Strategic Partner Directory
Orion is a fully-integrated technology platform that assists advisors with portfolio accounting, performance reporting, model management, trading, and tracking important metrics.
eMoney is a wealth management and financial planning software that provides advisors with a tool for creating customizable, real-time financial planning, and modeling solutions for clients.
Riskalyze offers a software-based solution for advisors who want to better determine investors’ risk tolerance and profile. Riskalyze helps advisors pinpoint an investor’s Risk Number and build a portfolio to match.
Salesforce is the world’s most trusted customer relationship management (CRM) platform and allows your marketing, sales, service and IT teams to work as one from anywhere to keep your clients happy everywhere.
Orion Portfolio Solutions is a turnkey asset management program that seamlessly integrates technology that is equal parts intuitive and powerful, with flexible and innovative investment options and hands-on product support.
AssetMark empowers advisors with a curated investment platform with purpose-built investment solutions help advisors take a disciplined approach in all market conditions. Advisors use AssetMark’s platform to build a custom asset mix to accommodate each investor's risk tolerance and focus on long-term goals, not short-term fears.
The largest RIA custodian in financial services, servicing over 7,000 advisors, Schwab provides advisors with innovative tools, premium insights, robust education, and dedicated support.
Kingswood enjoys a very strong relationship Raymond James’ clearing platform and this translates into top-level service and reporting from Raymond James. Additionally, advisors can enjoy streamlined technology and reporting by utilizing Raymond James as a clearing firm and custodian.
A leading clearing firm, RBC offers Kingwood’s advisors comprehensive clearing service, including consolidated reporting and a broad range of traditional investment solutions.