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.
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.
Rated first in market share and customer satisfaction in the 2019 T3 Software Survey Report by Morningstar, FMG Suite solutions empower advisors to develop effective marketing strategies and automate their most effective marketing tactics.
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!
Snappy Kraken is the leading provider of marketing automation, online advertising, and bold, unique marketing for financial advisors.
Deemed “The most innovative marketing platform for advisers” by Investment News, and recipient of the 2018 Wealth Management Industry Award for Social Media Leadership, Snappy Kraken is helping advisors automate and streamline their digital marketing efforts in powerful ways.
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.
Copytalk’s services meet the broad need for documentation. Mobile Scribe™ records and transcribes dictation on the go; Digiscribe transcribes everything from meeting notes to uploaded media; Enterprise records and transcribes notes from conferences, meetings, and committees; and Copytalker ™ Fintech Integration embeds Copytalk services into dashboards, platforms, or CRM’s.
We integrate with Redtail, Salesforce, Wealthbox and many more!
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.
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.
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. The money savvy superhero helps teach financial literacy with her budget boomerangs and discipline power as she fights off the supervillain E-motion and her greed grenades and fear flames.
The book helps advisors provide unique client on-boarding and appreciation experiences. It is a personal touch or branding that won’t get thrown away and serves a greater purpose: helping adults teach the next generation about money.
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.
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.
2020 EMONEY SUMMIT: Power to the Plan
The 2020 eMoney Summit: Power to the Plan is an online event set to explore how advisors are leveraging technology, evolving processes, and driving efficiencies in their business to power the plans of the future and deliver a client experience that exceeds expectations. The Summit will over over 1,000 hours of one-on-one training sessions, more than 70 speakers, and 15 or more hours of continuing education for CFP professionals.
The 2020 AdviceTech.Live Event is about bringing together the best of advisor-facing technology leaders to share with the financial professional community their vision and where they are taking us. It’s an attempt to lift advisor awareness into the capabilities and the questions that need to be answered for today and tomorrow – all in one virtual experience.
RIA IN A BOX
RIA in a Box® is a leading provider of compliance, cybersecurity, and registration software and service solutions for investment advisers. We provide ongoing compliance support to over 1,800 SEC and state-registered RIA firms across the country. Our investment adviser compliance programs pair our MyRIACompliance® online software platform with compliance consulting expertise provided by our team of former regulators.
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.