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We have established strategic relationships with several companies, including software companies, broker dealers, and much more. These relationships permit us to better understand and utilize the various service/product offerings. We do not have a financial relationship with these companies. Our aim is to ensure that when we recommend a product or service, that it is the best choice for your firm. The list (below) is updated frequently. If you would like additional information, including possible deals/discounts, subscribe to the Efficient Practice Advisor Network.

Software/Services

Redtail Technology
www.redtailtechnology.com 

MoneyGuidePro
www.moneyguidepro.com

MoneyTree Software
http://www.moneytree.com

Trumpet, Inc.
www.trumpetinc.com

FinaMetrica
https://www.riskprofiling.com/US

Back Office Support Service
(www.thebackoffice.biz)

IPSAdvisorPro
www.ipsadvisorpro.com

Protracker Advantage
www.protracker.com 

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

Junxure-I
http://www.junxurei.com

Copytalk
www.copytalk.com

FiPath4Advisors
www.fipath4advisors.com

The E-Valuator 
www.e-valuator.com

Riskalyze
www.riskalyze.com

 

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