Technology drives our work. Are you getting the most out of your tech? Our vendors have a solution for your customer relationship management (CRM), research and client technology.
Orion Advisor Solutions
Orion Advisor Solutions is the premier provider of the tech-enabled fiduciary process that transforms the advisor-client relationship by enabling financial advisors to Prospect, Plan, Invest, and Achieve within a single, connected, technology driven experience.
YCharts is an investment research platform that enables smarter investments and better client communications. Built for RIAs, YCharts offers comprehensive data, powerful visualization tools, and advanced analytics for equity, mutual fund and ETF research, portfolio construction, idea generation, and market monitoring. More information: ycharts.com and @ycharts.
Morningstar, Inc. is a leading provider of independent investment research and offers an extensive line of products and services for individual investors, financial advisors, asset managers, and institutional investors in the debt and private capital markets. Power great investment advice with tools built on Morningstar’s independent data, research, and analytics from a team of over 350 global experts.
Asset-Map believes everyone deserves to understand their finances to make better decisions about what matters most. Founded by financial advisor H. Adam Holt in 2008, Asset-Map combines design thinking and personal finance to produce graphically-rich Asset-Maps that display a client’s complete financial picture with clarity. Using Asset-Map with a client is proven to strengthen the advisor/client relationship, drive compliance, increase engagement, uncover opportunities, and ultimately improve planning for the future. For more information, visit asset-map.com.
Redtail Technology is a leading provider of web-based CRM solutions in the financial services industry. Affordable and widely integrated, Redtail is committed to providing financial advisors with the core technologies that drive their day-to-day operations.