Approved Technology Vendors

 

  • 1Source International
  • 1st Physician's Resource
  • 3N Document Destruction
  • 8X8 Inc.
  • Advicent (formerly Zywave)
  • Advisor Products
  • Advisor Software - GoalGamiPro
  • Advisor Websites
  • Advisors Assistant
  • Advisys (Back Room Technician)
  • ALG
  • Amazing Mail
  • AppCrown
  • Archimedes
  • Athene (Skience)
  • BetaVest
  • Bill Good Marketing
  • Box.net (Box.com)
  • BucketBliss
  • ByAllAccounts
  • Cabinet NG
  • Carbonite
  • CardCare
  • CCS Business Solutions
  • CFM System, Inc.
  • Cities Digital
  • Citrix GoToMyPC
  • Cloud9 Realtime
  • Code42
  • Collegiate Funding Solutions
  • Compushare (Changed to D+H)
  • Connect Direct Marketing (Constant Contact)
  • Constant Contact, Inc.
  • Correlog
  • Data Comm
  • Data Motion
  • Datto
  • Digital Information Security Company
  • DNA Behavior
  • Docupace Technologies
  • Docusign
  • Ebix, Inc. (EbixASP)
  • eFileCabinet
  • Egnyte (Cloud File)
  • eMoney Advisor
  • Estate Snapshot
  • Everplans
  • Factset
  • Faxage
  • FI360
  • File Management Pros
  • Financeware
  • Financial DNA
  • Financial Pictures, Inc. - Estate Snapshot
  • Fireside Office Solutions
  • FiRM
  • Floor99
  • Forefield Composer
  • GoldMine
  • Grendel (Big Brain Works, LLC)
  • Hidden Levers
  • High Touch Technologies
  • i365 (Evault)
  • IAS (Interactive Advisory Software)
  • IBU Solutions
  • INSCOMM
  • InsMark
  • inStream
  • InTouch Innovations
  • IPS Advisor Pro 
  • Iron Mountain
  • Junxure
  • Lead Master
  • Marco (Axcient)
  • Master Solutions
  • Microsoft (One Drive)
  • Microsoft 365
  • Money Organizer Pro
  • Money Tree
  • MoneyTrax
  • Morningstar Advisor Workstation
  • Morningstar CAMS
  • Morningstar Office
  • Morningstar Principia
  • Mosaic (docStar) - Hosted docstar solution only
  • Mozy
  • Navatar
  • NetDocuments
  • One Call Now
  • Paperclip, Inc.
  • Pareto
  • Pareto Platform powered by Microsoft Dynamics CRM
  • Plan Facts
  • Pocket Risk
  • Power Advisor Tools
  • Precise FP (Spectrum Imput)
  • ReadyDoc
  • Real Wealth (NAIFA Client Cast)
  • Redtail Imaging
  • Reflexion
  • Rixtrema
  • RPAG
  • SalesNexus
  • Savvy Social Security/Horsesmouth
  • Servosity
  • Sharefile by Citrix
  • Simply Cast 
  • Smarsh 
  • SmartOffice (Ebix)
  • Social Security Optimizer (HVS Financial Services)
  • Social Security Timing
  • SPI Innovations
  • Stockopter
  • Sugar CRM
  • Swiftpage
  • System Source (listed on Info Tab as Barracuda Backup)
  • Techology Integration Group (TIG)
  • The Sherman Sheet
  • Time Trade
  • Treeno Software
  • Uptick Data Technologies
  • Vmail by Insurmark
  • We Are IT
  • Wealth Access
  • Wealth2K - Income for Life
  • Wealthbox
  • XRM
  • Zenith Infotech
  • Zipcon
  • Zoho CRM
  • Zywave

 

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