Partners

Custodian

Altruist is the modern custodian for independent RIAs.

IB's turnkey custody solutions help advisors build competitive advantage, manage their business effectively and serve clients efficiently.

my529, Utah’s official nonprofit 529 educational savings plan, is highly rated by Morningstar Inc.

Charles Schwab believes in the power of investing to help individuals create a better tomorrow.

Shareholders Service Group (SSG) provides brokerage and custodial services exclusively for independent registered investment advisors (RIAs).

TD Ameritrade Institutional empowers more than 7,000 independent registered investment advisors to transform the lives of their clients.

Pontera enables advisors to securely trade clients' held away accounts, including 401(k), 403(b), and more.

Coinbase is the easiest place to buy and sell cryptocurrency.

IncomeConductor’s platform provides financial professionals the ability to create, track and manage customized income plans.

Envestnet MoneyGuidePro is dedicated to making goal-based financial planning efficient and approachable.

RightCapital is a next generation financial planning software that allows advisors to do more planning in less time with its innovative features.

Redtail Technology is a leading provider of web-based Client Relationship Management (CRM) in the financial services industry.

Salesforce is the global leader in Customer Relationship Management (CRM), bringing companies closer to their customers in the digital age.

Wealthbox is a CRM application for financial professionals known for its modern product design.

Analyze portfolios with confidence, make compelling presentations and win new clients.

Morningstar Advisor Workstation provides financial advisors with tools for investment planning, portfolio analysis, and security research.

Riskalyze is the company that invented the Risk Number®, which powers the world's first Risk Alignment Platform.

ACP is a community of tax-focused financial advisors who provide comprehensive tax and financial planning strategies for their clients.

XY Planning Network is the leading organization of fee-only financial advisors who specialize in working with Gen X and Gen Y clients.

Zoe is the premier growth network for top-tier financial advisors.