Partner Integrations

Morningstar Wealth is an intuitive digital experience allowing you to focus your time, energy, and attention to build your business, uniting investment options from Morningstar and a curated selection of asset managers, with intuitive tools and unique insights.

Nitrogen (formerly Riskalyze) invented the Risk Number® and empowers advisors to construct and propose portfolios that are aligned to their clients so they can be fearless investors. nitrogenwealth.com.

From contact management to compliant texting, document storage, and email archiving, Redtail's tools are built to help financial professionals stay connected, organized, and ready for whatever comes next.

SmartOffice CRM helps drive operational efficiencies, boost revenues, and support exceptional client service.

Wealthbox® is a CRM platform for financial advisors that launched in 2014. Integrated with leading custodians and wealthtech partners, Wealthbox is known for its modern product design, powerful features, and intuitive user experience. 

Altruist is building better financial wellbeing by strengthening the relationship between RIAs and their clients. With intuitive software for account opening, trading, reporting, and billing, advisors of all sizes are empowered to run a practice that makes time for connection. 

Apex Fintech Solutions provides essential infrastructure and a comprehensive ecosystem of cloud-based products to enable and streamline trading, wealth management, cost basis, tax reporting, custody, and clearing.

Axos Advisor Services delivers flexible custody solutions and integral technology integrations, helping RIAs streamline operations and enhance client experiences.

Betterment Advisor Solutions is the all-in-one custodial platform purpose-built for independent RIAs. Serve more clients, more efficiently, across cash, investing, and retirement. Power your business with automated back office and portfolio management software, backed by high-touch service and support.

Fidelity Investments is a leading provider of investment management, retirement planning, portfolio guidance, brokerage, benefits outsourcing and other financial products and services to institutions, financial intermediaries, and individuals. For more information about Fidelity Investments, visit Fidelity.com.

Flourish helps advisors grow their firms by delivering innovative, delightful, RIA-centric solutions for every aspect of their clients’ financial lives.

Integration allows you to easily connect all account information and automatically update values daily

Interactive Brokers is an automated global electronic broker serving individual investors, hedge funds, proprietary trading groups, financial advisors and introducing brokers.

LPL Financial is a leading wealth management firm that empowers independent financial advisors with the technology, resources, and support they need to serve their clients and grow their businesses.

Max is a leading cash management solution for independent financial advisors and their clients. Max helps clients earn dramatically higher yields on their cash by offering access to market-leading rates, increased FDIC insurance coverage and same-day liquidity. Funds always remain in clients' own bank accounts, so there’s no risk of commingled funds or omnibus accounts. Max's patented intelligent cash management technology monitors interest rates daily and helps clients move their funds to the highest rate accounts to earn more as rates change.

my529 is Utah’s nonprofit, direct-sold 529 education savings plan. With more than $26 billion in assets under management, my529 is consistently ranked among the nation’s top 529 plans for its low fees and high-quality investment options. For more information about my529 and its financial advisor-friendly features, visit advisor.my529.org or call 888.529.1886.

Navigate changing markets and regulations with BNY Pershing. Enhance your profitability and business growth with innovative wealth management and investment strategies. Take full advantage of our comprehensive expertise in financing, collateral management, and global trade execution.

Integration allows you to easily connect all account information and automatically update values daily.

RBC Clearing & Custody delivers a broad range of securities industry technology solutions, operational capabilities, financial products and support services to help independent financial service providers run, grow and protect their businesses.

At Schwab, we are champions of independence. Count on our unmatched scale, passion, and dedication to help you—the independent RIA—Own your tomorrow™

Provides integrated technology, custody, and investment infrastructure designed to help you scale your business and focus on your clients.

TradePMR (Member FINRA/SIPC) is a custodial services provider for independent financial advisors that was founded by an RIA and built exclusively for RIAs. For more than 25 years, TradePMR has worked with growth-minded RIAs, providing innovative technology and modern growth tools that are backed by service and support to help advisors transform their businesses. For more information, visit www.TradePMR.com.

