Integrations

Addepar, Inc. is a wealth management platform that specializes in data aggregation and performance reporting in order to help investors with complex assets make informed decisions. The company's performance reporting and analytics platform aggregates portfolio, market, and client data all in one place. It provides asset owners and advisors a clearer financial picture at every level, allowing them to make more informed and timely investment decisions. Addepar works with hundreds of leading financial advisors, family offices, and large financial institutions that manage data for over $1.3 trillion of assets on the company's platform. In 2018, Addepar was named as a Forbes Fintech 50 and received Morgan Stanley's Fintech Award for making a significant impact on the firm's mission of continuous innovation. Addepar is headquartered in Silicon Valley and has offices in New York City, Chicago, and Salt Lake City.

Advent Software, Inc., a global firm, has provided trusted solutions to the world's leading financial professionals since 1983. Firms in over 50 countries count on Advent technology to manage their mission-critical operations. Advent's quality software, data, services, and tools enable financial professionals to improve service and communication to their clients, allowing them to grow their business while controlling costs.

Efficient. Compliant. Secure. The only billing and payment solution designed for fee-for-service financial planning.

The choice of a Customer Relationship Management (CRM) solution is about more than just the software decision; it is also about business processes, relationships and system integration. Domain expertise is critical to a successful CRM project outcome, especially for wealth management firms due to the nature and complexity of this business.

Salentica offers unparalleled knowledge and experience in wealth management CRM implementations and how to best tailor them to work for your organization. We understand your business, your terminology and your systems. We have the proven processes to ensure successful deployments and ongoing support.

Advisors Assistant - The Leader in client management software (CRM) since 1985. Combines contact management with insurance tracking and portfolio management. A powerful marketing tool that increases sales, helps retain clients by increasing client contact, and streamlines office efficiency.

Advisor Products Inc. is a client communications and marketing company serving over 1,800 of the nation's leading independent financial advisors. API creates web sites, client newsletters, brochures, and stationery, and assists advisors with branding, writing their marketing copy and designing a logo.

AdvisoryWorld provides Asset Allocation, Portfolio and Investment Analysis, Proposal Generation, Hypothetical Illustrations, Workflow & Document Management and Financial Planning Software Applications to investment professionals including Registered Investment Advisors, Wealth Managers, Broker Dealers, TAMPs, Banks and Insurance Companies.

The company delivers its financial tools through software, remotely as web services and customized as professional services. The portfolio analysis software and investment analysis software and technology enable RIAs and other investment professionals to optimize portfolios using the efficient frontier as well as analyze risk metrics and manage risk by using several Modern Portfolio Theory statistics such as Alpha, Beta, R2, Sharpe Ratio and Correlation.

Advyzon is an intuitive, cloud-based platform that combines portfolio management, flexible performance reporting, client portals, client relationship management (CRM), planning, and business intelligence. Designed with a focus on ease of use and user experience, Advyzon partners with investment advisors to help grow their businesses efficiently and profitably. We are a team of entrepreneurs with decades of experience serving financial advisors. Continuous innovation and providing superior value and support to our clients are the principles Advyzon was founded on.

Albridge Solutions provides the essential components for wealth management platforms to enable the delivery of an accurate, single view of all of an investor's assets. Albridge's wealth management technology consolidates and reconciles client account information from hundreds of data sources that represent banking, brokerage, insurance, retirement, managed accounts and more. More than 170 financial institutions and 100,000 financial advisors rely on Albridge to provide holistic financial planning and asset reporting to millions of investors.

Altruist is the modern custodian built exclusively for independent RIAs. Altruist combines a self-clearing brokerage firm with intuitive software for account opening, trading, reporting, and billing – all in one streamlined solution. With Altruist, you can create custom models, trade fractional shares, automate rebalancing, and share performance with clients using a modern mobile app.

