Technology That Can Help You Scale

Easily Automate Admin Tasks

Jump AI handles notes, summaries, and CRM updates automatically after every meeting. Turn client convos into tasks, notes, and compliance records with secure AI. Get a demo.

AI Powered Lead Generation

We combine AI and our proprietary algorithm to accelerate and scale your prospecting workflow. Our system goes beyond simple data scraping.

Automated Transcription & Meeting Minutes

Otter is the AI Notetaker that builds your knowledge base and powers your workflow with transcription, automated summaries, AI Chat, and more.

Web, UX, and Digital Strategy

Deeply integrated, highly collaborative approach to digital strategy, user experience, technology infrastructure and more.

Science-based Matchmaking for Insurance & Advisors

Couplr helps insurance and wealth management firms reduce CAC, increase LTV, and grow wallet share through intelligent advisor-client matching.

Dynamic marketing strategy based on years of experience creating highly targeted campaigns across a variety of industries.

Virtual Assistants for Financial Advisors

We help Financial Advisors grow their practice and serve their clients without having to hire, train or maintain employees.

Experienced Administrative and Operational Support

Operational and administrative support for independent financial advisors and RIAs

Automate Your Work - Fast

Zapier empowers you to automate your work across 7,000+ apps—so you can move forward, faster. No code required.

Grow your advisory practice with business owners

The toolkit for financial planning with business owners.

Advisor Compensation & Valuation

AdvisorBOB (Book Of Business), proprietary advisor compensation software, built in-house, providing a dynamic platform for stand-alone advisors or multi-advisor offices.

Online Payment Processing

A technology company that builds economic infrastructure, on a mission to increase the GDP of the internet.

Insurance, Financial Services, and HR Consulting

Tailored solutions that strengthen the health, financial security, and success of people and organizations.

Customized Salesforce CRM

Fully customized Salesforce solution developed in-house based on advisor feedback, includes data-feeds, third-party integrations, and a secure on-line client fact finder.

A Modern Approach to Investing & Retirement

Investment products and services, including brokerage and retirement accounts, online trading and more.

Invest Smart From the Start

Retirement plans, investing, brokerage, wealth management, financial planning and advice, and online trading.

Comprehensive Financial Planning

The industry’s most sophisticated advanced financial planning solution, all from a single powerful platform.

Retirement Income Planning Software for Advisors

Help clients retire with confidence. Help clients feel secure about retirement income and how they can adjust to stay on track.

Where AI Meets Financial Planning

AI-driven technology that “reads” clients’ tax returns, wills, trusts, and insurance policies, instantly summarizing key data, identifying actionable planning insights, quantifying the value of advice, and driving more revenue to the advisor.

Deliver Clarity & Confidence

Gain confidence that you don't miss important planning issues. Look and feel like a rock star with clients and get more business as the financial planning expert.

Build Smarter Retirement Plans

Give advisors clarity and control to model income, test strategies, and deliver personalized retirement plans with confidence.

News, Advice, & Trading Tips

InvestorPlace provides millions of investors with insightful articles, free stock picks and stock market news.

Stock Analysis Tool for Value Investors

FAST Graphs is a stock analysis software built for rational, long-term investors. It transforms financial data into visual insights so you can see what a company is truly worth.

Data, research, and software created to help you build your business and strengthen the relationships that support it.

Advanced Financial Charts & Technical Analysis Tools

The web's most advanced interactive financial charting platform, designed to transform the way you see the markets.

Investment Research & Analysis

Advanced web application aimed at simplifying and improving the way investors perform research, make decisions and track investments.

Improve Lives Through Life Insurance Solutions

We are a full-service brokerage agency, providing products, marketing and underwriting support for financial and insurance professionals.

Create Wherever You Want to Be

Industry-leading creative apps with services designed for businesses. Get the complete toolkit for creativity, including Photoshop, Illustrator, and Premiere.

Your Social Media Workspace

Whether you’re just getting started on your creator journey or scaling your audience to new heights, Buffer will get your content in front of more people.

Get More Done Together

Connect your company tools, keep data secure, and improve every project your team takes on. It’s the ChatGPT you know – designed for work.

Contract Lifecycle Management

Modernize agreements to automate processes, accelerate turnaround times and digitize key financial documents.

Make Online Accounting Easy

Bookkeeping software for all stages of business. Consider tedious tasks done and off your plate. Access to human experts and Intuit AI saves you time managing books, payments, and leads for you.

Your Productivity, Supercharged

Get leading productivity apps with built-in AI, advanced digital security, and cloud storage—all in one plan.​

Online Appointment Booking Software

OnceHub helps you create stunning, conversational, and flexible booking pages for your audience.

Uniting Business Through Technology

At Razor Technology, we deliver comprehensive managed services and cutting-edge solutions that drive innovation, enhance security, and accelerate growth.

Compliance & Oversight Solutions

Future-proof capture, archiving and oversight solutions that help you manage risk and unleash the intelligence in communications data.

Effortless Benefits Education

Venrollment is the communication platform for all the retirement and healthcare benefits knowledge your employees need.

Professionally Managed Accounts

Trade and rebalance held away accounts just like custodied accounts, all through a single, seamless, integrated interface.