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Technology

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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Orion is a fully-integrated technology platform that assists advisors with portfolio accounting, performance reporting, model management, trading, and tracking important metrics.

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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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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.

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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.

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Circle BLACK is the innovative, integrated financial advisor platform that modernizes comprehensive wealth management, offering a better experience for advisors, firm owners, and the clients they serve.

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Redtail is one of the most used CRM platforms in the financial services industry. It seamlessly integrates with other technologies and allows you to maintain their client database - ensuring your clients receive the highest level of service.

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MoneyGuidePro® provides sophisticated solutions and smart assumptions to help advisors navigate the complex financial elements of their clients' lives. 

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Vestmark is a wealth management and financial planning software that enables financial institutions and advisors to deliver holistic advice in line with client objectives.



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Advisor Engine is an innovative wealth management platform built to provide clients with a modern portal to view their financial plan.

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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.

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