Technology Approach - The company adopts an open-architecture approach to technology, allowing advisors to select tools that best fit their practices and needs [2] - The firm provides recommendations and secures preferred pricing for advisors, while also offering business consulting services to identify opportunities [2] CRM Solutions - Salesforce is utilized at the firm level, but many affiliated advisors prefer specialized CRM platforms like Redtail and Wealthbox [3] - Redtail is recognized as a market leader designed specifically for financial advisors, while Wealthbox offers a modern interface and features that appeal to many practices [3] - Integrations with Jump enhance these platforms, helping advisors maintain client engagement and organized workflows [3] Reporting and Portfolio Management - The company leverages custodians and Orion for reporting, while offering a proprietary platform called WealthSuite for portfolio management [4] - WealthSuite, developed with Orion Advisor Solutions, facilitates model delivery, trading, and account servicing [4] Financial Planning Tools - eMoney and MoneyGuide are the most widely used financial planning tools among the advisors, providing flexibility for various client needs [5] - These tools support detailed cash-flow analysis and goals-based planning [5] Document Management - The company utilizes Box for secure document storage and workflow execution, alongside DocuSign for digital signatures [6] - These tools enable scalable and compliant document management for a geographically distributed advisor base [6] Custodial Relationships - The firm maintains integrations with multiple custodians, primarily LPL, Fidelity, Schwab, and Interactive Brokers [7] - This multi-custodial structure offers advisors flexibility and supports a wide range of client asset scenarios [7] - The company positions itself as a problem solver for firms seeking their next steps, minimizing client impact [7]