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TOP PARTNERSBelow are some of the organizations we are working with right now. Schwab Performance TechnologiesPortfolioCenter provides the functionality needed to efficiently manage financial data, run your back office and serve your clients. PortfolioCenter gives you a single, consolidated view of all financial assets, regardless of where they are held. Family Office NetworkPermanent, Smart Storage. FON’s Document Management system is a great way to safeguard vital documents and information for you and your clients. ByAllAccountselectronically gathers client account data (transactions, positions, balances) on a nightly basis and feeds it directly into your portfolio management system eliminating time consuming manual entry so you can spend less time in the back office and more time servicing clients. JunxureCRM system built specifically for financial advisory firms. Pershing Advisor Solutionsaims to serve the needs of growth-minded registered investment advisors. They offer a highly customized approach, a deep understanding of your business, and a comprehensive range of institutional-quality global solutions to help meet the needs of todays RIA's. RedTail CRMRedtail Technology delivers web-based Client Relationship Management (CRM) solutions for the Financial Professional. Total Rebalance Expert(TRX) rebalances portfolios automatically, considering tolerance ranges, tax ramifications, location optimization, redemption fees, transaction costs, and cash needs. Salesforce.comOver 1,600 global financial services customers, from the smallest teams to the largest firms, put their trust in the Salesforce customer relationship management (CRM) solutions and the Force.com platform. FidelityWhile you manage trust assets, Fidelity can act as their custodian and handle all of the administrative, reporting and fiduciary responsibilities. CiscoUnified computiong and network management solutions. Hewlett-PackardNotebook, Printing and Office Management Solutions Technology Tools for TodayT3: The Newsletter, is a monthly newsletter from David Drucker and Joel Bruckenstein, the authors of Tools and Techniques of Practice Management and Virtual Office Tools for For a High Margin Practice. Byrnes Consulting, LLCworks with its clients to determine their business priorities and then helps them get traction to reach their desired outcomes, often by creating a business development strategy and a detailed marketing plan. |