Leading Technology

Our Tools That Help You Succeed.

We strive in implementing new software and technologies to make the financial process easier, simpler, and better for our clients. Check out the resources below to get more information on any of our tools.

tools and technology
[mvc_infobox info_style=”mega_info_box_2″ title_color=”#000000″ image_id=”18455″ info_title=”The rFPW”]We offer our clients a rFPW account. A rFPW account through us allows our clients to have a personalized hub that manages accounts and finances all online.

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[mvc_infobox info_style=”mega_info_box_2″ title_color=”#000000″ image_id=”23557″ info_title=”eMoney” image_size=”150″ caption_url=””]eMoney aggregates more than $1.7 trillion dollars in assets for more than 30,000 financial professionals across three countries and in all fifty states, serving a million end-clients. In a manner unparalleled by any other system, eMoney has helped rebel Financial increase assets under management, identify product opportunities, and win our clients’ confidence and loyalty.

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[mvc_infobox info_style=”mega_info_box_2″ title_color=”#000000″ image_id=”23558″ info_title=”Riskalyze” image_size=”150″ caption_url=””]Riskalyze is transforming the industry by capturing a quantitative measurement of client risk tolerance and use that data to help new & current clients, capture and meet expectations and quantify suitability. We use Riskalyze to help us predict the best course of action for our clients.

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[mvc_infobox info_style=”mega_info_box_2″ title_color=”#000000″ info_title=”Hidden Levers” image_size=”150″ image_id=”28903″ caption_url=””]HiddenLevers uses big data to measure millions of relationships between the economy and investments.

HiddenLevers’ research team creates scenarios to model recessions, crises, and other economic events, using historical research and analysis on how economic indicators are correlated.[/mvc_infobox]

[mvc_infobox info_style=”mega_info_box_2″ title_color=”#000000″ image_id=”22627″ info_title=”Morningstar Office” image_size=”150″ caption_url=””]Morningstar Office is the leading provider of third party investment and market research. We have integrated Morningstar’s research with our account management to provide a high level of investment oversight.

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[mvc_infobox info_style=”mega_info_box_2″ title_color=”#000000″ info_title=”iRebal for TD Ameritrade” image_size=”150″ image_id=”28890″ caption_url=””]iRebal is a state-of-the-art, rule-based rebalancing application developed by TD Ameritrade. This allows us to automatically consider complex permutations of managing your account(s).[/mvc_infobox]
[mvc_infobox info_style=”mega_info_box_2″ title_color=”#000000″ info_title=”Schwab” image_size=”150″ image_id=”28907″ caption_url=””]Charles Schwab offers a wide range of investment advice, products & services, including brokerage & retirement accounts, ETFs, online trading & more.

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[mvc_infobox info_style=”mega_info_box_2″ title_color=”#000000″ info_title=”Fidelity” image_size=”150″ image_id=”28895″ caption_url=””]Fidelity offers investment management services and experienced advisors than can help you make real progress on your financial goals.

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[mvc_infobox info_style=”mega_info_box_2″ title_color=”#000000″ info_title=”TIAA” image_size=”150″ image_id=”28896″ caption_url=””]TIAA can help achieve financial well-being with their disciplined approach to long-term financial goals.

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[mvc_infobox info_style=”mega_info_box_2″ title_color=”#000000″ info_title=”Interactive Brokers” image_size=”150″ image_id=”28897″ caption_url=””]Interactive Brokers help invest globally in stocks, options, futures, currencies, bonds, and funds from a single integrated account. With their transparent, low commissions and financing rates, support for best price executions, and stock yield enhancement program help minimize costs to maximize your returns.

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[mvc_infobox info_style=”mega_info_box_2″ title_color=”#000000″ info_title=”Trading Front” image_size=”150″ caption_url=”” image_id=”28908″]Trading Front does it all for you so you can get up and running with a complete tech stack built on top of the industry’s most sophisticated trading custodian, Interactive Brokers. Their elegant, white-label onboarding module allows your clients to submit brokerage account applications in minutes.

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[mvc_infobox info_style=”mega_info_box_2″ title_color=”#000000″ info_title=”Salesforce” image_size=”150″ caption_url=”” image_id=”28898″]Salesforce unites your marketing, sales, commerce, service, and IT teams from anywhere with Customer 360 – one integrated CRM platform that powers their entire suite of connected apps. With Customer 360, you can focus your employees on what’s important right now: stabilizing your business, reopening, and getting back to delivering exceptional customer experiences.

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[mvc_infobox info_style=”mega_info_box_2″ title_color=”#000000″ info_title=”Google Apps for Buisness” image_size=”150″ caption_url=”” image_id=”28909″]Google Apps for Business is an integrated suite of secure, cloud-native collaboration and productivity apps powered by Google AI. The suite includes Gmail, Docs, Drive, Calendar, Meet, and more.

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[mvc_infobox info_style=”mega_info_box_2″ title_color=”#000000″ info_title=”Hellosign Apps for Biz” image_size=”150″ caption_url=”” image_id=”28911″]HelloSign is a digital workflow platform that includes eSignature, digital workflow. and electronic fax solutions. HelloSign helps customers close deals faster, onboard new hires with ease, complete documents without error, and much more.

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[mvc_infobox info_style=”mega_info_box_2″ title_color=”#000000″ info_title=”Asana” image_size=”150″ caption_url=”” image_id=”28901″]Asana gives you everything you need to stay in sync, hit deadlines, and reach your goals. With Asana, you are able to map out each step and organize all the details of your work in one place.

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[mvc_infobox info_style=”mega_info_box_2″ title_color=”#000000″ info_title=”Slack” image_size=”150″ caption_url=”” image_id=”28902″]Slack is the collaboration hub that brings the right people, information, and tools together to get work done. From Fortune 100 companies to corner markets, millions of people around the world use Slack to connect their teams, unify their systems, and drive their business forward.

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