custodians
We work across different custodians so that you can run your business your way. We are integrated today with several leading firms, with more on the way:
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Pershing
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TD Ameritrade Institutional
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Charles Schwab
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Fidelity
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Others (Coming Soon)
account aggregation
We help financial advisors deliver holistic advice by providing full financial visibility for clients across 14,000 financial institutions:
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Quovo
CRM
Our CRM integrations enable seamless account management across different client types and households:
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Redtail
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Salesforce
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WealthBox
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Junxure
INVESTMENT DATA + ANALYTICs
We partner with innovative analytics companies who are democratizing access to institutional quality analytics:
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FinMason
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IDC
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S&P
TRADING & REBALANCING
We provide tax-smart portfolio optimization and automated rebalancing options that scale across different firm setups and trading styles:
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iRebal
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Smartleaf
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Orion