Industry Resources


CompanyResource TypeDescription
www.advisorwebsites.comWebsite DevelopmentAdvisor Websites creates compliant, high-quality websites for financial advisors.
All About It ConsultingConsulting ServicesAll About It Consulting is dedicated to helping Financial Services firms achieve operational excellence. They believe that quality in your operations means brilliance in your service. They focus on creating effective processes and procedures, using technology to streamline operations, and assisting firms in managing and implementing changes in these areas.
www.All-Backoffice.comOutsourced Back Office Technology Consulting ServiceAllBackoffice Consulting (ABC) delivers a premium outsourced back office technology consulting service developed over the course of the last 15 years of serving independent advisors. Their core services are bundled with a proactively managed back-office technology scale and growth plan. SolutionsCities Digital, Inc. increases office efficiency through paperless solutions and improved work processes.
www.dmacconsulting.orgConsulting ServicesDMAC Consulting Services coaches financial advisors, entrepreneurs and sales professionals to peak performance.
www.efficientpractice.comIndustry News and InformationEfficient provides operational efficiency consulting and a monthly newsletter service.
externalit.comIT ServicesExternal IT, one of the very first full-service, cloud IT outsourcing companies and developer of the OS33 platform, focuses on servicing the financial services vertical, specifically RIAs, Wealth Advisors, Broker Dealers, Alternative Investment firms and Insurance companies. OS33 is the leading unified cloud computing IT solution for delivering cloud desktops, applications and infrastructure—all from a single solution.  
www.bobveres.comIndustry News and InformationBob Veres offers great insight into today's new ideas and innovations, saving you time and effort.
financial advisor leadershipIndustry News and InformationThe world’s leading source of financial content on the web, with more than 20 million unique visitors and 60 million page views each month.
ItegriaIT ServicesA complete outsourced IT solution specifically serving RIA firms nationwide. With services such as Help Desk, Network Administration, Proactive Management, and Virtual CIO, we are able to support existing local area networks or offer a complete and secure Total AdvisorCloud™ solution to any RIA’s needs. Find out about our “Unfair Advantage” by serving RIA firms exclusively.
financial advisor crmIT ServicesIVDesk unleashes the potential in every company. Their IT service helps firms collaborate, drive new business and serve their customers better. More than 200+ CPA, RIA, Law and Community Banking organizations use IVDesk’s vertically focused IT service. The ability to have a secure, always-on service greatly aids in a firm’s growth, collaboration, communication, service management and talent development to work smarter and deliver quality results on time and outpace your competition.
financial advisor crmProfessional AssociationNAIFA is the only organization serving and representing insurance and financial advisors regardless of the products they sell or the focus of their practice. NAIFA is your professional association, and its focus is to help protect your business, help you grow your business and promote ethical business conduct.
Consulting ServicesNorwood Consulting provides ReportCheck, an automated error-checking tool for PortfolioCenter®, designed to quickly discover missing data and errors in order to improve the accuracy of PortfolioCenter reports.
resourcefulcoach.wordpress.comConsulting ServicesThe Resourceful Coach™ partners with motivated individuals, business owners and entrepreneurs to maximize your personal and professional potential.
RightSizeSolutionsIT ServicesRight Size Solutions, Inc. is an experienced provider of business consulting and technology management services for financial service organizations, and specializes in the development and hosting of cloud computing and virtual IT solutions for its customers. Since 2001, Right Size Solutions has worked exclusively with financial service organizations and private health care providers to help reduce technology costs and operating / regulatory risk by helping principals leverage their technology investment. The firm guarantees satisfaction with all services provided.
financial advisor crmBrokerage ServicesSSG provides high-quality, dedicated services for independent registered investment advisors. We work exclusively with independent RIAs across the nation serving affluent clients. Our management team has a proven track record of building and managing brokerage and custodial platforms renowned for customer service.
www.technologytoolsfortoday.comIndustry News and InformationTechnology Tools for Today provides a practice management/technology newsletter and conference for financial advisors.