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Resource Partners

Resource Partners


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Why You Should Consider Becoming a Resource Partner

Whether your product or service appeals to either the Investment or the Tax & Accounting advisor, our Resource Partners' comprehensive profile contains all of the relevant information an advisor would need to make an informed buying decision. Many of our Resource Partners are smaller firms that may be new to the industry but offer innovative products and services that will benefit the financial advisors’ practices.  

Financial Advisors will be able to easily view your comprehensive profile and contact you directly with any questions they have regarding your product or service. This is a great way for you to increase your company’s exposure to our expanding registry of financial advisors and keep them updated on all the new developments in the wealth technology industry. 

1. Investment Advisor Resource Partner categories

There are nine Investment Advisor Resource Partner categories:

Understanding data is mandatory in today’s wealth advisory world. The ability to analyze raw data to make inform

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Business Metrics, Data Analytics, Behavioral Finance, and Valuation

As a financial advisor, the relationships you hold with your clients are one of the most valuable assets you possess.

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Customer Relationship Management (CRM)

Financial, Charitable and Continuing Education are all important subjects to advisors and consumers alike. Having a go

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Financial, Charitable and Continuing Education

For the financial advisor, having the latest in financial planning software is a must. Historical data, investment com

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Financial Planning, Reverse Mortgage, Insurance Services, and Alternative Investments

In this social media world, effective marketing of your financial advisory practice is imperative to the continuation

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Marketing, Coaching, and Content Services

Trust Services made specifically for the independent financial advisor are growing in demand and need. Our partner com

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Trust, Compliance, Fiduciary, Custodial and Advisor Legal Services

The resilience of the long-running bull market may have made reallocation of one's portfolio a must. As asset allo

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Portfolio Risk Tolerance, Management Reporting and Rebalancing Solutions

The new wave in the wealth tech arena, these algorithmic systems automatically create a portfolio based upon current i

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Digital Financial Advice Platforms

Our Technology Support Services Partners offer a wide range of services including: Computer systems software supp

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Technology Support Services

2. Tax and Accounting Advisor Resource Partner categories

There are nine Tax and Accounting Advisor Resource Partner categories:

Business valuation methods are commonly used by practitioners to prepare for a merger or acquisition and are extremel

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Accounting & Audit and Business Valuations

A disaster recovery and business continuity plan is an essential component of maintaining and growing a successful bu

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Document Management & Disaster Recovery

There are many Quickbooks Add-Ons and Point of Sales software solutions for almost any industry. Inventory and sales

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Financial and QuickBooks Add-Ons & Point of Sales

Originally designed for larger CPA firms, these time saving applications today can be used by firms of any size to el

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Tax & Accounting Research and Document Automation

Maintaining back-office support for your finance and accounting software is essential to every thriving business. Sus

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E-Tools and Resources, Supplies, and Services

Financial planning is a misnomer without tax planning. As you are well aware, tax planning for your clients helps the

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Tax and Financial Planning

The accounting profession is changing rapidly and chances are that every one of your key operational systems will be r

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Business and Practice Management

As more small service-related businesses are formed, the demand for software that suits these specialized business ty

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Construction, Manufacturing, & Distribution

In today’s working environment, employees want to be empowered. In a recent survey almost 3 out of every 4 work

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Human Resources & Payroll and Portals

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