Driving Value Through Innovation
Our in-house resources leverage a human-centric approach to design and validate new business systems, working closely with advisors.
Innovation as a Culture
In an industry that has historically been a slower adopter of innovative technology and solutions, we pride ourselves on delivering fresh ideas, cutting-edge methods, and groundbreaking approaches to our planners. This enables them to drive unparalleled value for their clients.
We follow a simple methodology that combines human preferences with technological possibilities and economic viability. It is the intersection of these three areas where innovation takes place – and that is where our focus lies.
At the heart of our business is a relentless passion for curiosity and innovation.
Enhance the way you manage your practice with our industry-leading resources and tools:
Advisor360
Advisor360 runs your business from a powerful dashboard that allows client segmentation, workflows, reporting, and one-click reviews.
Bigger Futures
Bigger Futures is our coaching and development platform that explores cognitive psychology and methods to change the way we think to achieve greater success in our personal lives and careers.
Firm iOS
Firm iOS is a cloud-based software that organizes information, leads, and cases across the firm to deliver data-driven insights and key data points on planner practices.
Business Design
Our Business Design team is a catalyst for driving systems and technological innovation. The specialized team anticipates rather than reacts, which helps the firm remain at the forefront of trends, foresee industry shifts, and be proactive in driving value for planners.
Enhance the way you engage with and design client experiences:
Investor360
Investor360 is a digital platform that centralizes client holdings, accounts, insurance, and important documents in one secure place, accessible from any device, anywhere. Clients can also integrate external bank, insurance, and investment accounts for a personalized view.
The Financial Planning Experience (FPE)
The Financial Planning Experience (FPE) is our proprietary digital technology tool that provides educational, timely, and interactive content related to our ongoing financial planning model to streamline communication between planners and their clients.
The Financial Wellness Experience (FWE)
The Financial Wellness Experience (FWE) is a suite of offerings that provides a holistic, tailored approach to managing a client's financial health.