eMoney
Emoney is a comprehensive financial planning software application that offers clients both, goals-based and cash-flow based, analysis critical when facing any major financial decision. Client’s have the ability to connect all of their accounts in a consolidated view of their complete financial picture.
Black diamond
Black Diamond is a third-party performance reporting platform offering aggregation of client accounts, customizable reporting and daily reconciliation. Through the Black Diamond client portal, clients experience a customizable and interactive online environment they can access anytime, anywhere.
Charles Schwab
Recognized as one of the top industry leaders, Charles Schwab offers investors a contemporary, full-service approach to build and manage their investments, providing investment-related products, services, and sophisticated financial planning that combine the best of what people and technology have to offer.
Fidelity
We’ve partnered with Fidelity Investments to bring our clients sophisticated technology and highly personalize service together to offer clearing, custody, investment products, and trading services. Fidelity Investments manages approximately $7.4 Trillion in assets for more than 4 million people spanning eight countries across North America, Europe, Asia and Australia.