Our Partner Marketplace serves as an educational tool and resource for our members with the intent to educate and bring awareness to the various products and services within financial services sector and beyond with discounted or promotional pricing, resource tools, demo links, video tutorials, and other helpful collateral to learn more about each partner.
We continue to welcome vendors interested in promoting their product or service at the pricing of their respective organization’s choice.
For vendors with inquiries or interest in becoming a part of our Partner Marketplace, please e-mail firstname.lastname@example.org for additional details.
CRM & DICTATION SOLUTIONS
Is the leader in Web-Based Client Relationship Management solutions for the financial advisor.
Wealthbox is a web-and-mobile CRM application for financial professionals. Integrated with leading broker-dealers and wealth-tech partners, Wealthbox is known for its modern product design that results in a powerful yet simple user-experience for RIA firms of all sizes.
Copytalk is the only transcription service specially-managed and engineered to meet the financial-service industry’s uniquely rigorous standard of accuracy and privacy in the transcribing of dictated client meeting notes.
COMPLIANCE & BUSINESS SOLUTIONS
Is a platform designed to streamline billing and payment processes for fee-for-service financial planning.
RIA IN A BOX
RIA in a Box® is a leading provider of compliance, cybersecurity, and registration software and service solutions for investment advisers.
RIA Compliance Firm
PORTFOLIO & PLANNING RESOURCES
Allows investment advisors to capture a quantitative measurement of client risk tolerance, and use that data to win new clients, capture and meet expectations and quantify suitability.
Is a platform is designed with innovative tools and modules to help professionals with all aspects of estate and legacy planning within their practice. Never leave the software to engage, prepare, plan, execute, illustrate, connect, review, administer and settle any type of clients estate.
RightCapital is a next generation financial planning software that allows advisors to do more planning in less time with its innovative features. A user-friendly interface and interactive, easy to use features help advisors differentiate their value and simplify the financial planning experience for clients. A rigorous and robust calculation engine generates results quickly and accurately, providing confidence and flexibility for advisors.
Asset-Map believes everyone deserves to understand their finances to make better decisions about what matters most. By combining design thinking and personal finance, advisors can display a client’s complete financial picture with clarity. Using Asset-Map with clients is proven to strengthen the advisor/client relationship, drive compliance, increase engagement, uncover opportunities, and ultimately improve planning for the future.
ORION ADVISOR TECH
Is the premier portfolio management solution provider for registered investment advisors. Orion Advisor Tech offers integrated and fully customizable technology solutions that advisors need to help grow their businesses over the long term.
Discover client money mindset with DataPoints. Our assessments help advisors, planners, and coaches identify client personality, attitudes, and money. Based on over 40 years of research that went into The Millionaire Next Door, DataPoints gives professionals the insights needed to personalize guidance and help clients achieve their financial goals.
TRUST & WILL
Trust & Will works with thousands of advisors to help implement a modern estate planning solution to help add peace of mind and comprehensive planning. We offer state specific documents in all 50 states at an affordable price.
WEBSITE HOSTING & MARKETING RESOURCES
TWENTY OVER TEN
Is the leading digital marketing platform for the modern financial advisor,helping advisors drive, capture and convert more leads through, dynamic websites, lead-capturing landing pages, engaging blogs, customizable, ghost-written content (that you can use wherever you like), and built-in SEO tools for optimal performance.
Snappy Kraken is the leading provider of marketing automation, online advertising, and bold, unique marketing for financial advisors.
Take advantage of professionally-designed custom, responsive websites, time-saving email and social media marketing automation, plus an extensive library of award-winning, FINRA-reviewed content.
Intention.ly is a growth engine design firm working with financial technology and financial services firms to drive demand for their solutions and services, and set a foundation for ongoing success. We’ve built powerful marketing engines at some of the industry’s biggest firms, and as your outsourced marketing team, we’ll do the same for you.
MISS MONEY PLAN
Miss Money Plan & The Battle Against E-motion is a book that empowers financial education for kids and the adults that read with them.
We help Financial Advisors demonstrate their value and grow their client base through building authentic, trusted relationships through gifting. Unhappy with traditional gift offerings that are expensive, boring, and oftentimes both, we set out to craft the perfect balance of convenience and personalization and have served hundreds of thousands of customers since 2015.
Bento Engine is the only integrated technology and content solution designed to provide proactive, impactful advice beyond investing to your clients and prospects during key moments on their financial journeys. Our automated engine plugs directly into your CRM – no new system to learn or additional logins. It scans for advice opportunities and automatically equips you with compliance pre-approved content coming in multiple formats.
Offers coaching and partnership services to advisor firms – and straightforward financial advice to the investing public.
Offers private and group coaching for female financial advisors who want to get laser-focused, raise their confidence and comfort in developing more client and COI referrals, define and bring in more ideal clients, regain control of their life and DO a productivity 180!
Are you a woman in a financial planning practice struggling with overwhelm, discouragement, and exhaustion? It’s not your fault. Our degrees, certifications, and continuing education courses never taught us the most important skill we need to execute on our plans and dreams for our businesses and for our lives. As an advisor myself, and a certified life and business coach, I want to help you break the cycle of overwhelm and exhaustion and create the results you are seeking in life and business.
CLIENT ENGAGEMENT & DATA GATHERING
PreciseFP, advisor fintech designed to facilitate working remotely with clients, is one of the fastest-growing companies in its space. PreciseFP is a client engagement and data gathering platform tailored to the financial services industry.
Clocr, short for Cloud Locker, is the industry’s first, patent-pending all-in-one digital estate planning and disbursement platform. Clocr saves you time and money, eliminates the pain and frustration in passing on your online accounts, social media accounts, and other digital assets the legal way. Clocr allows you to organize your online accounts and assign beneficiaries, store important documents, manage your passwords, send messages to your loved ones, and pass on your legacy the right way.
RISKALYZE FEARLESS INVESTING SUMMIT
At the Fearless Investing Summit, you can network with over 1,000 attendees from around the country and discover the latest developments in wealth management and advisor technology. Join us for three days this October 2-4th in sunny Miami to network, recharge, evaluate new ideas, hear from world-class thought leaders, and more!
THE PONTEM GROUP
The Pontem Group is an active search and staffing firm, founded by a CFP to assist the wealth management and financial planning space with team building. They have 15+ years of experience in the financial advice profession and understand pressures and concerns of financial planners/wealth management advisors.
ACADEMY OF CPM
The Academy of CPM manages the Certified Portfolio Manager® designation, a credentialed program of excellence for training discretionary portfolio managers. In partnership with Columbia University, the CPM designation provides financial advisors and planners with a deeper understanding of fundamental security analysis, asset allocation and portfolio management concepts.