Integrations & Partnerships
We partner and work with some of the largest financial institutions and technology providers so our clients have access to best-in-class resources.

CAIS
CAIS is leading platform for alternative investments.

Charles Schwab
Charles Schwab provides custody for client accounts.

eMoney
eMoney is a financial planning software provider.

Fi360
Fi360 is a technology and analytics platform for finance.

Fidelity
Fidelity provides custody for 401(k) & pension plans.

Goldman Sachs
Coming soon!

Halo
Halo is a technology platform for structured note offerings.

iCapital
iCapital is a financial technology provider focused on alternatives.

Morningstar
Morningstar is a provider of technology, research, and data.

Pontera
Pontera is a technology provider of 401(k) management software.

Principal
Principal provides custody for 401(k) & pension plans.

RBC
Coming soon!

RightCapital
RightCapital provides technology for financial planning.

Riskalyze
Riskalyze is a risk alignment software.

SAP
SAP is a software and technology provider.

TD Ameritrade
TD Ameritrade provides custody for 401(k) & pension plans.

The Standard
The Standard offers recordkeeping and TPA services.

Vanguard
Vanguard provides custody for 401(k) & pension plans.