PARTNERS
We’re proud to be part of the Advice Engagement movement to bring the best aspects of advisors and technology together, and we would love to talk to you about how we can partner to drive this forward.
Whether a corporation looking to explore integration or marketing opportunities or a non-profit looking to expand your reach, we invite you to use this form to kick-start a conversation. Let’s help more clients achieve the clarity and confidence they need to make the right financial decisions.
Explore our platform integration partners
Explore our corporate and non-profit partner organizations who are driving growth and scaling reach for their networks and members.
Asset-Map has partnered with Morningstar Office and Morningstar Advisor Workstation (both integrated) to create a best-in-class client experience starts with making complex financial information intuitive and easy to understand.
Using advanced OCR technology, Holistiplan can read a tax return and creates a customized, white labeled tax report complete with relevant observations in just seconds. Holistiplan scales the process of tax planning so advisors can become both more comprehensive and efficient.
SEI (NASDAQ:SEIC) remains a leading global provider of investment processing, investment management, and investment operations solutions that help corporations, financial institutions, financial advisors, and ultra-high-net-worth families create and manage wealth.
Snappy Kraken is an automated growth program that combines technology, content, and education to help financial advisers expand market share while simultaneously delivering higher-quality experiences for existing clients.
White Glove is an advisor-built, advisor-owned marketing services company dedicated to helping growth-minded financial professionals attract, connect, and engage with quality leads. White Glove's core service offerings of lead-generating workshops, lead nurturing, and client engagement solutions remove the stress from marketing and free up time to allow advisors to do what they do best — service clients. White Glove is an industry pioneer in seminar marketing and the only advisor marketing company that guarantees the success of its clients.
The mission of the National Association of Insurance and Financial Advisors (NAIFA) is to advocate for a positive legislative and regulatory environment, enhance business and professional skills, and promote the ethical conduct of our members.
CPA.com and Asset-Map partner to assist tax practitioners and personal financial planners in providing strategic insights to clients.
The Financial Planning Association, is a leadership and advocacy organization based in Denver, Colorado. FPA works with academic leaders, legislative and regulatory bodies, financial services firms and consumer interest organizations.
Finseca advocates for the financial security profession, develops and grow its leaders, and promotes the noble and necessary work its members do to provide financial and retirement security for the individuals, families, and businesses they serve.
visiWealth provides advisors and financial professionals with access to high quality visuals of wealth management and financial planning concepts and strategies that are advisor-driven and client-focused.
Females and Finance helps women and diverse talent succeed in financial services. We provide valuable networking opportunities with other like-minded professionals across companies, states, and financial sectors. In addition, we provide access to training and education on a variety of topics, as well as exposure to vetted financial organizations who are dedicated to moving the needle on feminine and diverse talent and their success, too.
Schwab Intelligent Technologies® (SIT) and Schwab Performance Technologies® (SPT) provide technology solutions to independent investment advisors.
AAAA is a non-profit membership organization for African American financial advisors and affiliated professionals. They work in alliance with academic leaders at HBCUs that support financial planning degree programs, legislative and regulatory bodies, financial services firms and consumer interest organizations.
The Female Advisor Network is a national membership organization for female financial advisors. Their mission is to empower all female financial advisors by providing a community of support, education, mentorship, and collaboration.
Conneqtor is a financial advisor course that provides the training & master blueprint to start, build, and grow a business in months, not years. Through a coaching-rich environment, Conneqtor’s financial advisor training teaches advisors everything, step-by-step through a combination of on-demand online learning, tactical how-to’s, plug-n-play templates, and global advisor community. This is the financial advisor course you have been looking for.