| Company |
Resource Type |
Description |
|---|
 |
Software Consortium |
Yoursilverbullet.net is a consortium of software vendors dedicated to integration. |
 |
Website Development |
Advisor Websites creates compliant, high-quality websites for financial advisors. |
 |
Outsourced Back Office Technology Consulting Service |
AllBackoffice 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. |
 |
Operations Management |
Beneficial Concepts Group, LLC provides professional operations management for growing your financial services practice. |
 |
Client Feedback Program |
The Client Audit is a third-party client feedback program that helps you to build deeper relationships and identify revenue opportunities among existing clients. |
 |
Consulting Services |
DMAC Consulting Services coaches financial advisors, entrepreneurs and sales professionals to peak performance. |
 |
Industry News and Information |
Efficient Practice.com provides operational efficiency consulting and a monthly newsletter service. |
 |
Investment Management Technology Solutions |
Fascet Chicago LLC provides services and products designed to streamline and enhance investment management technology. PCMi - Utilize Junxure as the primary source for your Advent Axys portfolio data. |
 |
Industry News and Information |
Bob Veres offers great insight into today's new ideas and innovations, saving you time and effort. |
 |
Consulting Services |
Norwood 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. |
 |
Consulting Services |
The Resourceful Coach™ partners with motivated individuals, business owners and entrepreneurs to maximize your personal and professional potential. |
 |
Consulting and Technology Management Services |
Right 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. |
 |
Industry News and Information |
Technology Tools for Today provides a practice management/technology newsletter and conference for financial advisors. |
