Voyant offers a holistic, fully integrated view of financial planning. With Voyant, financial planning is personal. They use engaging visuals to inspire your clients to discover and share their exact goals. They also help you reveal your clients’ path to achievement in a way you can both see clearly – in real time.
Truelytics is a B-to-B Enterprise SAAS startup, pioneering the Advisor Transition Management platform. Truelytics is the first end-to-end data- driven platform to help wealth management enterprises recruit, grow, and retain businesses while reducing time and costs related to transitions.
RIA in a Box® provides the leading compliance solution for investment advisers. We put the client first by delivering innovative software and expert advice. Since 2005 we take pride in partnering with our clients to establish and support the highest quality registered investment adviser (“RIA”) firms in the country.
Proformex is the leading inforce management platform offering data aggregation, analytics, and portfolio monitoring for life insurance and annuities. The platform is purpose-built to help independent life insurance and advisory firms protect their clients’ best interest and ensure regulatory compliance by monitoring individual policy performance, identifying at-risk policies, and uncovering new sales opportunities.
Marstone is an ensemble of experienced designers, technologists, storytellers, and wealth management practitioners who came together to develop a new breed of financial tools and investment solutions that are intuitive, useful, and relevant for everyone.
Luma is an independent multi-issue platform that provides banks and brokers and dealers an order entry system. Its education and training system helps advisors maximize their sales and marketing efforts to provide the best purchasing options for their clients. Moreover, their post-sales support provides life cycle support to ensure that advisors and clients are maximizing their purchases.
LifeYield’s software takes a comprehensive view of investors’_ assets and provides simple tools to help improve their financial health. The company does so through the LifeYield Advantage SuiteTM of asset optimizing software programs including Portfolio Advantage, Social Security Advantage, and Income Advantage.
JourneyGuide allows you to interactively work with your clients’ and provide answers to their most important retirement questions in seconds, not days. Together, you can chart a course to, and through, retirement. Proprietary algorithms based on years research allow for speed while at the same time support the rigor necessary to provide results that advisors and clients can be confident in.
IncomeConductor® is a proprietary, cloud-based tool that allows advisors, firms and individuals to create customized, time-segmented income plans that can be easily tracked and managed throughout retirement.
Halo Investing is the first multi-issuer technology platform for protective investment solutions. Halo has created a two-sided marketplace connecting advisors and investors to protective investment products offered by leading global financial institutions.
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