Year founded: 1968
Year end: Dec. 31
Technology
| Social Media & Mobile | |||
| Allows advisers to use social media | Y | ||
| Social media sites allowed | Facebook | ||
| Dedicated mobile application for advisers? | N | ||
| Primary purpose of mobile application | — | ||
| Software Offered | |||
| Account aggregation software | Albridge Wealth Reporting (Albridge, an affiliate of Pershing) eMoney 360 (eMoney Advisor) Built in house/Proprietary CashEdge |
||
| Compliance software | RegEd Built in house/Proprietary Erado |
||
| CRM | Ebix CRM Smartoffice (Ebix) Grendel Online (Big Brain Works LLC) Redtail CRM (Redtail Technology) Salesforce CRM (Salesforce.com) SmartOffice (Ebix) Desktop based CRMs |
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| Document management | Redtail Imaging (Redtail Technology) PreciseFP |
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| Financial planning | Cheshire Wealth Manager (Cheshire Software Inc.) Easy Money (Money Tree Software Inc.) eMoney360 (eMoney Advisor) Finance Logix (Envestnet) Golden Years (Money Tree Software Inc.) MoneyGuidePro (PIEtech Inc.) Morningstar Advisor Workstation (Morningstar Inc.) NaviPro Planning Suite (Advicent, formerly Zywave) Silver Financial Planner/Silver Online (Money Tree Software Inc.) TOTAL Planning Suite (Money Tree Software Inc.) 3D Asset Management Income Conductor BetaVest ClearPath Center for Fiduciary Management [FiRM] fi360 RetireUp Riskalyze The Income for Life Model The Retirement Analysis Kit [TRAK] Torrid |
||
| Portfolio management | Albridge Wealth Reporting (Albridge, and affiliate of Pershing) Black Diamond (Advent Software Inc.) Morningstar Office (Morningstar Inc.) Built in house/Proprietary In house advisory platform is built on Envestnet |
||
| Portfolio rebalancing | Advisor Rebalancing (Envestnet/Tamarac) | ||
| Robo-advice | |||
| Offers robo-advisory platform? | N | ||
| If not, when plans to offer a robo-platform | — | ||
| Robo-advice services offered | — | ||
| How robo-platform developed | — | ||
| Charge for robo-advisory services? | — | ||
- Notes
- N/A = Not available
- N/D = Not disclosed
- — = Information not available or not disclosed
All 2011-2016 recruitment and staffing data is as of Dec. 31 in the calendar year displayed. Prior year recruitment and staffing data is as of Sept. 30. All financial figures are for firms' year end, unless noted.
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