Jump
Jump is the AI Meeting Assistant for financial advisors. Advisors used to spend 18 hours per week on meeting related admin (notes, tasks, client emails, CRM logging). Jump uses AI to help you get that time back so you can serve more clients or go home early. Generate pre-meeting prep, meeting notes in your style, […]
Commonwealth Financial Network
Commonwealth Financial Network, Member FINRA/SIPC, a Registered Investment Adviser, provides financial advisors with holistic, integrated solutions that support business evolution, growth acceleration, and operational efficiency. J.D. Power ranks Commonwealth “#1 in Independent Advisor Satisfaction Among Financial Investment Firms, 11 Times in a Row.” Privately held since 1979, the firm has headquarters in Waltham, Massachusetts, and […]
Libretto
Libretto is a new way to do planning and asset allocation. No risk questionnaires, no Monte Carlos; Libretto’s liability-driven planning framework helps advisors implement comprehensive lifecycle planning, design total wealth portfolios and deliver a personalized client experience. Build more robust solutions for your clients and join us in shaping the future of financial advice.
Midland Advisory
As part of Midland National Life Insurance Company, Midland Advisory specializes in solutions that help meet the needs of registered investment advisors (RIAs) and their clients—solutions that help mitigate risk, offer opportunity, and instill retirement confidence. We understand your commitment to your clients and to your advisory practice.