Tools & Services For Advisors

eMoney Advisor is a digital wealth management platform that enables advisors to deliver personalized advice and helps individuals make informed financial decisions through features like financial planning, investment management, and budgeting.

FMG offers a suite of marketing tools and custom websites to enhance brand awareness, attract new clients, and facilitate meaningful relationships. Access content libraries, automation tools, and various marketing channels for effective client engagement.

Nitrogen empowers advisors to drive a consistent client experience, increase client acquisition and retention, and leverage account analytics. Their suite of tools facilitates the journey from prospect to client, while maintaining your fiduciary responsibilities.

Orion provides portfolio management tools, trading capabilities, performance reporting, and a client portal for seamless communication. Streamline operations and deliver personalized, transparent wealth management services.

Redtail offers a cost-effective and user-friendly system for managing clients and prospects. Leverage process workflows, data reporting, and collaboration tools to manage your prospect pipeline, drive profitability, decrease client attrition, and engage clients with marketing campaigns.

Snappy Kraken is a complete digital marketing system for financial advisors. From websites and social media to original content and marketing automation, Snappy Kraken's platform provides a complete strategy for moving relationships from cold to gold.

Truelytics delivers a data-driven platform for recruiting, growing, and retaining business. Access tools for recruiting, practice management, business performance analysis, market benchmarking, and succession and continuity planning.

Wealthbox simplifies contact and relationship management for clients, prospects, and coworkers. Leverage collaborative workflows, dynamic reports, and integration with custodial and technology applications to enhance practice efficiency.