Our Partners

We have established relationships with a number of firms to enhance and complement our services. The relationship we maintain is for collaboration and information sharing (subject to client approval). We do not accept fee-sharing arrangements as we feel this is a potential conflict of interest. What follows is a partial list of all the firms we have established such relationships with.

1. Family Office Network www.familyofficenetwork.com -  The elite portal for document storage and sharing. A perfect complement to your office for collaboration with your clients and other professionals. check out all the exciting features at a surprisingly low cost.

2. My Virtual COO www.myvirtualcoo.com - Use their expertise and implementation skills as little or as much as you need, if you need someone to organize your operations and integrate technology and marketing to ease the stresses of running a growing business. My Virtuall COO works seamlessly with The Efficient Practice on implementing the recommendations presented to you. By taking advantage of both The Efficient Practice Evaluation services and My Virtual COO services, you can qualify for substantial discounts from both companies.

    

3. Mobile Assistant www.MobileAssistant.us

   Mobile Assistant is a Secure, Efficient solution to client meeting documentation.

   How It Works: Immediately following a client meeting, call Mobile Assistant from your cell phone; speak your notes, impressions and next steps; then a professional transcriptionist will type your message and email it back to you, saving you time by eliminating the need to type up client meeting notes.  As an added benefit, by allowing you to instantly document client notes following a meeting you are able to retain details that you may have missed documenting your notes just hours later.

   Key features: Unlimited Dictation Length, Professional U.S.-Based Transcriptionists, No equipment to buy – use any phone to dictate, HIPAA, Gramm-Leach-Bliley security guidelines.

   If you are a member of the Advisor Network, you can receive a 25% discount on this service. Join Now!

3. Redtail Technology www.redtailtechnology.com – After your 30 day trial, use David Lawrence’s name and you will receive an additional 60 days to evaluate

4. MoneyGuidePro www.moneyguidepro.com

5. MoneyTree Software http://www.moneytree.com/FreeTrial/tabid/93/Default.aspx

6. Trumpet, Inc. www.trumpetinc.com

7. IPSAdvisorPro www.ipsadvisorpro.com

8. Protracker Advantage www.protracker.com – After your 30 day trial, use David Lawrence’s name and you will receive an additional 60 days to evaluate

9. Sungard Wealth Advisor http://www.sungard.com/wealthstation/

10. Junxure-I http://www.junxurei.com

11. Your Silver Bullet http://www.yoursilverbullet.com