Partners

AdvisorSquare AdvisorSquare provides financial professionals with specialized websites that serve as valuable customer communication and retention tools. Designed according to each advisor's specific preferences and business goals, AdvisorSquare websites offer access to real-time stock quotes, individual clients accounts, financial calculators and informative investment-related content. In addition, AdvisorSquare provides unparalleled customer support to each of the 12,000 advisor websites that it hosts and maintains.

For broker/dealer compliance departments, LiveOffice offers C-Manager for Broker/Dealer website compliance and AdvisorMail for SEC/NASD/NYSE-compliant email and instant message monitoring and storage.

eMoney Headquartered in Paoli, PA, eMoney Advisor is a leading provider of holistic wealth planning solutions that focus on maximizing the potential of the advisor client relationship. eMoney Advisor combines expert consulting and innovative technology to deliver comprehensive wealth planning solutions and services that leverage more than two decades of financial planning and wealth management experience. eMoney Advisor's solutions are enhancing advisor client relationships for a variety of financial services companies serving thousands of high-net-worth clients throughout the country. For more information on eMoney Advisor, visit www.emoneyadvisor.com. Read more...

Financial Life Planning Institute The Financial Life Planning Institute is focused on developing services and tools that help advisors implement the financial life planning process in their business. This means not just asking the right questions, but being able to engage the client in meaningful conversations about important life events, situations and goals.

Financial Profiles Financial Profiles offers the financial services industry comprehensive financial planning software, and consulting, training and support services. The company began in 1969 as a service bureau offering needs analysis reports for insurance and financial services representatives worldwide, and today works with many nationally recognized financial services organizations. Financial Profiles is a subsidiary of Allmerica Financial Corporation, a holding company for a diversified group of insurance and financial service companies. Read more...

Informa Investment Solutions - Informa Investment Solutions ("IIS") has been providing separate account information, portfolio accounting and performance measurement systems, analytical tools, and consulting support to pension funds, investment consultants, brokerage firms and money managers since 1976. IIS' unique ability to provide investment professionals with customized systems, data, and services has made them a leading service provider in the marketplace.

Interactive Advisory Software, Inc. - is a subsidiary of Optima Technologies, Inc., providing the only web-based, fully integrated financial planning, portfolio management and client management software solution available today. IAS was built for advisors, by advisors, and addresses the unique needs of professional financial planners to best manage their practice, and acquire and service more high net worth clients. Read more...

MoneyGuidePro - PIE Technologies is dedicated to one thing - helping advisors use financial planning to more effectively motivate each client to create, implement and maintain an investment strategy that best meets their lifetime financial goals. Read more...

National Financial - National Financial, a Fidelity Investments company, offers Integrated Brokerage Solutions™ to 344 clients ranging from retail broker/dealers to institutional investment firms. Collectively, National Financial's clients have more than 86,000 brokers. As of March 31, 2007, National Financial custodied more than $670 billion in assets representing more than 5.4 million customer accounts. Integrated Brokerage Solutions incorporates innovative technology, products and programs, supported by dedicated client service professionals and trusted industry alliances. This holistic, solutions-oriented approach is designed to help client firms attain competitive advantage by driving growth, creating efficiency and managing risk.

NetGram - NetGram Inc. is the world leader in providing software, technology and services to generate and dispatch documents via combined e-mail and print distribution. NetGram's patented E-mail Bridge™ technology allows enterprises of virtually all sizes to achieve overall cost efficiencies and greater effectiveness in their print communications by online and offline data synchronization and automated delivery. With NetGram, each and every one of your communications may be personalized and delivered in the method most preferred by the sender or recipient. This may be in electronic or hard copy format or even both. We make the delivery mechanism the sender's choice - not one dictated by the data file.

Peterson's - Since 1966, Peterson's has helped to connect individuals, educational institutions, and corporations through its critically acclaimed books, websites, online products, and admissions services. Peterson's reaches an estimated 105 million consumers annually with information about colleges and universities, career schools, graduate programs, distance learning, executive training, private secondary schools, summer opportunities, study abroad, financial aid, test preparation, and career exploration.