your Technology products
Kingswood U.S. supports its advisors by providing them with all the necessary technology tools to succeed.
We aim to have a vast variety of powerful technology partners available in order to satisfy all of your needs.
Open architecture equals flexibility. Streamline your technology stack by using Kingwood’s platform or choose your own components. We fully support both.
With Orion Advisor Services at the core, the Kingswood Advisory Platform provides the highest levels of portfolio accounting, performance reporting, account aggregation, and fee billing capabilities.
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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.
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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.