Partner Listing

Platform Independence for Your Data Management

Our service is integrated with the leading wealth management systems, CRM solutions, reconciliation platforms and others, giving you the flexibility to select the best technology solution for your financial advisory business, both now and in the future. 

Please look at the list below and request a quote.

 

PartnerType
AccusourceOutsourcer Partner
AccuTech Systems CorporationTrust accounting software
AdventPortfolio management system
Advisor ProductsCRM
AllBackOffice Consulting, LLCOutsourcer Partner
Archway Finance and OperationsOutsourcer Partner
Archway Technology PartnersPortfolio management system
Reporting
Trust accounting software
AssetBookPortfolio management system
B-Ready Outsourcing SolutionsOutsourcer Partner
Back Office ConnectionOutsourcer Partner
Back Office Support ServiceOutsourcer Partner
Black Diamond ReportingReporting
BlueleafReporting
Compliance11Personal trading surveillance
CSSIOutsourcer Partner
Ebix, Inc.CRM
Envestnet Asset ManagementOutsourcer Partner
EQISTurnkey Asset Management Program
Financial Navigator, Inc.Reporting
Financial Support Services, LLCOutsourcer Partner
Financial Tracking, LLCPersonal trading surveillance
FortigentReporting
HWA InternationalTrust accounting software
InDataPortfolio management system
Interactive Advisory SoftwareOutsourcer Partner
InvestCloudReporting
MoneyGuideProFinancial Planning Software
MorningstarPortfolio management system
MyComplianceOffice/TerraNuaPersonal trading surveillance
Orion Advisor ServicesPortfolio management system
Pareto Platform CRMCRM
Portfolio PathwayReporting
Private Trust GroupTrust accounting software
Redtail TechnologyCRM
RockIt SolutionsFinancial Planning Software
Schwab Performance TechnologiesOutsourcer Partner
Portfolio management system
SmartStreamReconciliation
StarCompliancePersonal trading surveillance
TamaracOutsourcer Partner
Rebalancing
Total Rebalance Expert (TRX)Rebalancing
WealthAccessReporting
WealthTouchReporting

"As a practicing RIA and CEO of Total Rebalance Expert (TRX), I have experienced the benefits of account aggregation first-hand. As an RIA, my firm is now able to incorporate management of clients' 401(k)s and annuities, providing our clients with comprehensive management while providing our firm with additional AUM and fee revenue. TRX's seamless integration with the Morningstar® ByAllAccountsSM service makes tax-efficient management at the household level easy!"

-Sheryl L. Rowling CPA/PFS, Co-Creator & CEO Total Rebalance Expert®

Sheryl L. Rowling CPA/PFS, Co-Creator & CEO Total Rebalance Expert®

"Tamarac is focused on enabling advisors to better service the investors they support as well as run a more efficient business through our Advisor Xi suite and our integration partners. Leveraging the Morningstar® ByAllAccountsSM service to integrate investor 401(k), 529 and other held away assets has clearly become an area where advisors have been able to provide incremental value to their clients. Over the course of the last year we’ve seen a significant increase in the number of advisors adopting a strategy to provide advice to all of their investor’s assets and ByAllAccounts is the perfect solution to deliver this value."

-Stuart Depina Chariman & CEO Tamarac

Stuart Depina Chariman & CEO Tamarac