For the financial institution,
Albridge Solutions consolidates
investment account data in a scalable,
accurate way, so the institution can use the data anywhere they want.

For the financial advisor, Albridge Solutions delivers a Web-based portfolio accounting and reporting system that is easy-to-use, to help advisors better serve their clients.

Albridge Solutions WebServices platform provides a seamless and secure way to pass valuable consolidated client, account and holdings information from the Albridge Solutions database to other critical applications in an advisor's practice.

Advisor Exchange delivers you the industries first open account aggregation solution. We compile managed and held-away client account data from over 10,000 sources including custodians, brokerages, fund companies, insurance providers, and banking, as well as non-investment accounts, such as loans, credit cards, and bill information. Data is then normalized and enhanced allowing you to export data into virtually any third-party application you use to run your business. With this data at your fingertips, you will see your client’s entire financial picture and have more time to spend building client relationships. Advisor Exchange’s technology is an efficient, time-saving solution that will allow you to expand the services you offer to clients and help take your practice to the next level.

Aralia is a multi-disciplinary estate planning service system that integrates the knowledge, experience, and serviceability of financial and legal professionals for client utilization upon a secure Internet platform. The effect of integrating professional estate-planning services from qualified providers through a virtual online network enables end-user clients to acquire state-specific estate planning products and support services conveniently bundled in a safe and controlled environment.

Through our network systems, advisors and their clients are able to obtain full estate plan document preparation, implementation and administrative services, and ensure the ultimate realization of their estate-planning objectives – including those that may be changed from time to time.

AssetBook is a browser-based portfolio accounting tool created specifically for independent investment advisors by Major Technology Resources.

Back Office Support Service (BOSS) has been a pioneer in outsourced support of independent investment advisors since 1996 and that tradition continues today. Most of the employees in BOSS’s East Coast and West Coast offices focus on daily data processing, reconciliation and other support services such as reporting and billing. BOSS also has staff dedicated to database conversions and one-time projects for setting up new databases or cleaning up existing databases.

Laser App Software is an easy to use, interactive form system for the independent financial advisor. Laser App uses your broker, rep, and client data to assist you in filling out the tedious and redundant fields in securities and annuity forms. Simply choose an application from the program's menu and the form appears on your computer screen with client, rep, and broker information already inserted. The entire form can be easily edited right from your computer screen! Unlike most other form software, no browsers, scanners, or time consuming Internet connections are involved. Your client data is maintained by you, while we do the ongoing work of providing you with the latest forms. Laser App users receive regular updates via the Internet. In addition to the over 1000 forms already available, we support over 60 broker dealer in-house forms.

MoneyGuidePro is the first collaborative internet-based financial planning software that makes this easy to accomplish. Its unique client-centered approach supports a sophisticated, goal-oriented planning process that is more meaningful to the client and more productive for the advisor.

Orion Advisor Services is a comprehensive back-office solution created by and for fee-based advisors, Orion’s service bureau and portfolio management system is customizable to fit your RIA’s business model and scalable to meet your growing needs. We handle tasks like daily database reconciliation, statement generation and delivery, and advisory fee billing, allowing you to redirect efforts towards building client relationships and managing money. Our Internet-based system provides your staff with immediate access to client data & other powerful tools.

Quik! is an enterprise forms automation solution from Efficient Technology, Inc. Quik! offers four distinct products: Quik! Forms – a forms building service, Quik! Forms Library – an end-user tool that seamlessly integrates with a user’s database to pre-populate their forms, Quik! Web Forms Engine – a software solution that enables your end-users to pre-populate forms directly from your website, and Quik! Transition System – a tool that prepares and populates all the forms required to transition a rep to a new firm. All Quik! products are built with the same flexible architecture that allows any form to be populated by virtually any database system.

To learn more about becoming an integrated partner please call
Redtail Technology at 800.206.5030.