Partners & Integrations

Data Integration and Group Discount Partners

Partners & Integrations

Data Integration and Group Discount Partners

SIGMA Financial corporation – investment firm

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Wall Street Financial Group – Retirement income planning

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USBank – wealth management

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United Planners – Financial Services

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Triad Advisors – Investment services

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The Leaders Group – Broker/Dealer

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Ameritrade – Independent Advisor Services

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Sellin Advisor group – Creative Solutions for the financial services industry

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Securities America – Financial Advisors

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PlanMember – Securities and advisory services

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Next Financial group – independent financial services firm

 

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NAPFA – National Association of personal financial advisors

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NAAIM – The National Association of active investment managers

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LPL Financial – Financial Services

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Lincoln Investment embrace the future – Helping people realize their financial goals

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KMS Financial Services, Inc. –

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Investments and Wealth Institute – Investment Consulting

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Intervest International – Registered Investment Advisor

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H. Beck, Inc. – Independent broker-dealers

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Garrett Planning Network – Financial planners

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G.A. Repple & Company – Help for investing

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FSC – Securities Corporation – members of advisor group

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FPA – Financial Planning Association

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First Heartland Capital – Independent Broker Dealer

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Commonwealth – Financial Network

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Cambridge – Investment Research

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Cadaret Grant – An Atria Company

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ACP Alliance of Comprehensive Planners

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Litman Gregory Advisorintelligence

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Advantage Capital – Investing in Small Businesses

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Avantax Wealth Management – Formerly 1st Global

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Questar Capital & Questar Asset Management

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Act 4 Advisors® – CRM for Financial Planners, Investment Advisors, and Insurance Agents

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Albridge® – Data Aggregation and Consolidated Wealth Reporting

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Aqumulate® – Account Aggregation for Financial Advisors and Wealth Managers

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Redtail® – CRM, Document Imaging and E-Mail Solutions for Financial Advisors

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Veo® – TD Ameritrade Institutional’s Powerful Account Management and Trading Platform

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Data Integrations for TOTAL Online Edition

The online edition of TOTAL features the ability to import client and asset information from the listed partners.

Act 4 Advisors® – CRM for Financial Planners, Investment Advisors, and Insurance Agents

Learn More

Albridge® – Data Aggregation and Consolidated Wealth Reporting

Learn More

Aqumulate® – Account Aggregation for Financial Advisors and Wealth Managers

Learn More

Redtail® – CRM, Document Imaging and E-Mail Solutions for Financial Advisors

Learn More

Veo® – TD Ameritrade Institutional’s Powerful Account Management and Trading Platform

Learn More

Discount Partners for TOTAL Online Edition

The online edition of TOTAL features the ability to import client and asset information from the listed partners.

SIGMA Financial corporation – investment firm

Learn More

Wall Street Financial Group – Retirement income planning

Learn More

USBank – wealth management

Learn More

United Planners – Financial Services

Learn More

Triad Advisors – Investment services

Learn More

The Leaders Group – Broker/Dealer

Learn More

Ameritrade – Independent Advisor Services

Learn More

Sellin Advisor group – Creative Solutions for the financial services industry

Learn More

Securities America – Financial Advisors

Learn More

PlanMember – Securities and advisory services

Learn More

Next Financial group – independent financial services firm

 

Learn More

NAPFA – National Association of personal financial advisors

Learn More

NAAIM – The National Association of active investment managers

Learn More

LPL Financial – Financial Services

Learn More

Lincoln Investment embrace the future – Helping people realize their financial goals

Learn More

KMS Financial Services, Inc. –

Learn More

Investments and Wealth Institute – Investment Consulting

Learn More

Intervest International – Registered Investment Advisor

Learn More

H. Beck, Inc. – Independent broker-dealers

Learn More

Garrett Planning Network – Financial planners

Learn More

G.A. Repple & Company – Help for investing

Learn More

FSC – Securities Corporation – members of advisor group

Learn More

FPA – Financial Planning Association

Learn More

First Heartland Capital – Independent Broker Dealer

Learn More

Commonwealth – Financial Network

Learn More

Cambridge – Investment Research

Learn More

Cadaret Grant – An Atria Company

Learn More

ACP Alliance of Comprehensive Planners

Learn More

Litman Gregory Advisorintelligence

Learn More

Advantage Capital – Investing in Small Businesses

Learn More

Avantax Wealth Management – Formerly 1st Global

Learn More

Questar Capital & Questar Asset Management

Learn More
Don't see your partner listed? Call us at 877-421-9815 ext 4 and let us check.

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