AppCrown provides the most comprehensive integration solution for broker-dealers and independent RIAs. Whether you are a broker-dealer with over 1,000 reps or an independent investment advisor with $25 million in assets, AppCrown provides the workflow integration plan to automate and streamline your internal processes along with all 3rd party financial software applications.

Aqumulate is a third party data management provider that aggregates account information from 8,500+ online financial portals and feeds this data directly into MoneyGuidePro and other third party portfolio technology solutions. With Aqumulate, financial advisors and wealth managers have one feed to capture all their clients' accounts including investment, retirement, banking, insurance, 529's, annuities, REITs and other hard to reach assets, as well as mortgages, loans, bills and other liabilities. Unlike traditional account aggregation solutions which only offer a basic summary view of client assets via screen scraping, Aqumulate delivers a customizable, enhanced solution which includes consistent, normalized and detailed transactions, positions and price information. Aqumulate's technology is an efficient, time-saving solution that allows advisors to improve efficiency and expand the services they offer.

To learn more please visit www.aqumulate.com

AssetBook is redefining web-based portfolio management with ever-expanding flexibility and always with advisors in mind. A versatile package of value-priced features gives RIAs extraordinary power to monitor accounts and communicate with clients. This, along with an ongoing commitment to superior service, is what makes AssetBook an industry leader.

Asset-Map^®'s purpose is to change the conversation between financial professionals and their clients from analysis to advocacy, from judgment to perspective, from paralysis to action. We visually facilitate meaningful financial conversations between professionals and their clients™.

Founded by successful financial advisors, Asset-Map^® delivers practice management solutions transforming the advisor-client relationship by visually facilitating meaningful financial conversations. Advisors choose to use Asset-Map because it provides the next-generation of a continuous discovery process for opportunities to suitably serve their clients. In 2016, Advisors, broker-dealers, RIAs, agents, and agencies have mapped over $326 billion (as of 7/31/16) in financial instruments on the Asset-Map Platform. To learn more, visit www.asset-map.com.

Baer Software, the creator of Hub, facilitates true software integration. Hub integrates and synchronizes best-of-breed, stand-alone software through a cloud-based, unified dashboard. This homogenous integration delivers holistic access to client demographic and account data, as well as core business features of integrated systems while ensuring data consistency and accuracy across all your software. Hub also eliminates redundant, manual data entry by providing you with a single dashboard to create and edit client records which are then pushed/pulled into your suite of software. Enabling technology efficiency is our goal and we want to share it with you.

Blueleaf provides comprehensive data, including custodial, held-away and offline/manual assets via direct custodian integrations and included account aggregation. All this client data is delivered through a single connection to Blueleaf's industry leading data API, dramatically simplifying your data management. It is the simplest and most comprehensive data access available anywhere.

All this great data is part of our comprehensive Blueleaf Advisor platform which also includes:

• Beautiful live-data Client Portal
• Dead Simple Performance Reporting
• Proactive Portfolio Monitoring
• Effortless Document Sharing
• Easy Billing Calculations

You can see for yourself with our 30 day full-featured FREE trial

To learn more please visit www.blueleaf.com

Bridge is a financial technology company with an operating history of over 15 years. We believe everyone should have access to a fiduciary advisor, and fiduciary advisors should have access to technology that is efficient and effective. Our portfolio management software, Atlas, specializes in aggregating and reconciling custodial data to be used for performance tracking and client reporting, billing and invoicing, and providing proactive client insights for advisors. The result: we allow advisors to scale faster, serve more clients, and be more productive.

Founded by a successful advisor, the Capitect platform provides a technology solution to streamline the portfolio construction and rebalancing process through advanced engineering and innovative design. Going above and beyond simple model portfolios, Capitect enables advisors to deliver personalized portfolios unique to each client's circumstances, goals and objectives using the advisor's own investment strategies. Capitect's complete solution includes a mobile-friendly client portal with performance reporting, portfolio construction tools that allow for infinite drill down and customization, and ongoing rebalancing technology and services. Embraced by leading advisors and integrated with the industry's leading custodians and technology applications, Capitect's sophisticated technology is disrupting traditional portfolio management approaches. To learn more, email us at info@capitect.com or visit us at www.capitect.com.

