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.

Advisor Products is a leading financial advisor technology and marketing company that creates websites, client newsletters, brochures, and other marketing services for 2,000 independent financial advisory firms. The company also provides logo design, marketing copy, stationery, and email newsletters for financial advisors. The firm customizes its website and print products with financial planning content for high-net-worth individuals. The firm also provides free continuing education webinars for financial advisors and planners. Many of the nation’s leading Registered Investment Advisers, independent Registered Representatives, and independent broker/dealers rely on marketing and technology services provided by Advisor Products.

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 the complete portfolio management system for investment advisors looking to minimize their administrative demands and maximize their client interaction. AssetBook is the premier Portfolio Management Software as a Service (SaaS) designed specifically for investment advisors. AssetBook provides advisors with an industry-leading combination of web-based software and personalized service including Portfolio Accounting, Reporting, Trading, and Client Access.

BridgePortfolio offers an outsourcing solution to advisors’ back-office needs. There is no need to own portfolio management and trading software, or maintain a large staff. We simplify operations so advisors can redeploy resources (cash, time, management energy) away from cost-center operational tasks towards profit-center, growth tasks like marketing, client servicing, and security selection. Services include: Accounting Opening & Proposal Tools, Portfolio Accounting & Reporting; Fee Billing; Model Portfolio Trading; Administrative Support.

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.

Cashflow INSITE is the only budgeting solution that offers client-advisor collaboration. In today’s economic environment, virtually everyone is concerned about their spending. Yet few people know how to track their cash flow and diagnose issues before they happen.

Employing artificial intelligence techniques, Cashflow INSITE learns and adapts to user interactions and corrections, which automates the task of assigning future transactions. This greatly reduces the time and upkeep, a major roadblock in traditional budgeting applications, and allows your client to focus on taking control of their finances.

eMoney Advisor, based in Conshohocken, Pennsylvania provides a suite of award-winning, web-based wealth-planning tools that offer an aggregated, comprehensive view of a client’s financial portfolio, as well as features and functions that enable more complete planning and better servicing of a client’s needs. eMoney’s suite of tools are used by leading financialservices firms around the country, including such well-known names as AIG Advisor Group, Asset Mark Investment Services, Commerce Bank, First Trust Bank, The Guardian Life Insurance Company of America, LPL Financial, MassMutual Financial Group, MetLife, Mercantile Bank, New York Life, National Life Group, Northern Trust, Principal Financial and Securian Financial Services, among others.

The Finance Logix platform is a collection of client facing financial planning tools that emphasizes client acquisition and retention through education and graphical representation of planning scenarios. The financial planning suite of products is designed to provide the appropriate financial modeling sophistication, and complexity in a client facing, intuitive platform.

The speed and agility of the “what-if” results is unmatched in the industry. Finance Logix® is a visual, dynamic and comprehensive product built on a very comprehensive and complex engine that has been used by large enterprises to deliver financial advice for over 10 years.

Jott makes sure you stay on top of everything. With a simple phone call to 866-JOTT-123, you can capture notes, set reminders and calendar appointments, stay in touch with friends and family, and interact with your favorite web sites and services...all with your voice! We can even transcribe your voicemail.

Laser App Software creates products that combine state of the art form filling technology with our massive library of industry related forms. Forms are maintained by us so reps can focus on their clients, rather that filling out paperwork.

MarketingLibrary.net is an online marketing and communication library containing over 1,000 professionally written client letters, prewritten articles, prospecting pieces, invitations and more with new content added weekly. Best of all, the system is designed to work seamlessly with compliance.

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.