# Custodian

### Altruist
Altruist is the modern custodian for independent RIAs.

### Betterment Advisor Solutions
Betterment Advisor Solutions is the leading, all-in-one custodial platform for independent RIAs.

### Interactive Brokers (IB)
IB's turnkey custody solutions help advisors build competitive advantage, manage their business effectively and serve clients efficiently.

### my529
my529, Utah’s official nonprofit 529 educational savings plan, is highly rated by Morningstar Inc.

### Schwab Advisor Services
Charles Schwab believes in the power of investing to help individuals create a better tomorrow.

### Shareholders Service Group (SSG)
Shareholders Service Group (SSG) provides brokerage and custodial services exclusively for independent registered investment advisors (RIAs).

### TD Ameritrade Institutional
TD Ameritrade Institutional empowers more than 7,000 independent registered investment advisors to transform the lives of their clients.

# Held Away Accounts

### Pontera (formerly FeeX)
Pontera enables advisors to securely trade clients' held away accounts, including 401(k), 403(b), and more.

# Cryptocurrency

### Coinbase
Coinbase is the easiest place to buy and sell cryptocurrency.

# Financial Planning

### IncomeConductor
IncomeConductor’s platform provides financial professionals the ability to create, track and manage customized income plans.

### MoneyGuidePro (MGP)
Envestnet MoneyGuidePro is dedicated to making goal-based financial planning efficient and approachable.

### RightCapital
RightCapital is a next generation financial planning software that allows advisors to do more planning in less time with its innovative features.

# CRM

### Redtail Technology
Redtail Technology is a leading provider of web-based Client Relationship Management (CRM) in the financial services industry.

### Salesforce
Salesforce is the global leader in Customer Relationship Management (CRM), bringing companies closer to their customers in the digital age.

### Wealthbox
Wealthbox is a CRM application for financial professionals known for its modern product design.

# Portfolio Analytics

### Kwanti
Analyze portfolios with confidence, make compelling presentations and win new clients.

### Morningstar Advisor Workstation
Morningstar Advisor Workstation provides financial advisors with tools for investment planning, portfolio analysis, and security research.

### Riskalyze
Riskalyze is the company that invented the Risk Number®, which powers the world's first Risk Alignment Platform.

# Advisor Network

### Alliance of Comprehensive Planners (ACP)
ACP is a community of tax-focused financial advisors who provide comprehensive tax and financial planning strategies for their clients.

### XY Planning Network (XYPN)
XY Planning Network is the leading organization of fee-only financial advisors who specialize in working with Gen X and Gen Y clients.

### Zoe Financial
Zoe is the premier growth network for top-tier financial advisors.