Getting asset information from prospects and clients is often difficult and always time consuming. That's why we have partnered with CashEdge to bring industry-leading account aggregation capabilities to MoneyGuidePro.

Collegiate Funding Solutions provides a unique web-based college planning solution (think TurboTax) that can help you, the professional advisor, easily immediately and dramatically improve your college planning capability and the value you can deliver to clients.

CircleBlack is a wealth management platform designed to make life easier. From individual investors who desire more knowledge and control over their investments to Advisors looking for better ways to connect with their clients, CircleBlack was designed with your needs in mind.

To learn more about an integrated technology suite that, together with MoneyGuide, is designed to simplify advisors' lives, contact the Advanced Planning Team at 800.251.0080 X5096 or at advancedplanning@commonwealth.com. Or, please visit www.commonwealth.com.

Life Insurance. Simplified.

Covr is changing the way life insurance is sold with an innovative, digital life insurance platform. We partner with financial institutions to provide life insurance solutions to their customers in an efficient, easy way that streamlines the process of selling and buying policies. Covr offers a choice of trusted life insurance products from leading insurance carriers, an easy way to compare rates, and the ability to purchase policies within minutes. Through its white labeled solutions, Covr helps financial institutions deliver a great experience under an existing brand their customers already trust.

Covr provides:

• Digitally-enabled sales and service model
• Full, turn key solution for life, long-term care and disability insurance
• Multiple product lines from leading life insurance carriers
• Seamless integration with financial institutions
• White-labeled digital platforms
• AI-driven customer journeys
• Policy aggregation and analytics

For more information, please visit covrtech.com

eMoney Advisor, LLC ("eMoney"), based in Conshohocken, Pennsylvania, is the only wealth-planning system for financial advisors that offers superior transparency, accessibility, security, and organization for everything that affects their clients' financial lives. A technology envisioned and created by advisors for advisors, eMoney's award-winning software and resources are tailored to transform the advisor's ability to implement comprehensive financial plans and prepare their clients for a secure financial future.

ENV - Envestnet's Next Generation Platform. An Enhanced advisor console aimed at making your daily practice of managing wealth more efficient and powerful.

Advisor View™ is an integrated portfolio accounting and management platform that delivers dynamic reporting, portfolio analytics, and flexible billing capabilities with an engaging client portal and iPad app. Advisor View is one of the several web-based applications that comprise Tamarac's fully integrated RIA suite, Advisor Xi^®.

Yodlee^®, the industry-leading personal financial management platform used by financial institutions and millions of consumers, has partnered with MoneyGuidePro to bring you affordable, accurate and secure data aggregation, allowing you to seamlessly include held-away assets in your clients' plans. More than 700 companies globally, including 7 of the top 10 US financial institutions, rely on Yodlee to power personalized financial apps and services for millions of consumers, driving retention, engagement, and revenue. Leveraging the industry's largest data platform, Yodlee also delivers real-time insight into consumer behaviors to create more dynamic interactions.

FIDx integrates technology with planning, positioning, data and products to help advisors deliver retirement strategies to their clients. FIDx enables advisors to offer income and protection as core components of their clients; portfolios—integrated within the same wealth management platforms they already use every day through a seamless and streamlined experience.

FinFolio makes wealth management software for professional investment advisors. Powerful dashboards answer questions about your practice. Print beautiful client reports or upload them to the integrated, mobile-ready client portal in the secure document vault. Rebalance your folios and trade them over FIX using the integrated trade order management. Bill your households and distribute the fees to a network of stakeholders. Developers can build powerful extensions with the integrated REST API.

