Technology Platforms and Services

AdviceWorks provides a centralized hub that makes it easier for you, your clients, and your team to stay connected. One place where everyone can work together -- even when they can’t be together.

Docupace is a tech company that offers a unified workflow and document management automation solution for financial services firms.

Designed for advisors with the client in mind, MoneyGuidePro^® provides sophisticated solutions and smart assumptions to help advisors create comprehensive financial plans for their clients. 

Redtail CRM is a web-based easy-to-use client management solution designed specifically for Financial Professionals.

NetX360

Pershing's revolutionary platform for investment professionals provides the tools needed to manage clients' accounts, deliver first-rate service and develop new sales and revenue opportunities.

LaserApp

Laser App fills your financial industry forms for you, saving you tremendous amounts of time processing your paperwork. With over 70 integrations and over 33,000 forms in the library, we collect the most financial industry forms and fill them out automatically with more client data than any other system.

AnnuityNet

AnnuityNet is EbixExchange's first-to-market, order-entry platform for annuity transactions. Carriers post their annuity products and associated product rules & forms on the platform where they are incorporated into a Web-based application process and a suitable questionnaire. Currently, AnnuityNet features over 1,600 annuity products from nearly 40 insurance carriers. AnnuityNet supports fixed & variable annuities, immediate, and equity-indexed annuities.

Albridge

Albridge aggregates data from hundreds of sources both custodied and non-custodied to provide a consolidated view of assets. We are relentless in our pursuit of data quality, setting new standards in transparency and benchmarking.