Addepar is a global technology and data company that helps investment professionals provide the most informed, precise guidance for their clients. Hundreds of thousands of users trust Addepar to empower smarter investment decisions and better advice. Addepar’s open platform integrates with more than 100 software, data and services partners to deliver a complete solution for a wide range of firms, use cases and geographies.

Advisor360° delivers a flexible wealth management platform that solves digital transformation needs, building, integrating, and delivering software that ensures greater productivity.

Advyzon is a highly configurable platform that combines portfolio management, client reporting, billing, CRM, and a client portal in a command center, eliminating repetitive data entry, manual workflows, and friction-filled day-to-day experiences.

Integrating with Albridge connects client information in Albridge to a client in RightCapital. Once linked, RightCapital pulls in position-level account data from each account and connects them with the client's net worth.

Allianz Life Insurance Company of North America, one of the Ethisphere World’s Most Ethical Companies®, has been trusted since 1896 to help millions of Americans prepare for financial uncertainties and retirement with a variety of innovative risk management solutions.

AssetMark is a leading wealth management platform that provides flexible and purpose-built solutions to independent financial advisors and their clients.

SS&C Black Diamond Wealth Solutions offers a fully integrated wealth management platform that spans from financial planning to CRM, portfolio reporting and trust accounting, compliance and more. This platform empowers firms to operate smarter and engage clients more deeply.

Blueleaf's all-in-one platform offers reporting, multi-channel advisor and client experience, rebalancing and trading, billing, invoicing, and automation technologies.

Flexible platforms and leading-edge wealth management solutions that enable wealth firms to grow and transform on their own terms.

Capitect offers modern, holistic performance reporting, flexible client billing, and personalized portfolio rebalancing tailored for today's advisors and their clients.

CircleBlack transforms fragmented advisor tools into a single, AI-powered command center, connecting critical data and workflows across portfolio management, customer relationship management, and financial planning.

DST Vision allows financial intermediaries to view fund, shareowner account, and dealer information for over 400 product companies.

Jackson provides products, resources, and support to empower Americans to plan for retirement with confidence.

Nationwide, a Fortune 100 company based in Columbus, Ohio, is one of the largest and strongest diversified financial services and insurance organizations in the United States.

Orion is a leading provider of integrated Technology and Wealth Solutions that empower financial advisors to deliver exceptional client outcomes while driving growth and efficiency. Orion's Technology Solutions include tools for portfolio management, financial planning, trading, reporting, risk, client engagement, and CRM. Orion's Wealth Solutions include a robust Turnkey Asset Management Platform (TAMP), access to third-party strategist models, and proprietary investment solutions.

Panoramix provides portfolio management software specializing in performance reporting and billing to RIAs and independent financial advisors. With a growing list of partners and integrations, Panoramix is flexible enough to integrate seamlessly into an existing tech stack, while still being robust enough to stand on its own. Feature rich and budget friendly, Panoramix is industry recognized as a best value.

Wealth management technology designed to help RIAs streamline and automate the wealth management process.

Wealth Access is a leader in wealth data technology that helps collect, combine, and enrich customer data.

Dispatch is the universal data layer for wealth management. Dispatch helps RIAs and broker-dealers move client and account data cleanly between the systems they already use, so workflows like onboarding, account opening, and advisor transitions run faster, with fewer errors and far less manual work.

Jump is an AI-powered assistant for financial advisors that automates key tasks, improves compliance, reduces risk exposure, and more.

Tired of back-and-forth emails, fillable PDFs, and endless data entry? Use PreciseFP for efficient data gathering, onboarding, and ongoing maintenance.

Zocks is the AI Assistant for financial advisors. Its privacy-first platform saves financial advisors 10+ hours a week by automating administrative tasks like meeting notes, intake and account opening forms, tailored client emails, and more. With powerful integrations and enterprise-ready controls, Zocks turns every client conversation into structured, accurate data and insights that strengthen relationships and fuel business growth. Learn more and start a free trial at zocks.io.