Envestnet MoneyGuide is dedicated to the mission that everyone needs and deserves a quality financial plan - and focuses exclusively on helping advisors use financial planning to more effectively motivate each client to create, implement and maintain an investment strategy that best meets their lifetime financial goals.

Independent. Insightful. Trusted. Morningstar Provides Stock Market Analysis. Our Reliable Data & Analysis Can Help Both Experienced Enthusiasts & Newcomers.

iCapital is the financial technology company with the mission to power the world’s alternative investment marketplace. Our clients benefit from iCapital as the industry’s trusted technology partner, providing an end-to-end lifecycle operating system that empowers them to explore, invest in and adopt alternative products.

You have the ability to text message your clients directly and have all incoming and outgoing messages automatically archived.

View complex client portfolios holistically – even held away, private and real assets – to make smarter investment decisions and generate superior outcomes.

Automate document signatures, enable straight through processing and transform client experiences. This secure mobile-friendly application allows paperwork to be processed quickly and securely.

Circle Black is an integrated advisor hub, built on an open platform that's fast, scalable, and easy to deploy. This is RBC’s account aggregation and client engagement platform.

Mobile check deposit system that allows clients to conveniently deposit checks using a fax, cellular phone or smart device.

Allows for client and portfolio risk alignment with the clients’ risk tolerance. Uses leading scientific theory to objectively pinpoint an investor’s Risk Number.

Our powerful suite of tools enables you to confidently navigate the journey from prospect to meeting, and from meeting to loyal client, while staying true to your fiduciary duty. Experience unparalleled growth potential and maximize your firm’s success with Nitrogen.

Robust web platform for tracking all business and compensation you generate. Incentive Compensation Management service is designed for optimal compatibility and flexibility toward your business objectives.