Partners

Advisors Assistant

Advisors Assistant provides a client relationship management system (CRM) designed specifically for the Financial Services industry.

Cornerstone Revolutions, Inc.

Cornerstone Revolutions, Inc. provides independent investment professionals with the technology products and services needed to operate independently or with a staff. Cornerstone Revolutions provide their customers with relevant, customizable and scalable offerings that support their independence and grow with their business. Today, the vision for Cornerstone’s suite of PowerInvestmentTools goes beyond simply providing solutions advisors need to meet the daily challenges of doing business.

Cornerstone and MacroRisk have formed an exclusive alliance to offer PowerAnalytics, an integrated, robust and affordable set of tools to help advisors improve investment performance and risk-exposure in different economic conditions. PowerAnalytics combines the data and reporting capabilities of PowerAdvisor with MacroRisk’s ability to manage risk specific to long term investors through patented, ground breaking measures.

Sabrient Systems, LLC

Sabrient Systems is a leading independent equity research firm specializing in custom quantitative investment strategies. Sabrient’s strategies are used by hedge funds, mutual funds, and other professional money managers to create unique indexes that are tracked by exchange-traded funds (ETFs) and Unit Investment Trusts (UITs). Sabrient also provides independent research and tools, based on quantitative analysis, to institutional retail firms, and individual investors.

Shareholders Service Group

Shareholders Service Group provides a wide array of service, support and resources to help manage independent advisory practices. Services span from client service teams to help manage the paperwork, to a comprehensive selection of investment vehicles for implementing your financial planning recommendations, to an advanced platform for managed accounts, reporting and investment research.