FIS Wealth Outsourcing Solutions offers a full range of trust and wealth management technology and operational outsourcing solutions, allowing institutions to focus on their core competencies. With services designed to lower operating risk and increase profitability, we specialize in helping wealth management institutions with client-facing activities by creating an all-inclusive operating platform for servicing their clients. Additionally, our PortfolioMARC product delivers a set of tools for addressing the sophisticated business requirements of your investment team. This solution helps investment professionals to effectively Manage, Assess, Report and Consult on high-net-worth (HNW) and ultra-high-net-worth (UHNW) portfolios, providing easy-to-use tools that simplify daily tasks and streamline access to account information.

Where AI meets financial planning. Enabling Advisors to Transform Client Data into Comprehensive Financial Plans.

FP Alpha is an AI-driven comprehensive financial planning solution that enables advisors to provide actionable and personalized recommendations to clients in a scalable, intelligent, and cost-efficient manner across 16 disciplines, all while remaining complementary to current retirement planning software.

Grendel is a sophisticated online solution designed to help you grow, protect, and manage your practice. It integrates all the tools an advisor needs to stay ahead of the curve in one easy to use package. Grendel has several modules including CRM, account aggregation, compliant paperless office, a client portal, and more. Control your monsters™ at www.grendelonline.com starting at $50 per month.

HAS' Solution 360°, the only unified wealth management software solution built on a single database, combines Portfolio Management, Financial Planning, Customer Relationship Management, Back Office Services, Client Portals, and Rebalancing. Leverage technology to streamline your practice and grow your business!

MoneyGuide and Healthpilot's integration allows advisors to easily refer clients to Healthpilot - a free, all-digital platform that makes it easy to choose the right Medicare plan every year.

Based in New York City, HiddenLevers is exploring new frontiers in professional-grade risk management and macro analysis tools, giving financial professionals new ways to tackle economic uncertainty. The toolkit includes portfolio stress testing, macro scenario modeling, a scenario hedging wizard, risk profiles for portfolios and individual securities, state-of-the-art charting, and thoughtful client-facing output.

Infovisa is a leading provider of financial technology solutions delivered to forward-thinking trust, wealth management, and retirement professionals. Infovisa's solutions empower its clients to acquire new customers, invest assets effectively, manage trust and investment portfolios efficiently, and flexibly report results to customers.

For integration information, please contact your Infovisa relationship manager.

Created BY advisors FOR advisors, IPS AdvisorPro^®, an award-winning system for creating fully customized Investment Policy Statements (IPS), offers an ideal solution for standardizing your investment process. A comprehensive and flexible web-based software, IPS AdvisorPro^® can uniquely address all client types, and is easy-to-use.

Ladder is the leading platform for digital life insurance, offering flexible online term coverage in minutes. Ladder uses real-time underwriting to make life insurance as accessible, affordable, and beloved as it should be. Ladder offers coverage from $100,000 up to $8 million, with no medical exams up to $3M in coverage (just health questions asked). Policyholders can also save money over the life of their policy by adjusting their coverage as their needs change.

With this integration, financial advisors utilizing Envestnet | MoneyGuide Elite's Advanced Lifetime Protection tool will be able to estimate clients' coverage needs, generate a quote for Ladder's digital, convenient, and affordable term life insurance, and send clients a link to apply—all from within the Envestnet | MoneyGuide platform.

To access this integration, please sign up for Ladder at www.ladderlife.com/advisors , then reach out to your MoneyGuide relationship manager to turn on the integration.

ClientWorks is our comprehensive advisor platform designed-and continually refined-to help you run your business more efficiently. This intuitive system offers a single location to access all client account types, access data, and process business, including account opening, client management, trading, and more. Sort information based on your needs and place electronic requests without having to move to another system.

MaxMyInterest ("Max") is the leading cash management solution for independent financial advisors and their clients. Max helps clients earn dramatically higher yields on cash with increased FDIC insurance coverage and preferred rates not available elsewhere. All funds remain in clients' own bank accounts, where the money remains FDIC-insured and same-day liquid. Max's patented intelligent cash management technology monitors interest rates daily and helps clients move their funds to the highest rate accounts to earn more as rates change.

