Technology Partners

Client Relationship Management (CRM)

The tools that you need to improve your business processes and provide a consistent level of service to your clients and prospects are available through Redtail Technology. RedTail’s Client Relationship Management (CRM) system was designed specifically for financial professionals, which means the time you spend using it will be productive.

Advisors Assistant is a client relationship management system (CRM) designed specifically for the Financial Services industry. It gives you instant, secure access to your client data from your desktop, from the Web, or from your mobile device any time, any where. The Advisors Assistant unique ClearView Screens put all of your client data at your fingertips and make the program extremely easy to use. is the enterprise cloud computing leader. Our social and mobile cloud technologies—including our flagship sales and CRM applications—help companies connect with customers, partners, and employees in entirely new ways. And thanks to the cloud, all of it comes with low cost, low risk, and fast results.

SmartOffice Premier Edition enables growing firms to manage multiple lines of business and a large number of clients from anywhere, anytime — all while increasing the personal level of service that secures your position as your clients’ most trusted financial advisor. An easy-to-use, industry-specific financial advisor software solution, SmartOffice ties together the diverse pieces of your business — people, process, and systems. As a result, your entire office can do business faster, and build and maintain strong client relationships that drive more business.

Financial Planning Software Partners

eMoney 360Pro is a web-based wealth-planning tool that offers an aggregated, comprehensive view of a client's financial portfolio, as well as features and functions that enable more comprehensive financial planning and concierge-level servicing of a client's needs.

MoneyGuidePro is the first collaborative internet-based financial planning software that makes this easy to accomplish. Its unique, client-centered approach supports a sophisticated, goal-oriented planning process that is more meaningful to the client and more productive for the advisor.

Morningstar Advisor Workstation Edition provides you with web-based client presentation, portfolio analysis, and investment research tools. You can efficiently analyze investments and portfolios to give recommendations using reports and information that your clients can understand.

Invest in needs analysis, financial planning and marketing communications software that will help you get more clients, keep more clients, and sell more products and services. Advicent delivers innovative technology solutions for financial services firms across North America to enhance client service, improve efficiencies and drive organic growth.

Form Filling Solutions

Laser App Software makes it simple to use your existing client data to automatically populate the broker-dealer, clearing firm, and direct product sponsor forms you use most. This technology enables you to complete a typical broker-dealer new account form in about one minute. You can quickly edit the forms right from your computer screen! Since many accounts require numerous forms to be completed, you can save hours the very first time you use Laser App.

eBridge Solutions is a software-as-a-service (SaaS) or cloud-based document management service that allows you to capture, store, retrieve and manage all of your business paperwork. Whether your company is large or small, a web-based arrangement saves time and money and ensures ongoing system reliability and support.

IT Solutions

Avision Technologies works hard to make sure you have the tools you need, when you need them. Whether you are looking for custom software, cloud-based productivity tools, network security and support, or any other IT-related project, their team is ready. Let them answer your IT needs today.


JWCOMMUNICATIONS MARKETPLACE™ on the JWCONNECT™ dashboard is powered by by Peter Montoya, Inc. is both an extensive online library of marketing messages, and new technology that integrates seamlessly with compliance offices.

Marketing Pro has all the professionally-written content of MarketingLibrary standard edition, plus full color postcards, greeting cards, prospecting campaigns, personal handwriting fonts, automated direct mail and email, and a built-in simple CRM system.

Running a successful firm in the twenty-first century requires firms to harness the power of emerging technologies to create both operational and practice development advantages. Evolutionize My Practice has pioneered a process to web enable financial services firms for business success and growth, in an inexpensive, easy to implement, easy to maintain manner. They provide the practice development tools and resources support that a firm desires at prices they can afford to pay.

Emerald Connect is an industry leading firm working with financial professionals to help them achieve their marketing objectives. As the financial services marketplace has evolved, Emerald Connect has improved and expanded product lines with additional prospecting and retention tools, turnkey seminars, client newsletters, personalized websites, online automatic marketing and full-service printing and direct-mail support.

AdvisorSquare’s website designs get results. Using years of in-depth experience, AdvisorSquare, powered by Smarsh, offers financial professionals a dynamic online presence and all the necessary tools to connect and interact with their Internet-savvy clients and prospects. With an AdvisorSquare website, you receive ongoing customer support and effective marketing strategies to help make your website a successful part of your financial services practice.

Transcription & Dictation Services

Mobile Assistant is a J.W. Cole approved, secure, and extremely accurate way to document meeting notes and other information. Stop forgetting important points or trying to manually write out your thoughts and meeting recaps. Save time and money by speaking your notes and let Mobile Assistant professionals do the legwork. How Does it Work? Simple, Talk, Don’t Type.

Copytalk's Mobile Scribe service makes documenting all your important information faster and easier than ever before. Pick up your phone, dial Copytalk, and dictate the details of your meeting, your to do list, reminders, drafts of email, or any other information you want to capture.

Practice Management & Marketing Solutions


Forefield, Inc. is the leading provider of premier financial planning knowledge that is current, consistent, compliant, and customized. Their web-based applications enables advisors to build and enhance trusted relationships, increase revenues, and improve operational efficiency.


Platinum Advisor Strategies provide a host of services for Financial Advisors. Every system, tool, and marketing strategy Platinum introduces to its members is ultimately designed to help them serve their clients in a superior way. By teaching advisors how to run world-class businesses, Platinum enables them to stand out from the competition, attract more clients, and live the life they desire.

Wealth Reporting & Account Aggegation

The Wealth Portal is account aggregation at its best. Unlike other systems or platforms, the Wealth Portal was created for independent advisors to compete against the largest firms.

If used properly a tool like ours can allow an advisor to cross-sell, up-sell, and grow assets while at the same time giving the client what they want; which is a high level view of their assets and liabilities, all consolidated in one place with an advisor who can offer proactive advice.

Albridge Solutions is the leading provider of enterprise data management (EDM) and Web-based portfolio accounting and performance reporting solutions to financial services. Albridge uses patent-pending, state-of-the art technology to collect transaction and position-level data from settlement and clearing firms, custodians, product companies and proprietary systems then cleanses and normalizes the data to power Albridge Wealth Reporting, its Web-based portfolio accounting and performance reporting solution.

DST Vision Professional provides financial intermediaries with the complete client account access they need on a daily basis. Offering a full range of functionality, including consolidated portfolio management, account information, statements, transaction processing and new account establishment, VisionProfessional provides real-time, critical information for effectively managing customer relationships.