Wealthlink
Organize your financial life with a consolidated view of your accounts, transactions and investments. Work directly with your advisor to set budgets and create a plan to pursue your financial goals.
MorningStar Work Station
MorningStar is a research and rating company for investments. We use this program to get data and analysis to aid in portoflio construction, making sure that you are getting the best care possible.
Riskalyze
Riskalyze is a Financial Technology Company that provides tools for analyzing investment risk. It helps clients identify their risk tolerance and allows us to tailor our clients to a corresponding risk model.
Y-Charts
Ycharts is an intuitive platform we utilize to analyze, score, and monitor all of the securities available in our advisory program. The data is updated on a daily basis allowing us to keep close tabs on what is going on within our mdoels.