American Independent Marketing
Phone: (800) 672-7202
Email: john.hennessey@aimforltc.com
Web: www.aimforltc.com
National long-term care insurance wholesaling specialist with 30 years experience, contracts with all major LTCi carriers, and full service back-office support.
Black Diamond Performance Reporting
Phone: (904) 241-2444
Email: sales@blackdiamondreporting.com
Web: www.blackdiamondreporting.com
The leading provider of web-based, outsourced portfolio management and reporting platforms for independent advisors and wealth managers.
Interactive Advisory Sofware, Inc.
Phone: (770) 951-2929
Email: iassales@iassoftware.com
Web: www.iassoftware.com
IAS is the leading provider of SaaS applications to the RIA marketplace and has an integrated web-based software application enabling financial advisors to fully automate their back office operations.
Money Tree Software
Phone: (877) 421-9815
Email: sales@moneytree.com
Web: www.moneytree.com
Money Tree Software provides different planning styles and reporting scope with Full Featured Fundamental Planning, Flexible Comprehensive Goal Based Planning and Fine Tuned Advanced Cash Flow Planning.
Orion Advisor Services, LLC
Phone: (402) 496-3513 x2
Email: sales@orionadvisor.com
Web: www.orionadvisor.com
Orion Advisor Services, LLC is the ULTIMATE Portfolio Accounting Service Bureau.
Pershing Advisor Solutions
Phone: (800) 445-4467
Web: www.pershingadvisorsolutions.com
Pershing Advisor Solutions LLC (member FINRA, SIPC) is an affiliate of Pershing LLC and a leading custodian to independent registered investment advisers and dually-registered advisers.
Scottrade Advisor Services
Phone: (866) 306-7135
Email: Sasinfo@scottrade.com
Web: https://advisor.scottrade.com
Scottrade Advisor Services, a division of Scottrade, Inc., provides comprehensive custodial and institutional trading services for Registered Investment Advisors.
