Who We Partner With
View our list of partners below.
A leading provider of comprehensive brokerage and custody services to more than 5,000 fee-based, independent Registered Investment Advisors and their clients. Their advanced technology platform and outstanding personal support allow advisors to run their businesses more efficiently and optimize time spent with clients.
Capitect provides a technology solution to streamline the portfolio construction and rebalancing process through advanced engineering and innovative design. Going above and beyond simple model portfolios, Capitect enables advisors to deliver personalized portfolios unique to each client’s circumstances, goals, and objectives using the advisors’ own investment strategies. Capitect’s complete solution includes a mobile-friendly client portal and reporting, portfolio construction tools that allow for “infinite drill down” and customization, and ongoing rebalancing technology and services. Embraced by leading advisors and integrated with the industry’s leading custodians and technology applications, Capitect’s sophisticated technology is disrupting traditional portfolio management approaches.
Provides a revolutionary financial planning tool that digitizes and redefines the financial planning experience. Using cutting-edge technology, we significantly cut down time and cost of creating a plan and improve user experience. Designed to promote interaction and collaborations between advisors and clients, RightCapital provides a simple and powerful financial planning tool and a Personal Finance Management (PFM) portal to create financial plans real-time.
Your all-in-one archiving solution for social media, email, and websites. XY Archive is included with XYPN membership at no additional cost. This includes up to 8 sources per member of any social media, email, and website sources.
The first payment processor designed specifically for the rapidly growing segment of financial advisors who work on a fee-only basis. In addition to a hassle-free interface, AdvicePay celebrates the ability to collect recurring payments or one-time fees while staying compliant with state regulators throughout the U.S., a key piece of the puzzle missing from other payment processors.
Provides Financial Planning Flowcharts to help you quickly and easily solve the most common planning situations asked by your clients.
A simple, social, and collaborative Client Relationship Management CRM for financial advisors.
Simplifies and automates compliance for advisors, allowing you to spend less time on compliance while getting more done.