Truly digital client onboarding and account opening
The CRM that thinks like an advisor
Holistic engagement across your clients' financial lives
Simple, intuitive financial planning tools
Your custom investment framework, or pre-built models
Tools to implement your investment philosophy at scale
Turn data into insights - for your clients or your colleagues
Streamline operations and increase revenue visibility
Optimize your online presence and attract more prospects
President and Managing Executive
MJP Wealth Advisors
CISO, Managing Partner & Director of Operations
Willow Creek Wealth Management
IT & Digital Marketing Specialist
Bedel Financial Consulting
★Featured Team Member
Jamar Green, Technical Support Specialist
“With digital advice becoming a viable option to serve smaller accounts, advisors in Independent Financial Partners’ (IFP) network asked for the ability to offer the option,” says Chris Hamm, its...
Are you still using a legacy on-premise solution for your CRM? I get it, you're nervous about a number of things. Let me help put your mind at ease. Investment advisors are fiduciaries who innately...
One quality of financial advisors that I admire is that they are avid readers, always looking for the next bit of inspiration and insight to benefit their practices. So when thinking about which...