Schwab Institutional is one of the largest custodians of Registered Investment Advisor (RIA) fiduciary assets, providing custodial, operational, practice management, and trading support to more than 7,500 independent RIA firms.
Tamarac is a comprehensive technology solution used by more than 1,000 independent advisory firms that collectively manage over $1.2 trillion in assets. Tamarac’s focus on innovation has earned the company a host of recent industry awards for its sophisticated portfolio management tools, cutting edge reporting, integrated financial planning, and client engagement technology.
Envestnet provides Blueprint Partners with innovative technology, solutions, and intelligence. Specifically, we rely on Envestnet to provide advanced solutions for client portfolios, customizable and comprehensive reporting, as well as practice management and billing services.
Redtail is the most robust CRM available for financial professionals. We use Redtail CRM to keep detailed records of client meetings and conversations, track our client work flows to make sure nothing gets missed and manage all of the contact data.
RIA in a Box is our consulting firm for all items related to keeping a compliant practice. Over 4,000 Advisers have trusted RIA in a Box® as their registration compliance consultants. Their staff of industry professionals and ex-regulators helped us through the entire registration and business planning process and helped us create dozens customized documents for our practice.
eMoney is our financial planning platform, which allows a straightforward goals-based approach to financial planning. We can show clients easy to understand financial models specific to what they are trying to achieve. It also allows us to map out simple to complex estate planning allowing clients can see how their estate will flow to their children given the provisions of their wills and trusts.