Max is available at no cost to independent wealth management firms and includes a range of integrations with leading wealth management platforms as well as the option to include the firm's branding. In addition to offering preferred rates and terms for individual, joint, or revocable trust accounts, Max can also meet the needs of businesses, foundations, non-profits, and other entities. Visit MaxForAdvisors.com to learn more and register for free access to the Max Advisor Dashboard to review your clients' held-away cash balances. Max balance data integrates seamlessly into MoneyGuidePro, enabling advisors to provide more holistic advice and planning on both portfolio and held-away assets.

Morningstar^® Advisor Workstation^SM, our Web-based solution for financial advisors, brings together the best of our capabilities in investment research, client communications, and portfolio management. The result is an online front-office system that works in conjunction with your back-office portfolio accounting and transaction programs.

ByAllAccounts^® is the only provider of intelligent data aggregation for financial services companies and the platforms on which their businesses depend. ByAllAccounts gathers and transforms financial account data from thousands of data sources − regardless of the format it is in − and delivers it to your planning, portfolio management, CRM, compliance, reconciliation or trust accounting system. Improve your operational efficiency by greatly reducing the time it takes to prepare consolidated client reports. Learn more at byallaccounts.morningstar.com

Morningstar Office^SM is Morningstar's complete practice and portfolio management system for independent advisors. This single, all-inclusive platform is designed so that advisors can use it to run their entire practice. Morningstar Office features the most current Morningstar research data on 325,000+ investments, sophisticated planning tools, complete portfolio accounting and performance reporting, client management tools, e-mail and calendar functions, batch reporting, archiving, a client web-portal and more.

Morningstar Office users also have the option to outsource all of their account management and reconciliation with Morningstar^® Back Office Services℠.

Morningstar^® Principia^® is one of the most widely used resources in the financial planning industry. With a powerful research database that includes mutual funds, stocks, variable annuities, closed-end funds, and separate accounts, advisors can conduct advanced research and analysis, monitor portfolios, and propose investment strategies.

Morningstar^® Principia^® CAMS brings performance reporting and portfolio accounting to Principia. Advisors can track portfolios and integrate investment data from Principia's research modules to provide timely comparisons and recommendations. Easy-to-generate reports detail a portfolio's performance and help advisors communicate regularly with clients.

The Morningstar Risk Profiler is a psychometric risk tolerance test that has been validated by over 2 million completions and 20 years. Providing unparalleled defensibility, our Risk Profiler meets or exceeds international standards for assessments of its kind with a reliability of 0.9 out of 1. Our scientific assessment is time tested, drawing on a deep data set to establish rigorous peer groups and give your clients a clear, insightful view into the amount of risk they can tolerate and why. It has been independently vetted using academically rigorous methods and received an A+ rating for legal defensibility.

MX^® enables financial advisors and their clients to collect, refine and present actionable data through data aggregation. Additionally, the visually engaging MX personal financial management (PFM) tools empower clients to create budgets with clarity around spending, debt and cash flow. These tools and experience allow clients to quickly learn about their spending and savings habits and easily track progress, helping them become financially aware. Founded in 2010, MX^® is one of the fastest growing fintech providers, partnering with more than 1,700 financial institutions and 35 digital banking providers. For more information, visit www.MX.com.

NetX360™ provides one complete solution, combining the best of the brokerage and advisory worlds onto one platform, to make it easier for you to grow your business. In addition, the market data, tools, and analytical capabilities available throughout NetX360™ will help you identify potential revenue generating opportunities from both new and existing clients.

From sales to transaction processing and from trading to managing compliance risks, NetX360™ will simplify your daily tasks, enabling you to save time, reduce errors, and accomplish more.

