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Our Technology

Wealthvision

Wealthvision is a financial planning tool, and your personal financial website. Aggregating all of your accounts, accessible on any device, and featuring advanced budgeting and document storage capabilities, Wealthvision provides the answers you need, wherever you are.

MoneyGuidePro

MoneyGuidePro is a goal-based financial planning tool we use for our clients. It offers scenario testing and an interactive "What-If?" function to help understand what it will take to meet your goals. 

Riskalyze

Riskalyze is cutting edge technology that identifies your acceptable levels of risk and reward. Using this tool, we ensure that your portfolio defines your investment goals and expectations.

Hidden Levers

Using Hidden Levers, we provide our clients advanced portfolio stress testing around potential economic scenarios like a oil crash, a recession, or high inflation rates.

Morningstar

Our research team uses Morningstar for in-depth investment research and portfolio analysis to help clients meet their financial goals. 

Account View

Accessed from your computer, tablet or smartphone. Account View provides you secure, convenient, 24-hour online access to your investment account information.