Advisor technology integration
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Select your technology platform below to learn how to integrate your client’s annuity data.
Addepar
Addepar, Inc. is a wealth management platform that specializes in data aggregation and performance reporting in order to help investors with complex assets make informed decisions. The company's performance reporting and analytics platform aggregates portfolio, market, and client data all in one place. It provides asset owners and advisors a clearer financial picture at every level, allowing them to make more informed and timely investment decisions. Addepar works with hundreds of leading financial advisors, family offices, and large financial institutions that manage data for over $1.3 trillion of assets on the company's platform. In 2018, Addepar was named as a Forbes Fintech 50 and received Morgan Stanley's Fintech Award for making a significant impact on the firm's mission of continuous innovation. Addepar is headquartered in Silicon Valley and has offices in New York City, Chicago, and Salt Lake City.
Advent
Advent Software, Inc., a global firm, has provided trusted solutions to the world's leading financial professionals since 1983. Firms in over 50 countries count on Advent technology to manage their mission-critical operations. Advent's quality software, data, services, and tools enable financial professionals to improve service and communication to their clients, allowing them to grow their business while controlling costs.
Advent BlackDiamond
Black Diamond Performance Reporting™ helps wealth managers and their clients by providing unbiased, outsourced investment performance reporting. We receive daily, automated data extracts from multiple accounting systems/platforms and reconcile the data to ensure accurate performance results. No manual data entry is necessary. Black Diamond provides access to performance via a dynamic, feature-rich Internet application that is customized in a way that is meaningful and significant to each wealth manager. Our application provides on-the-fly performance reports that are designed specifically for each firm. Firm customization allows advisors to "tell the story" behind their wealth management strategy and subsequent results.
Axos advisor services
Axos Advisor Services is an RIA custodian with a singular goal: to provide firms like yours with the individualized attention, intuitive technology, and knowledgeable consulting support you need to take your business to the next level and beyond. We are committed to knowing and having personal relationships with our RIA clients and to providing outstanding support to firms of every size. We focus on delivering flexible solutions, responsive service, innovative technology, and competitive pricing. Our experienced team provides relationship-based service, getting to know each business to provide the support needed. Our powerful, yet easy-to-use technology gives financial advisors access to everything they need in one easy-to-use interface.
ByAllAccounts (Morningstar)
ByAllAccounts® is the only provider of intelligent data aggregation for financial services companies and the platforms on which their businesses depend. ByAllAccounts gathers and transforms financial account data from thousands of data sources − regardless of the format it is in − and delivers it to your planning, portfolio management, CRM, compliance, reconciliation or trust accounting system. Improve your operational efficiency by greatly reducing the time it takes to prepare consolidated client reports.
Commonwealth
Commonwealth Financial Network® is the nation's largest privately held independent broker/dealer/RIA. Founded by Joseph Deitch in 1979, the firm's 11 managing partners lead Commonwealth with an unparalleled combination of industry experience and management expertise, as well as an unwavering commitment to the firm's network of advisors and their clients. Commonwealth acts as a service provider for its Registered Investment Advisers (RIAs). RIAs use Commonwealth for support with technology, reporting, research, advanced planning, and practice management, to name a few.
DocuSign
DocuSign® is changing how business gets done. DocuSign empowers anyone to transact anytime, anywhere, on any device with trust and confidence. Our eSignature software and Digital Transaction Management platform enable organizations of every size, industry and geography to accelerate contracts, approvals and workflows. DocuSign keeps life and business moving forward.
DST
DST Systems, Inc. is a leading provider of sophisticated information processing and servicing solutions to companies around the world. Through its global enterprise, DST delivers strategically unified transactions and business processing, data management, and customer communications solutions to the asset management, brokerage, retirement, and healthcare markets. Headquartered in Kansas City, MO., DST is a publicly-traded company on the New York Stock Exchange.
eMoney Advisor
eMoney Advisor, LLC ("eMoney"), based in Conshohocken, Pennsylvania, is the only wealth-planning system for financial advisors that offers superior transparency, accessibility, security, and organization for everything that affects their clients' financial lives. A technology envisioned and created by advisors for advisors, eMoney's award-winning software and resources are tailored to transform the advisor's ability to implement comprehensive financial plans and prepare their clients for a secure financial future.
Envestnet
ENV 2 - Envestnet's Next Generation Platform. An Enhanced advisor console aimed at making your daily practice of managing wealth more efficient and powerful. Envestnet's Advisor Suite Platform streamlines the wealth management process, bringing unparalleled flexibility, accuracy, performance, and value. Our open-architecture design gives you access to multiple providers, investment programs, investment products, and custodians. And, our innovative technology addresses your front-, middle-, and back-office needs.
