Technology We Love

Overwhelmed by Your Options? We Get It.

With so much software on the market, the choices can feel more stressful than helpful. Our team has hand selected a few of our favorite tech tools for advisors, which we can help set up and implement into your practice.

Our Favorite AdvisorTech

Scheduling

E-Signature

Zoom Recording / Transcription

Zoom Recording / Transcription

Lead Management

Lead Management

Creating Niche Prospect Lists

Creating Niche Prospect Lists

Video Recording

Video Recording

Collaboration / Communication

Collaboration / Communication

CRM

Risk Tolerance / Portfolio Management

Risk Tolerance / Portfolio Management

Financial Planning

Financial Planning

Password Manager

Password Manager

Time Tracking

Document Management

Document Management

Email Management

Email Management

Data Flow

Video Meetings

Overwhelmed by Your Options? We Get It.

With so much software on the market, the choices can feel more stressful than helpful. Our team has hand selected a few of our favorite tech tools for advisors, which we can help set up and implement into your practice.

Our Favorite AdvisorTech

Featured

GReminders

Scheduling

Bento Engine

Automating Advice

Calendly

Scheduling

DocuSign

E-Signature

Elements

Financial Monitoring

Grain

Zoom Recording / Transcription

Linkedin/Wiza

Creating Niche Prospect Lists

Loom

Video Recording

Microsoft Teams

Microsoft Teams

Collaboration / Communication

Redtail

CRM

RightCapital

Financial Planning

RoboForm

Password Manager

Ruddr

Time Tracking

SharePoint

Document Management

Wealthbox

CRM

Zapier

Data Flow

Zoom

Video Meetings

Excited to get started?