Broker Check

Digital Client Experience

The technology stack that we employ is best in class, and it offers our clients timely dashboards and insights into performance, planning metrics, and an overall pulse on your entire financial livelihood.


We use Orion to provide our clients with a simplistic and intuitive dashboard to monitor and understand their portfolio architecture and performance. It is available as both a mobile application and browser based to provide ultimate flexibility to access. Our unique configuration also hosts custodian statements and tax documents.


Money Guide is our core financial planning software, which helps us quantify decisions, target retirement, and ultimately give our clients a better understanding of how life events impact their financial situation. The factor-based simulations and outputs substantiate the ability for our clients to fund the life they want, both now and in the future.


NetXInvestor is provided by our custodian, Pershing. This portal is also available in mobile application or browser based and is complementary to Orion. It allows our clients to access real-time values, mobile deposits, and access account related literature.


A critical component of our investment decisions relies on the institutional analytics that Morningstar provides. Their tools help us identify, assess, and monitor the investments with which we entrust client assets.


Conway Investment Research is an additional investment research partner that we depend upon for another layer of investment due diligence. Their independent evaluations and reports assist us in making informed investment decisions.