Client Engagement
Asset Map
Asset-Map is on a mission to elevate the financial wellness of millions of people. Unlike traditional financial software tools, Asset-Map provides a holistic view of a household's financial picture that empowers humans to easily comprehend, discuss, and make smarter financial decisions now and in the future.
FMG Suite
FMG is proud to be the only all-in-one marketing technology platform for financial advisors. And we’re honored to have been voted #1 in customer satisfaction three years in a row according to the T3/Inside Information survey. Our mission is to make it easy for you to market authentically and effectively across every channel, from your website to social, email, print and mobile.
SS&C
An award-winning, cloud-native solution, Black Diamond is designed to meet the complex business needs of wealth management professionals and their clients. Complete with performance reporting, portfolio rebalancing, an immersive client portal, and more, the platform also connects to a vast ecosystem of smart integrations.