Advyzon
In a sea of fragmented advisor tech solutions, Advyzon stands out as a transformative alternative, built from the ground up as the wealth management industry’s only comprehensive technology platform. Our unified platform uses single source code to create a seamless user experience. Advyzon is a highly configurable platform that combines portfolio management, client reporting, billing, […]
American Heart Association
The American Heart Association’s Professional Advisor Network serves attorneys, financial advisors, estate planners, CPAs, and other professional advisors across the country. The Professional Advisor Network provides complimentary resources and education to enhance the admirable work of advisors as they empower clients to make a lifesaving impact today or with their legacy.
Holistiplan
Holistiplan is an award-winning financial planning tool specializing in tax and insurance risk management, soon expanding to estate planning. Its OCR technology scans tax returns to generate client-facing Tax Reports in 45 seconds, highlighting planning opportunities. The Scenario Analysis tool models scenarios like Roth conversions and charitable giving. Holistiplan’s Insurance Risk Management tool identifies coverage […]
Charles Schwab
For over 30 years, Schwab has been a leader in supporting independent Registered Investment Advisors (RIAs). We are committed to the success of firms of all sizes, regardless of background, assets under management, or business complexity. Together, we can help you take your business further. Get started by discovering the breadth of services you can […]
Institute for Divorce Financial Analyst
The Institute for Divorce Financial Analysts (IDFA®) is the premier national organization dedicated to the certification, education and promotion of the use of financial professionals in the divorce arena. Founded in 1993, we have certified over 5,000 CDFA professionals in the US and Canada. The Institute for Divorce Financial Analysts is the authority on divorce […]
American Century Investments
Managing Money, Making an Impact: Let’s invest to make a difference in your life and the lives of others. Together we can become a powerful force for good.Being client-centric with a performance-first focus was the initial step—but not the end of the story. The vision has grown to include significant, ongoing contributions to humanity through […]
Vanguard
Vanguard is one of the world’s most respected investment management companies, offering a broad selection of investments, advice, retirement services, and insights to individual investors, institutions, and financial professionals. We operate under a unique, investor-owned structure and adhere to a simple purpose: To take a stand for all investors, to treat them fairly, and to […]
Saturna Capital Corporation
Saturna Capital combines independent, family-owned leadership with a conservative, values-driven investment philosophy to deliver low-risk, long-term financial solutions that align with clients’ ethical and life goals. Rooted in a culture of excellence, sustainability, and education, Saturna builds meaningful relationships with investors through personalized guidance, a holistic product suite, and a steadfast commitment to preserving and […]
Stonecrest
Established in 1986, Stonecrest has successfully underwritten over 1.5 billion in residential and commercial loans while offering steady profits to our investors. We have multiple revenue channels in both Acquistion and Private Debt Funds. With 38 years experience, our dedicated professional have provided steady monthly income and overall portfolio yield as an alternative to bonds.
PIMCO
PIMCO is a global leader in active fixed income with deep expertise across public and private markets. Our extensive resources, global presence and time-tested investment process are designed to help give our clients an edge as they pursue their long-term goals. Our clients rely on an investment process that has been tested in virtually every […]
