Partners

AAAA is a non-profit membership organization supporting African American financial advisors and professionals. It collaborates with HBCUs, regulators, financial firms, and consumer organizations to advance financial planning and industry diversity.

CPA.com and Asset-Map partner to equip tax professionals and financial planners with strategic insights—enhancing client value through smarter, data-driven decisions.

The Financial Planning Association (FPA) is a Denver-based leadership and advocacy organization collaborating with academic leaders, regulators, financial firms, and consumer interest groups.

Finseca advocates for the financial security profession, cultivates leadership, and champions the essential work of its members in securing financial and retirement futures for individuals, families, and businesses.

Using advanced OCR technology, Holistiplan can read a tax return and creates a customized, white labeled tax report complete with relevant observations in just seconds.

NAIFA advocates for a favorable legislative and regulatory environment, enhances professional skills, and promotes ethical conduct among its members.

SEI remains a leading global provider of investment processing, management, and operations solutions for institutions, advisors, and ultra-high-net-worth families.

Schwab Intelligent Technologies® (SIT) and Schwab Performance Technologies® (SPT) deliver innovative technology solutions for independent investment advisors.

Snappy Kraken is an automated growth platform that blends technology, content, and education to help financial advisors expand their market share while enhancing client experiences.