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Right Capital is our intuitive financial planning software with client access to run different scenarios 24/7.

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Orion aggregates all your account data into one user-friendly platform so you can see performance, allocations, transactions, risk and much more.

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AdvisorClient by TD Ameritrade is your 24/7 online portal for account balances, paperless statements, and tax forms.

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We are constantly assessing our use of technology partners to provide clients a simple, fast, and hassle-free way to do business such as electronic signing capabilities through DocuSign, secure document sharing, and video conference calls through Zoom.