We use Fidelity Investments as our custodian. They are one of the largest providers of financial services in the nation, enabling our firm to offer you the solutions that can go a long way toward helping you meet your goals. As a leader in the financial services industry and a leading provider of retirement savings plans, Fidelity has a thorough understanding of the products and services we need to help best serve you and how to deliver them to you in the most efficient and convenient ways.
As a market-leading provider of financial planning solutions, eMoney delivers technology that helps us keep pace of your growth with their planning platform, which can be as simple or complex as needed. This industry-leading account aggregation powers efficient and secure connections that allow us to create a complete view of your financial situation and build plans using reliable data.
Pontera enables us to deliver better outcomes to retirement savers by utilizing cohesive rebalancing and tax strategies across employer-sponsored accounts. With Pontera, advisors can communicate a buy or sell order to held away accounts, including 401(k)s, 403(b)s and more, across hundreds of leading financial institutions.