashboard
- Performance metrics
- Billing and revenue reporting
- Advisory fee comparison
- Training modules
- Professional, client-ready research reports
- Manager snapshots include historical performance, risk metrics, and style/diversification breakdowns
- Coverage includes equities, separate accounts, hedge funds and ETFs