Orion Advisor Services offers a web-based portfolio management and accounting solution through a dedicated portfolio accounting service bureau. Fee-based investment advisors use Orion to unload daily tasks like data reconciliation, tax lot accounting and printing & mailing statements. A sophisticated suite of customized performance, valuation and cost basis reports enables advisors to spend more time with clients. At our core, Orion provides an integrated portfolio management solution and full service bureau to fee-based investment advisors who still remember why they became advisors.

Panoramix for Financial Advisors is a one stop program tailored to the independent financial advisor. It encapsulates all of their data in a simple easy to use system, and allows the advisor to see a complete up-to-date snapshot of each client's profile at any time.

PayForED is the only comprehensive student loan and college funding software platform for financial advisors. Our approach can be used as an added value to your planning process or as a standalone revenue stream to grow your practice. The advisor portal provides an interactive environment that includes training videos, educational library and helpful forms. The client experience provides customized information to enhance their decisions and improve their overall financial plan.

PayForED saves you time and your client's money

With PayForED, you have one solution to help your clients with college funding, college decisions, graduating on time, graduate school, loan repayment, refinancing options, and loan forgiveness. Our platform helps grow your business by attracting new clients, retaining current clients, and expanding services to new marketplaces. In addition, we offer a CFP CE training program and an outsourcing option to help you get started.

More Information – www.Payfored.com/MoneyGuidePro

Portfolio Director^™ is Portfolio Management Software designed to fit your business. Portfolio Director^™ offers you both a web based platform or desktop solution depending on your budget and requirements. Along with quarterly performance reporting we offer model portfolios, client billing, benchmarking, and stock option support. And with our web-based product you may decide to allow your clients to access their reporting via the web! Portfolio Director is designed to fit your business by being affordable, customizable, and comprehensive.

Portfolio Pathway is a cloud-based wealth management platform, empowering financial advisors, wealth managers and broker dealers for over a decade. This comprehensive platform offers a modern and simplistic user interface for Portfolio Reporting, Fee Billing, Mobile Client Tools and Rebalancing and Trading solutions.

With this MoneyGuide integration, users of Portfolio Pathway can now see portfolio holding details and performance data within MoneyGuide without having manual data entry. For more information, please see the user guide below or email us at info@portfoliopathway.com.

More than a CRM, Practifi is an enterprise-grade business management platform designed for high-performing financial advice firms. Practifi's innovative product suite helps advisory teams integrate systems and automate processes while maximizing revenue, boosting growth, and strengthening client relationships. With a focus on client success and product innovation, Practifi provides the foundation and support needed to build the financial advisory firm of the future.

PreciseFP is a data-gathering and forms creation tool for financial planners and investment advisors.

By allowing your clients to easily create a financial profile, you can not only meet your obligations of knowing your client and providing the most appropriate financial advice; you can create financial plans in less time and with less effort.

PreciseFP integrates with MoneyGuidePro and your favorite CRM software. Personal details, assets, liabilities, and insurance policies all flow to MoneyGuidePro without you having to do the data entry. Your client does the work for you using your highly attractive, customizable PreciseFP form. Here are some of the benefits of using PreciseFP with MoneyGuidePro:

• Eliminates data entry at advisor rates
• Gets clients into the system faster, lowering overall costs for greater profitability in serving the mid-level client
• Helps you meet the "know your customer rule" by providing a systematized approach to data-gathering
• Sending pre-filled forms to clients makes periodic financial reviews painless, further reducing the resistance to the financial planning process

ProTracker Advantage is our highly-acclaimed practice management solution designed specifically for financial planning professionals. ProTracker Advantage manages relationships, tasks and appointments, organizes financial, life planning and estate information for clients, stores client documents and communications, automates office work flow processes, imports data from portfolio management systems, provides marketing campaign management, and facilitates regulatory compliance.

Quovo is an end-to-end platform for aggregating, analyzing, and transferring financial data. With industry-leading APIs, modular widgets and innovation enterprise solutions, Quovo redefines what financial technology can do - for institutions, entrepreneurs, advisors, and clients.

