Partners & Integrations
Data Integration and Group Discount Partners
Partners & Integrations

Capital Market Consultants – Wealth Management
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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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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
Learn MoreData Integrations for Moneytree Plan
Moneytree Plan 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 MoreDiscount Partners for Moneytree Plan
Moneytree Plan 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

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