AdvisorShare
Client First Recommendations WITH Transparency!
The insurance industry has a history of putting the client’s needs behind the insurance agent and IMO. AdvisorShare was created to break this cycle and to cater to advisors who want to put their client’s needs first!
Schwab Institutional is one of the largest custodians of Registered Investment Advisor (RIA) fiduciary assets, providing custodial, operational, practice management, and trading support to more than 7,500 independent RIA firms.
Tamarac is a comprehensive technology solution used by more than 1,000 independent advisory firms that collectively manage over $1.2 trillion in assets. Tamarac’s focus on innovation has earned the company a host of recent industry awards for its sophisticated portfolio management tools, cutting edge reporting, integrated financial planning, and client engagement technology.
Redtail is the most robust CRM available for financial professionals. We use Redtail CRM to keep detailed records of client meetings and conversations, track our client work flows to make sure nothing gets missed and manage all of the contact data.
eMoney is our financial planning platform, which allows a straightforward goals-based approach to financial planning. We can show clients easy to understand financial models specific to what they are trying to achieve. It also allows us to map out simple to complex estate planning allowing clients can see how their estate will flow to their children given the provisions of their wills and trusts.
Envestnet provides Blueprint Partners with innovative technology, solutions, and intelligence. Specifically, we rely on Envestnet to provide advanced solutions for client portfolios, customizable and comprehensive reporting, as well as practice management and billing services.