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.
We also have formed a knowledge peer group that is comprised of knowledge experts, keynote speakers, company CEOs and thought leaders from several different professions who share knowledge and ideas in a confidential environment. For a look at our peer group members, please click here.
Back Office Support Service
Sungard Wealth Advisor
Have questions? click here to contact us.