Redtail delivers web-based Client Relationship Management (CRM), paperless office Imaging solutions and Email Archiving and Retention services. Offered as a subscription service, Redtail provides financial professionals with tools necessary for their trade in an easy to use fashion that they can get up and running quickly. Redtail's high-performance platform is compatible with all environments and it integrates with many popular financial industry solution companies. For more info go to www.redtailtechnology.com.

Nitrogen is the company that invented the Risk Number^®, which powers the world's first Risk Alignment Platform, empowers advisors to automate client accounts with Autopilot, and enables compliance teams to spot issues, develop real-time visibility and navigate changing fiduciary rules with Compliance Cloud. Advisors, broker-dealers, RIAs, asset managers, custodians and clearing firms use Nitrogen to empower the world to invest fearlessly.

OpenView Gateway integration with MoneyGuidePro offers:

• Secure, real-time access to account-level data from Schwab Advisor Center^®, including balances and positions with cost basis
• Minimize manual data entry and update financial plans with a single click using Schwab data
• Easy activation process to set up integration, with no downloading or additional costs

Advisors accessing SEI thru Advisor Center are eligible for the integration.

Advisors accessing SEI thru Business Builder are not eligible.

Special Needs Map is a web-based planning tool that helps estimate how much money a family may need to leave a child with special needs someday upon passing. It guides the user through an intuitive interface with the necessary questions about the family, child''s capabilities and long-term needs, and financial assumptions in order to arrive at a dollar amount.

A Robust Risk Analysis, Portfolio Design And Compliance Platform

StratiFi empowers financial advisors with cutting edge technology to create a more holistic view of a household's financial wellness to win prospects, increase wallet share and improve client experience.

The company's PRISM Rating technology quantifies risk on a 1-10 scale and allows advisors to communicate risk to clients in a way they understand. StratiFi's robust technology and client friendly proposals help advisors improve the quality of their interaction and insights they share.

The platform's unique experience digitizes the client risk assessment and automates the ongoing monitoring of the IPS to improve compliance and enhance oversight of accounts and models.

Win Prospects, Increase Wallet Share, and Enhance Client Experience:

• Engage clients, increase revenue, on-demand proposals
• Intuitive analytics & visuals, risk exposures & stress tests, compare products & portfolios
• Save time, reduce liability, Reg BI compliance-ready platform

TECH STACK CAPABILITIES. SINGLE PLATFORM ELEGANCE.
We've Got Everything You Need

(and Nothing You Don't).

Are you crushed under the weight of your tech stack—or standing at the Summit of innovation? At Summit Wealth, we know that there's a major difference between tools that work for advisors, and ones that bury a business.

Technology is supposed to save you time, not cause clutter and confusion. Our platform makes finding and using advisor tools, data and processes easy, comprehensive and straightforward.

Integrating Fiduciary Caliber Risk Tolerance into a Complete Financial Plan

The best way for an advisor to grow, retain clients, and gain referrals is by building client confidence in the financial planning process. Traditional risk tolerance profiles have historically been unclear and overly focused on personality, largely ignoring the client's actual financial ability (capacity) to take risk. This results in poor decision making and lack of confidence to stick with the plan.

Tolerisk elevates the risk tolerance assessment process by actually measuring the client's objective (mathematical) ability to take risk and simultaneously validating the client's assumptions with the industry's most robust measurement of financial longevity. Tolerisk helps clients make better, actionable decisions that evolve with them as their circumstances change, encouraging confidence in the entire financial planning process, which leads to retention and referrals.

With the power of MoneyGuide and Tolerisk's integration, you'll be able to seamlessly populate financial information needed to analyze the client's mathematical ability to take risk over time. Add our simple personality profile and you can measure and align portfolio risk, evaluate financial longevity with dynamic 2nd to die mortality probabilities, and even examine recommended risk by tax status of assets. Tolerisk will help you impress clients, prospects, compliance officers, and regulators. The combination of MoneyGuide and Tolerisk takes your practice to a whole new level!

