eLegacy Law PLLC.
eLegacy Law is an online legal service with nation-wide estate planning expertise. We provide a full-scale, approachable, proven process providing peace mind – all from the comfort of the clients home.
Vanguard
Founded in 1975 on a mission to stand up for investors and give them the best chance for success, Vanguard continues that commitment today through a global team of 450+ investment professionals with deep expertise and a long-term perspective across asset classes and strategies. Our teams are focused on delivering strong client outcomes, with portfolio […]
TrustParency PC
Trust Administrations and Probates in California require a new approach. When not prioritized, the process is often slow, arduous and expensive. Unlike any other firm, TrustParencyPC is dedicated to improving the experience of trust administrations and probates, providing a modern, cost-effective alternative by using new technology and a streamlined process. We believe in rewarding those […]
The American College of Financial Services
The American College of Financial Services remains the best investment for aspiring professionals, enterprise leaders, and organizations, delivering applied financial knowledge and education, promoting lifelong learning, and advocating for ethical standards for the benefit of society. It’s a mission rooted in history and focused on the profession’s future.
Quivr CRM
Built by Certified Financial Planners® who understand the daily challenges advisors face, Quivr is an award-winning, purpose-built platform designed specifically for financial planning firms. It unites client data, workflows, and milestones into one intuitive system—helping advisors stay organized, efficient, and focused on delivering exceptional client experiences.
Global X ETFs
Global X ETFs is a New York based provider of exchange-traded funds (ETFs) founded in 2008, focused on delivering innovative, research-driven investment solutions across thematic growth, income, international markets, commodities, and core exposures. The firm manages over $70 billion in ETF assets and is known for helping investors access disruptive trends and hard-to-reach areas of […]
Atlas Park Consulting
Most independent advisors grow faster than their operations. We help RIAs, wealth management teams and solo advisors clean up messy workflows, train underused teams, and align their tech so every client gets the same high-level experience, every time. We resolve operational weaknesses and revenue leaks that affect client service, team morale, and leadership capacity.
Advyzon
Born from a mission to transform the existing fractured, friction-filled experience for advisory firms, Advyzon’s single source platform concept is elegantly simple in explanation and execution. The fully integrated solution seamlessly combines technology and investment management to meet the needs of all firms and has been designed in a modular capacity so firms can easily […]
American Heart Association
The American Heart Association’s Professional Advisor Network supports you with estate and philanthropic solutions to help you offer your clients meaningful options to reach their unique personal and financial goals. The Network is designed to increase your knowledge of both charitable giving and the latest tax legislation while assisting the Association with it’s mission to […]
American Century Investments/Avantis Investors
Avantis Investors was established to help clients achieve their investment goals through a persistent focus on providing well-diversified investment solutions that fit seamlessly into asset allocations and combine the potential for outperformance with the consistency of indexing.