Integrations & Partnerships
We partner and work with some of the largest financial institutions and technology providers so our clients have access to best-in-class resources.
CAIS
CAIS is leading platform for alternative investments.
Charles Schwab
Charles Schwab provides custody for client accounts.
eMoney
eMoney is a financial planning software provider.
Fi360
Fi360 is a technology and analytics platform for finance.
Fidelity
Fidelity provides custody for 401(k) & pension plans.
Goldman Sachs
Coming soon!
Halo
Halo is a technology platform for structured note offerings.
iCapital
iCapital is a financial technology provider focused on alternatives.
Morningstar
Morningstar is a provider of technology, research, and data.
Pontera
Pontera is a technology provider of 401(k) management software.
Principal
Principal provides custody for 401(k) & pension plans.
RBC
Coming soon!
RightCapital
RightCapital provides technology for financial planning.
Riskalyze
Riskalyze is a risk alignment software.
SAP
SAP is a software and technology provider.
TD Ameritrade
TD Ameritrade provides custody for 401(k) & pension plans.
The Standard
The Standard offers recordkeeping and TPA services.
Vanguard
Vanguard provides custody for 401(k) & pension plans.
