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.
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 designed to streamline billing and payment processes for fee-for-service financial planning.
ORION ADVISOR TECH
Is the premier portfolio management solution provider for registered investment advisors. Founded in 1999, the firm has unique insights into the advisory profession because it was founded for investment advisors. To realize their mission to help advisors operationalize their vision for success and deliver a best-in-class client experience, Orion Advisor Tech offers integrated and fully customizable technology solutions that advisors need to help grow their businesses over the long term. The firm’s technology solutions empower more than $800B in AUA and over 3 million accounts.
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.
Is the leader in Web-Based Client Relationship Management solutions for the financial advisor.
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.
Offers coaching and partnership services to advisor firms – and straightforward financial advice to the investing public.
Forward-thinking advisors are approaching financial planning as both an art and a science. They are marrying the emotional and psychological elements of behavioral finance with the scientific, data-driven aspects of wealth management to deliver value in new ways. In doing so, they are staying one step ahead–anticipating client needs and preemptively exceeding them. And they are leveraging technology, automation, and predictive analytics to deliver a client experience that is highly personalized and scalable–realizing measurable advantages as a result.
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! We truly understand the pressures, the internal & external barriers, and the time & brain clutter that female advisors face every day. We can help you UNCORK your productivity!