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Industry leading tools, platforms and processes

Tools, process and preparation are the foundations of every successful advisor. Level up the experience you deliver to clients. A range of easy-to-use portfolio analysis tools help you to guide each individual client to better portfolio decisions. Assess risk, run gap analyses, develop, propose and run plans with MoneyGuidePro or MoneyGuideElite, all within a comprehensive wealth planning suite.

Put decades of our experience to work. We’ve helped thousands of advisors just like yourself with client discovery processes, designed and tested to help you deliver a better wealth experience. The industry loves talking about delivering a broader, more comprehensive wealth experience. It’s time to deliver it with our holistic approach to addressing your client’s financial and life goals. You can also rely on our broad bench of in-house subject matter resources during those times when you could use a little help to earn or retain your most valuable clients.


The number of investment or asset allocation plans generated between 5/23/18 – 5/23/20.

An investment philosophy to achieve long-term goals

Put the power of markets to work, tilting the odds in favor of creating long-term wealth for your clients. An evidence-based, Asset Class Investing approach eliminates the guesswork and speculation of active money management. Instead, leverage portfolios built and curated to capture the returns of global stock and bond markets and help investors reach their long-term goals. Asset Class Investing is based on over nine decades of data, analysis, research, and insights from behavioral finance and leading academics.

The long-term power of markets

Hypothetical Growth of $1 — 1927 to 2021

Growth of a Dollar

Source: Ken French Data Library, Morningstar Direct 2020. Hypothetical value of $1 invested at the beginning of 1927 and kept invested through December 31, 2019. Assumes reinvestment of income and no transaction costs or taxes. This is for illustrative purposes only and not indicative of any investment. Total returns in U.S. dollars. Past performance is no guarantee of future results. U.S. Stocks represented by the Fama/French Total U.S. Market Research Index Portfolio, which is an unmanaged index of stocks of all U.S. companies operating on the NYSE, AMEX, or NASDAQ. Long-Term Government Bonds represented by 20-Year U.S. Treasury bonds. One-Month U.S. Treasury Bills represented by 30-day U.S. Treasury bills. The Consumer Price Index (CPI) reflects monthly data on changes in the prices paid by urban consumers for a representative basket of goods and services. The Fama/French Total U.S. Market Research Index Portfolio Index, the Long-Term Government Bonds Index, the One-Month U.S. Treasury Bills Index, and the U.S. Consumer Price Index (inflation), are unmanaged baskets of securities that investors cannot directly invest in. Index performance does not reflect the fees or expenses associated with the management of an actual portfolio. Risks associated with investing in stocks potentially Include increased volatility (up and down movement in the value of your assets) and loss of principal. T Bills and government bonds are backed by the U.S. government and guaranteed as to the timely payment of principal and interest. T Bills and government bonds are subject to interest rate and inflation risk and their values will decline as interest rates rise.
These charts illustrate a graphical representation of the hypothetical growth of a dollar invested in certain funds. Performance is historical and does not guarantee future results. Time period chosen for comparison purposes only. Indices are not available for direct investment. Their performance does not reflect the expenses associated with the management of an actual portfolio nor do indices represent results of actual trading. Information from sources deemed reliable, but its accuracy cannot be guaranteed.

A nationwide back office

How much time are you going to spend managing back-office tasks, instead of talking with your clients today? Spend more time with clients, more time growing your business.

Back office team

Partner with us and you’ll have a dedicated team of professionals to handle the detailed back-office work. With the efficiency and peace of mind offered by our Advisor Services team, you’ll have a second pair of eyes to help minimize risk, carefully reviewing each request. Have a tough problem to solve, an issue to escalate with a custodian, overburdened with billing, trading and transaction services? Our team of more than 70 operations professionals are positioned to offload those tasks.

No one has ever grown their advisory practice, or created an exceptional advisory experience, by spending less time with their clients.

Marketing support services

Consistent, high-quality client communications is a challenge for many advisors. As an advisor utilizing our platform services, you can access a wide range of professionally designed and written brochures, presentations, videos, documentation, and more. We also have a library of published books for you to distribute as client gifts, some of which can be customized with your own forward. Many of the materials are white labeled, and can be printed on demand, through our in-house printing and distribution system.

Retirement solutions

Diversify your business and add recurring revenue with scalable solutions for company sponsored retirement plans. Our Retirement Solutions team delivers a turnkey platform complete with the technical support and custom branded materials you need to serve employer sponsored retirement plans. We’ll handle the complexity and process behind the scenes so you can focus on building and maintaining relationships with high net worth participants.