Integration Benefits

• Single Sign-On from MoneyGuide to Tolerisk enables quick and easy creation of client risk assessments.
• Designed specifically for the Fiduciary process, measuring both dimensions of risk tolerance identified by the SEC - Willingness to accept risk and Ability to take risk.
• Measure portfolio risk with deep analytics mated to Tolerisk's simple stocks/bonds equivalent scale, to ensure proper alignment, and easy client communication.
• Validate client assumptions using robust analytics (evolving mathematical ability to take risk over time, separate paths for inflation and portfolio returns, and annual mortality probabilities), driving greater confidence in the process.
• Recommended Risk Allocation by account tax status.
• Solutions for clients, prospects, and employer sponsored plans.

TradePMR provides brokerage and custodial services to Financial Advisors. Our goal is to empower advisors with the tools they need to both effectively manage their businesses and provide exceptional support and service to their clients.

Our products and technology are wrapped in a premium support model designed to give Financial Professionals a comprehensive solution that compliments their unique business needs. This translates into an excellent customer service model for both the advisor and their clients.

The MoneyGuide and Trucendent integration empowers advisors to deliver holistic, multi-generational legacy wealth planning with innovative technology and services that unite advisors and clients, regardless of locale, through our national network of attorneys and corporate trustee partners.

Axos Advisor Services is an RIA custodian with a singular goal: to provide firms like yours with the individualized attention, intuitive technology, and knowledgeable consulting support you need to take your business to the next level and beyond. We are committed to knowing and having personal relationships with our RIA clients and to providing outstanding support to firms of every size. We focus on delivering flexible solutions, responsive service, innovative technology, and competitive pricing. Our experienced team provides relationship-based service, getting to know each business to provide the support needed. Our powerful, yet easy-to-use technology gives financial advisors access to everything they need in one easy-to-use interface.

Learn more at axosadvisorservices.com.

Wealth Access is an innovative wealth management technology firm that provides reporting solutions for the high net worth advisor and investor community. Its proprietary and diagnostic cloud-based platform aggregates information from more than 20,000 financial services institutions and various holdings to deliver an aggregated view, allowing for better decision support in investments, tax planning, insurance and other complex situations faced by high net worth individuals. Wealth Access provides a complete platform for advisors to collaborate with other professionals and position themselves central to their clients' lives.

Wealthbox CRM for financial advisors is widely acclaimed for its simplicity, time-saving interface design, and modern technology architecture that integrates easily with complementary tools and services such as MoneyGuidePro. With web-service integrations and single sign-on, the Wealthbox and MoneyGuidePro integration allows a range of data to be shared between apps and accessed by users.

Demo & Free Trial: www.Wealthbox.com

XLR8 is a highly customized, easy-to-use configuration of the cloud-based Salesforce CRM. It is designed for Financial Advisors and Wealth Managers, and can be further customized to meet the specific requirements of a firm. XLR8 allows for key account information and relationships under a single record - including contact, financial, activity, communication, and business processes. There is also an embedded process engine to create templates for tracking and managing repeatable processes (workflows). XLR8 is designed to fit the budget for firms of all size, and Concenter Services has a Transition Project Team to assist with Data Migration, Customizations, Integrations and User Training.

Zinnia SmartOffice began developing solutions to support agents and advisors more than 20 years ago. Our goal: to help industry professionals better leverage vital client information in a new way. With its very first solutions, Zinnia SmartOffice pushed the envelope of contact management to include customer service and policy and investment tracking - all from a financial services industry perspective. In use by many of the top 20 Fortune 500® Life companies and more than 100,000 professionals worldwide, Zinnia SmartOffice solutions are now considered the industry standard for agency management, practice management, and enterprise CRM.