Envestnet Tamarac
Advisor View™ is an integrated portfolio accounting and management platform that delivers dynamic reporting, portfolio analytics, and flexible billing capabilities with an engaging client portal and iPad app. Advisor View is one of the several web-based applications that comprise Tamarac's fully integrated RIA suite, Advisor Xi®.
iRebal
iRebal, the Intelligent Rebalancer, is a rule-based rebalancing application. iRebal is available as a fee-for-service solution to support multiple custodians, or as a web-based version available at no additional cost through Veo® for accounts custodied with TD Ameritrade Institutional. iRebal's highly customizable approach can help you gain consistency and efficiency across your firm's investment operations, reduce operational costs for trade order management and allow you to spend more time on growing your business at a faster pace–without adding additional back-office staff for trading.
LaserApp
Laser App is the premier e-forms provider in the financial services industry. Laser App creates highly integrated solutions that combine state-of-the-art forms-filling technology with its massive library of industry related forms. Financial forms are filled instantly and with consistency, reducing the redundancy of data entry.
Moxy (Advent)
In today's warp-speed world of electronic trading, Advent's Moxy trade order management system is your firm's command and control center – a centralized platform for making and executing trading decisions quickly and confidently. With tools for portfolio modeling, rebalancing and drift analysis that feed directly into trade creation, Moxy streamlines your trading workflow while giving you control and visibility across the entire process, from asset allocation through settlement.
Ndex Systems
Ndex's fully integrated system supports both single and multi-custodial platforms. Its best-in-class design supports Portfolio Management, Customer Relationship Management, Securities Management, Trade Order Management, Compliance, Fee Management, Operations and Reporting for our clients. Ndex's adaptable platform is well positioned for expansion and supports operations worldwide.
Orion
Orion Advisor Services offers a web-based portfolio management and accounting solution through a dedicated portfolio accounting service bureau. Fee-based investment advisors use Orion to unload daily tasks like data reconciliation, tax lot accounting and printing & mailing statements. A sophisticated suite of customized performance, valuation and cost basis reports enables advisors to spend more time with clients. At our core, Orion provides an integrated portfolio management solution and full service bureau to fee-based investment advisors who still remember why they became advisors.
Pershing Advisor Solutions (PAS)
Through an arrangement with Pershing Advisor Solutions, Jefferson National Life will help you review clients' annuity needs and facilitate the back-office work. Once the annuity is purchased, the contract information will reflect on investors' investment account statements and in the holdings page on NetX360®. Investors with access to NetXInvestor™ will also be able to view the annuity position on the holdings page.
Quick!
Through an arrangement with Pershing Advisor Solutions, Jefferson National Life will help you review clients' annuity needs and facilitate the back-office work. Once the annuity is purchased, the contract information will reflect on investors' investment account statements and in the holdings page on NetX360®. Investors with access to NetXInvestor™ will also be able to view the annuity position on the holdings page.
Raymond James
The Investment Advisors Division (IAD) was established by Raymond James in 2001 to provide comprehensive custodial and support services to independent, fee-based Registered Investment Advisors, portfolio managers, financial planners, trust companies and accountants. Raymond James is uniquely positioned as a full service clearing and custodial firm and has the ability to deliver wealth management services, turn-key technology, custom lending solutions, research, marketing support, investment banking and clearing services to both individuals and institutions.
Right Capital
RightCapital’s mission is to create Right Plans for Real People. Founded in 2015 by Shuang Chen and Song Chen, the two brothers joined their respective expertise in financial products and technology to reimagine the stagnant financial planning solutions of the past. Today, RightCapital is used by thousands of financial advisors to grow their practice and set their clients on the path to financial success.
ShareHolders Services Group (SSG)
Shareholders Service Group (SSG) provides brokerage and custodial services exclusively for independent registered investment advisors. We work with advisors of all sizes, regardless of the amount of assets being managed. Today, SSG serves over 1,250 independent RIA firms in all 50 states, We offer a full range of brokerage and technology services, including access to the Jefferson National Monument Advisor no-load variable annuity.
TradePMR
TradePMR provides brokerage and custodial services to Financial Advisors. Our goal is to empower advisors with the tools they need to both effectively manage their businesses and provide exceptional support and service to their clients.
WealthTechs
WealthTechs is a financial technology company providing custodian data processing solutions to investment advisors. Advisors require daily customer account data from custodian banks and broker dealers to feed their mission critical IT tech stack systems like: portfolio accounting, compliance, trading, reporting, billing and CRM. WealthTechs' custodian data aggregation and normalization platform coupled with WealthTechs' intelligent data transformation software seamlessly integrates with most popular advisor systems such as Axys, APX and Geneva from SS&C, AssetBook, Schwab Portfolio Center, WealthSite, or advisor's custom systems. Due to WealthTechs' innovative technology, high quality data and deep cost savings, advisors exponentially increase their profits over the long term by lowering the total cost of ownership of custodian data and reconciliation labor by 50% or more versus the competition.