Technology
Our disciplined approach is built on long-term investing and that means the future.
We believe in empowering advisors and clients with collaborative tools to provide the best user experience.
Make Financial Planning a Breeze. Fresh Bread has partnered to deliver RightCapital’s planning platform that transforms complexity into clarity with ease, precision, and dynamism.
Simple, easy-to-use interface.
Beautifully designed graphs and tables help clients see their full financial picture and answer their top questions.
AdvicePay is Billing Simplified.
The choice platform for the modern RIA and financial advisor. AdvicePay provides custom invoice solutions by either direct account debit or charging a credit card.
Global Relay is a technology services company providing software-as-a-service electronic message archiving, instant messaging, compliance, and supervision services with a focus on highly regulated industries.
Smart Analytics for Data-DrivenAdvisors
Kwanti delivers portfolio analytics, stress testing, and proposals.
IBKR is the Professional’s Gateway to the World’s Markets