Cure your back office blues®
Strategic Partners
Capital Market Consultants, LLC
Capital Market Consultants (“CMC”), founded in 2002, is a respected independent institutional investment consultant that specializes in serving the wealth management industry. CMC provides an array of services including independent and impartial manager research and due-diligence, economic consulting, portfolio structuring, and more. Their clients are financial institutions and wealth management firms. See their site
Lowery Asset Consulting, LLC
Lowery Asset Consulting LLC is a boutique institutional investment consulting firm. We advise endowments, foundations, pensions, and family trust clients representing approximately $9 billion in assets across a range of traditional and alternative investment strategies.
We value our independence and objectivity, which is why asset consulting is our only business. Our approach is driven by our senior professionals broad experience over the past 25 years. See their site
Gery Sadzewicz Consulting, LLC
Gery Sadzewicz Consulting LLC was formed to provide rational, proactive and other value added consulting services regarding a multitude of compliance and risk issues affecting financial service organizations. Issues that can have a direct and indirect impact on the reputation and finances of the organization. Our objective is to get to the heart of the issue, accurately convey risks, arrive at solutions and do so in a manner that minimizes costly administrative burdens. We serve small investment advisory or broker/dealer organizations that, as a result of cost and competitive pressures, are strategically aligned to embrace outsourcing. Organizations who desire to minimize compliance and related costs while accessing the experience and knowledge of a senior securities, investment advisor and investment banking compliance professional with a strong operational and finance background. See their site
National Compliance Services, Inc.
“Choosing the right consulting firm is challenging. At National Compliance Services, Inc. (NCS) our experienced and customer-oriented professionals strive to meet your compliance needs so you can rest easy and focus on what you do best. NCS is a leader in the compliance and regulatory services industry. Our strength is providing reliable, efficient, and reasonably priced products and services for investment advisers, hedge funds, mutual funds, and broker-dealers. Our customized services are designed so you can work closely with an NCS consultant to structure a compliance program that is appropriate for your firm's unique regulatory needs. See their site
Distribution Systems, Inc. (DSI)
We have worked with many financial institutions and individuals in helping them set the foundation for growth. The “foundation” or the strategic planning is extremely important, however, it does not lead to the end result. IMPLEMENTATION is the key! We help you build the foundation and then work with you on the implementation based on your needs and where you would like to take the business. See their site
Integration Partners
Money Guide Pro
MoneyGuidePro is the first collaborative internet-based financial planning software. 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. See their site
Redtail Technology, Inc.
Redtail Technology is a leading provider of web-based Client Relationship Management (CRM), paperless office and email archiving solutions in the financial services industry. Easily affordable, easy to implement and offering integration with many of the industry’s most widely-used applications, Redtail is committed to providing financial advisors with the core technologies that drive their day-to-day operations. CRM is ultimately about not only acquiring and managing your clients and prospects – it’s also about servicing them and, in turn, extracting value from the relationships. At the same time, it’s about doing all of these things while simultaneously improving operational efficiency. See their site
Tamarac, Inc.
Tamarac Advisor is a web-based rebalancing and trade order generation system that provides customized, tax-efficient rebalancing across an unlimited number of accounts or families, greatly reducing the time commitment for rebalancing.
Each account or family is rebalanced in the most advantageous way possible according to advisor preferences and rebalancing factors such as risk, taxes, and costs. Tamarac automatically creates uploadable, multi-custodian trade order files and supports a wide variety of securities-stocks, bonds, funds, ETF’s, etc.
See their site
Junxure by CRM Software, Inc.
Designed by successful financial advisors, Junxure’s powerful office management and automation systems organize your client and prospect information, and then let you take action on it, enabling you to provide the highest level of client service while increasing productivity and profitability. Contact them at 866-586-9873 (option 2).
See their site | See their demo, videos, and screenshots
Make It A Great Day, Inc.
MIAGD is a Creative Marketing and Design Agency dedicated to helping today's financial advisors streamline and grow their business. Our goal is to provide you with the most effective marketing and communication solutions in the industry. Our custom developed advisor products will vastly improve your market exposure, industry credibility, and client communication. Our best-in-class products and services consist of AdvisorFlex™ 2.0 Websites, Dynamic Presentations™, Custom Client Portals, AdvisorEmail™, and Advisor Collateral™. Advisor's prefer our personal service and support. Find out more by calling 877-MIAGD-4U today.
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ByAllAccounts
ByAllAccounts has been delivering reconciliation-ready data to investment management and advisory firms since 1999. Using innovative expert system technology, we provide unparalleled access to financial account data from thousands of custodians and enable efficient and timely account reconciliation, performance analysis and consolidated reporting.
We help you build stronger, more profitable relationships by providing timely, personalized levels of service and better advice based on a more complete understanding of your clients’ assets.
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Morningstar, Inc.
Morningstar, Inc. is a leading provider of independent investment research in North America, Europe, Australia, and Asia. The company offers an extensive line of Internet, software, and print-based products and services for individuals, financial advisors, and institutions. Morningstar provides data on more than 300,000 investment offerings, including stocks, mutual funds, and similar vehicles, along with real-time global market data.
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