The Foundation of Business Today

Perhaps one of the most critical components of a successful advisory firm is its technology. No longer a luxury, employing the right "fin tech" is essential to running an efficient, profitable firm.

The financial technology space has been growing at an exponential rate. Thus, the problem isn't whether there is a service provider available, but rather which service provider gives your firm the best technology to run your practice - at the best price.

The good news is we've done the hard work for you and have vetted hundreds of technology providers. In short, we've narrowed the field to the best in class. As a technology partner, advisors have access to the latest technology to run their practice with efficiency and ease so they can spend more time with their clients.

Through our affiliation with technology and back-office providers, advisors have access to state-of-the-art technology suite at a fraction of the cost that back-office "aggregator" firms traditionally charge.

The Technology Suite

The "tech stack" provided to our advisory partners is both powerful and comprehensive.

  • Paperless, Digital Onboarding
  • Account Aggregation
  • Online Risk Assessment
  • Robo Advisor Platform
  • Cloud-Based Advisory Billing
  • Financial Advisor CRM
  • Comprehensive Compliance Software
  • Email/Website Hosting and Archiving
  • Live Advisor Community

Have Questions? Want more Info? Contact Heritage or give us a call at (303) 670-9761

Contact A Heritage Representative To Get Started