Embracing TECHNOLOGY

Through our platform, we manage your wealth using secure, state-of-the-art technology, allowing our clients to streamline their financial lives, facilitate open communications and make more informed investment decisions.

  • Cloud-based technology architecture not burdened by the shortcomings of cobbled-together legacy systems
  • State-of-the-art comprehensive data aggregation technology via Addepar
  • Secure digital document storage vault

Technology and the overall digital client experience are reshaping the wealth management industry. We believe these digital enhancements can enrich the client experience by bringing more transparency, clarity, cohesiveness and convenience to your financial picture and all the details it comprises. This new level of engagement with technology is accelerating the move from periodic monthly or quarterly statement reviews to access current aggregated balance sheet views, allowing for greater insight and collaboration while operating in a private, secure environment.

We are not burdened with legacy technology platforms that have been cobbled together and provide incomplete solutions for clients. Manual Excel spreadsheets are becoming a thing of the past. We believe in a cloud-based architecture that provides the flexibility to handpick the best technology offerings. Our platform incorporates direct, automated feeds from most custodians, fund administrators and proprietary data warehouses, which allow us to track the detailed transactional information across multiple asset classes. That information is then used to populate a client’s unique, personalized website where information is displayed in a way that makes the most sense to them.

You can’t solve a problem with the same thinking that created the problem.

Albert Einstein
 BrokerCheck financial advisor lookup