Schwab Advisor Services, which includes the custody, trading and support services of Charles Schwab & Co., Inc. (“Schwab”), is the leading provider of those services to independent investment advisors. Since 1987, Schwab has provided independent advisors with the platform, products, programs and resources they need to serve their clients and grow their businesses efficiently and effectively. As a registered broker-dealer and a member of the Securities Investor Protection Corporation (SIPC), Schwab is subject to certain regulations intended to protect assets held in brokerage accounts maintained at Schwab. Schwab wants clients to have the highest level of confidence when doing business with them, so they offer this guarantee: The Schwab Security Guarantee – Schwab will cover 100% of any losses in any of your Schwab accounts due to unauthorized activity.

RightSize Solutions is an industry-leading technology firm who specializes in cybersecurity solutions for financial advisory firms. With clients who represent billions of assets under management, RSS understands our business and the importance of your privacy and security. Through a proactive approach, triple-layer protection and numerous safeguards to shield communication and data, we are confident our cybersecurity is handled by the most capable hands in the industry.

Powered by the Black Diamond® Wealth Platform, Revolve leverages a holistic, cloud-based portfolio management, reporting and rebalancing system. Highly configurable content allows us to provide our clients with easy-to-use reports and portfolio information where and when they need it most.

MoneyGuidePro® is a financial planning and modeling application designed to help Revolve Wealth Partners test multiple planning strategies meanwhile helping clients understand the probability of certain outcomes. The tool utilizes Monte Carlo simulation to stress test choices and strategies which help clients stay focused in all types of market environments. MoneyGuidePro® allows us to make changes to individual plans and immediately see the impact on our clients’ portfolios and the probability of success.

XLR8 and Salesforce work together to form a CRM (Customer Relationship Management) system specific to our industry and our firm structure. The system allows for both enhanced levels of service for our clients and operational efficiencies within the firm.

With over 20,000 customers, Smarsh is the leading provider of archiving and compliance solutions. As a provider that understands the needs of Registered Investment Advisers, Smarsh provides the tools to implement and enforce effective electronic recordkeeping, supervision and data protection policies in compliance with SEC obligations.