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In our practice we use many powerful tools to help us better serve our clients. Here are some we frequently use to give you an idea of the capabilities we offer
Advizr is a secure online tool to help you organize, plan and store information about your personal finances. It connects your various accounts so you’ll always be up to date and runs performance scenarios for planning. It even stores critical documents like will’s & trusts so relatives can access if needed. We offer Advizr as a value to our clients.
Riskalyze is a simple tool to help us quantify how you view financial risk and design your portfolio accordingly.
IncomeConductor’s platform provides financial professionals the ability to create, track and manage customized income plans that deliver a structured yet dynamic withdrawal strategy to their clients throughout the next phase of their lives.
Redtail is a cost-effective & easy-to-use CRM tool tailored for today’s financial professional.
Orion offers a broad suite of financial tools to design, manage and support client portfolios
Morningstar is a leading provider of investment research services.